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WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay MillerWMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller

Forum Investment Group's Jay Miller describes how alt investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.

David Bodamer, Executive Editor, Investments

September 18, 2023

Using recent WMIQ research as a jumping off point, in this episode, David Bodamer speaks with Jay Miller, chief investment officer at Forum Investment Group, exploring the company’s focus on multifamily real estate and the various investment options they offer and emphasizing how alternative investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors. 

Jay discusses:

  • Why interest is increasing in alternative investments, including private real estate

  • How advisors can help clients navigate alternative investments

  • The challenge with alternative investments and how technology is making it easier to manage these types of investments

  • The current trends in multifamily real estate 

  • And more

Resources:

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About Our Guest:

Jay brings more than 30 years of real estate investment experience to Forum with demonstrated success developing and executing business strategies, and managing teams and systems. As CIO, Jay oversees the firm’s real estate investment team, chairs Forum’s investment committees, and is responsible for driving the firm’s continued growth through multifamily equity and debt investment opportunities.

 

Listen to the Common Area Podcast

About the Author

David Bodamer

Executive Editor, Investments

David Bodamer covers investments for WealthManagement.com, including hosting the Wealth Management Invest podcast. Coverage areas include SMAs, ETFs, model portfolios and alternative investing.

He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today. He also previously served as editorial director for Waste360.