facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
June Alternative Perfromance Thumbnail

June Alternative Perfromance

The numbers are in for the month of June. Monthly performance numbers for the alternatives investments I currently use in client portfolios continued to out perform the public markets. Another month of consistent performance in the private REIT space and slight down month for private credit. The following performance is through the end of June.


June's Return
Year to Date Performance
Dividend Rate
Blackstone's REIT
.4%
7.2%
4.5%
Nuveen Global Cities REIT
.25%
7.75%
5.46%
Blackstone Private Credit
-1.2%
-.5%
8.2%


For reference, as of July 22nd the S&P is -16.9%, the NASDQ is -24.4%, and the AGG(Bond Index) is -9.6% year to date. So a definite non-correlation to public markets. And since these investments move with interest rates, they are a great hedge against inflation. We can talk further if this is a strategy that would help support your overall portfolio construction. 

Questions about your portfolio? Let's chat.

Let's chat

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.