Benefits of Adding Private Equity Real Estate to Diversified Portfolios

Miguel Sosa is a research and product strategist at Bluerock Capital Markets, which has $15 billion in AUM.

At the 2022 CAIS Alternative Investment Summit in Beverly Hills, Miguel and I discussed a paper he wrote on Advanced Diversification, where he used modern portfolio theory to deconstruct the three elements of diversification to quantify the benefits of each of those elements. We then discussed how to apply those three elements to build a more efficient portfolio. We get a little technical in this one but I think you’ll really appreciate how this type of knowledge can help you build higher performing risk-adjusted portfolios.