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January 2023 Alternative Performance Thumbnail

January 2023 Alternative Performance

2022 is finally behind us. The public markets have started strong so far into 2023. Has that affected 9M Investments' private investment? No, and it really shouldn't, the whole purpose is to have that non-correlated piece in your portfolio. Private real estate is about having investments long term demographic trends. Private credit is about getting exposure to parts of the market that mega banks no longer service. Both of these private investments also take advantage of a rising rate environment and high inflation. Which might be around longer than we think.

Year to Date
Annualized Dividend Rate
Blackstone's REIT1
Nuveen Global Cities REIT2
Blackstone Private Credit3

For reference, in January, the S&P was up 6.2%, the NASDQ was up 10.7%, and the AGG(Bond Index) is up slightly on the year.. As markets have continued to be volatile, private investments can help smooth out the ups and downs. We can talk further if this is a strategy that you think could help support your overall portfolio construction. 

  1. https://www.breit.com/performance/
  2. https://www.nuveen.com/gcreit/performance
  3. https://www.bcred.com/performance/

This content is developed from sources believed to be providing accurate information. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.