WMRE's Common Area: Creating Balance Between Strong Income and Capital AppreciationWMRE's Common Area: Creating Balance Between Strong Income and Capital Appreciation
Clarion Partners' Rick Schaupp came on the podcast to talk about the firm's latest real estate investment fund and how it can fit into clients' portfolios.
May 30, 2023
Real estate investments aren’t new to portfolio planning. How does Clarion take the next step in providing alternative real estate investments that provide attractive yields and portfolio diversity?
In this episode, David Bodamer speaks with Rick Schaupp, Managing Director at Clarion Partners, about the Clarion Partners Real Estate Income Fund, how it fits within financial and investment planning and the services they are providing to other wealth managers and individual investors.
Rick discusses:
How a 40 ACT fund differs from other fund structures
How does his valuation process relate to how publicly traded REITs are market
The shift in commercial real estate value depends on the type of property
Clarion’s process of sourcing investors and informing wealth advisors
And more
