Wealth Management Invest: Real Assets, Active ETFs and Real Estate with Dan Noonan
About this episode
In this episode, David Bodamer interviews Dan Noonan about the incorporation of real assets into wealth management portfolios and the role of active ETFs.
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…
Topics covered
- real assets
- active ETFs
- real estate
- diversification
- income
- portfolio construction
Keywords
- infrastructure
- commodities
- natural resource equities
- listed real estate
- private real estate
- liquidity
- volatility
- necessity retail properties
- data centers
- cell towers
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