Wealth Management Invest: Real Assets, Active ETFs and Real Estate with Dan Noonan
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In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Dan Noonan, executive vice president at Cohen & Steers, to discuss how real assets are being incorporated into portfolios across the wealth management channel. Dan shares how sectors such as real estate, infrastructure, commodities and natural resource equities can contribute to diversification and income, and explains how advisors are approaching these asset classes as market conditions evolve.
Dan also breaks down the differences between listed and private real estate investments, including how liquidity, income and volatility profiles compare. In addition, Dan discusses the growing adoption of active ETFs within specialized sectors and highlights opportunities emerging in areas like necessity retail properties and next-generation real estate categories such as data centers and cell towers.
Key takeaways:
- Renewed advisor interest in real assets as diversification and inflation mitigation tools
- Key differences between listed and private real estate and how each fits into portfolio construction
- The expanding role of active ETFs in specialized asset classes such as real estate and infrastructure
- How next-generation real estate sectors like data centers and cell towers are shaping the market
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Resources:
- Listen to the Wealth Management Invest Podcast on Wealth Management
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- Listen and Subscribe to the Wealth Management Invest on Spotify
