Private REITs, Redefined: The Smarter Structure for Long-Term Client Success

Overview

Private REITs aren’t what they used to be. And the advisors who still think they are may be missing one of today’s most effective portfolio tools. In this CE-eligible session, Bonaventure’s Head of Capital Markets, David Pittman, CAIA, CIMA®, will cut through outdated perceptions and show how perpetual NAV REITs combine institutional-grade real estate access, tax efficiency, and compounding power, without the headaches of legacy structures. You’ll leave knowing exactly how to evaluate these funds, position them for your clients, and sidestep the mistakes that cost investors returns.

Topics will include:

• Effective management with investor flexibility: How modern private REIT structures align disciplined operations with adaptable client options.
• Measure what matters: A clear framework for assessing fees, risk, returns, and sponsor alignment. Fast.
• Preserve more capital: How tax-efficient, perpetual structures keep more money compounding for clients.
• Be the trusted guide: Equip yourself to counter client misconceptions and position real estate with confidence.