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Real Assets Adviser

April 1, 2015: Vol. 2, Number 4



Quite Contrary: Using an endowment-style core investment model, The Presidio Group has a unique three-pronged strategy.

Author: Ben Johnson

While the name Presidio may be best known as a major former military installation situated in the idyllic shadow of San Francisco’s Golden Gate Bridge, The Presidio Group has become a major presence in the investment advisory world as a personal and corporate financial services firm serving individual and institutional clients at all stages of the wealth lifecycle.

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April 1, 2015: Vol. 2, Number 4



4 Things to Know About Single-Family Offices: Whatever the exact number of firms, these global entities control billions in wealth.

Author: Richard Wilson

I am dedicated to working with single-family offices, and I wanted to share four things that you need to know about the single-family office industry if you want to stay current with what is happening in the private wealth and family office world. 

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April 1, 2015: Vol. 2, Number 4



Silver Shines: If early 2015 returns are any measure, silver is set to see sterling performance this year.

Author: Rosalyn Retkwa

So here is the big question surrounding the silver market: Will silver prices continue to strengthen as the year progresses?

Silver started the year as “the most beat-up of the precious metals,” admits Mike McGlone, the New York City–based director of research U.S. for London-based ETF Securities.

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April 1, 2015: Vol. 2, Number 4



New Frontiers: REITs are emerging in markets around the world, but the biggest opportunities may be yet to come.

Author: Loretta Clodfelter

Before the ink was even dry on the Indian government’s draft REIT-proposal legislation, Bangalore, India–based Embassy Group was planning a major offering. In partnership with The Blackstone Group, the Indian developer will launch a Rs 50 billion ($800 million) REIT, possibly by the end of 2015. The 27 million-square-foot portfolio of income-producing commercial real estate joint-owned by Blackstone and Embassy illustrates one of the roles REITs can play in new and emerging REIT markets — as an exit path for real estate private equity funds.

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April 1, 2015: Vol. 2, Number 4



Glass Half Full: U.S. water infrastructure is desperate for capital and private investors have a role to play

Author: Drew Campbell

Ask someone with an understanding of water infrastructure in the United States about prospects for private investment in the sector, and at first their ears perk up because the possibilities seem endless. 

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April 1, 2015: Vol. 2, Number 4



Spring Has Finally Sprung and Change Is in the Air: Q1 blew by like a northern cold front, but what we learned sets up the rest of 2015.

Author: Ben Johnson

Done and dusted. Just like that, the first quarter of the New Year has come and gone. So what did we learn exactly?

That record-breaking low temperatures and snowfall totals got soooo old for about 90 percent of the country? That the bull stock market has further to run, setting new records on the NYSE, NASDAQ and S&P 500 Index? That oil prices seemed to stabilize at a new benchmark hovering around $50-$60, or will they instead dip down into the $30s?

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April 1, 2015: Vol. 2, Number 4



Objectives, Benchmarks Key to Real Assets Investing: Growing interest in real assets investing requires keen understanding of risks and ultimate objectives.

Author: Kathryn Leaf Wilmes

Following the Great Financial Crisis in 2008, there has been a surge of interest in real assets. A survey undertaken by The Economist Intelligence Unit of over 200 institutional investors found that almost half of the respondents have increased their allocations to real assets over the past three years, and 60 percent of institutional investors plan to increase allocations in the near-term.

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April 1, 2015: Vol. 2, Number 4



Mind the Gap: Some Annoying Thoughts on Income Extremes: A simple look at income inequality in America and how it relates to the value of real estate.

Author: Hugh F. Kelly,

I’m a congenial guy by nature, and so let me apologize in advance if this column riles you up. I want to look at a few issues that are highly visible at the extremes of the income spectrum, especially as they can be seen in my hometown, New York City.

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April 1, 2015: Vol. 2, Number 4



Four Trends Influencing Family Offices: Ultra-wealthy clients often turn to the family office as the first call in a time of crisis or opportunity.

Author: Jennifer Duell Popovec

Family offices, created to help ultra-wealthy families manage their wealth and preserve it from generation to generation, are changing the way they operate so they can continue to serve their clients. At the same time they are grappling with increased regulatory scrutiny, as well as dealing with demanding clients, the transfer of wealth from one generation to the next, a growing need for client security and a rising interest in direct real estate investments.

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