Using recent Wealthmanagement.com research as a jumping off point, in this episode, David Bodamer speaks with Jay Miller, Chief Investment Officer at Forum Investment Group, exploring the company's focus on multifamily real estate and the various investment options they offer and emphasizing how alternative investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors. 

Jay discusses:

- Why interest is increasing in alternative investments, including private real estate
- How advisors can help clients navigate alternative investments
- The challenge with alternative investments and how technology is making it easier to manage these types of investments
- The current trends in multifamily real estate 
- And more

Resources:

Alternative Investments 2023 Benchmarking Study Webinar: https://www.wealthmanagement.com/webinars/alternative-investments-2023-benchmarking-study
Listen to the latest episodes of Common Area: https://www.wealthmanagement.com/featured-series/common-area

Connect With Jay Miller:

LinkedIn: Jay Miller: https://www.linkedin.com/in/james-miller-0bba47114/ 
Forum Investment Group: https://www.forumre.com/ 
Forum Capital Advisors: https://forumcapadvisors.com/ 

Connect With David Bodamer:

david.bodamer@informa.com 
Website: https://www.wealthmanagement.com/
WMRE: Real Estate News: https://www.wealthmanagement.com/real-estate
LinkedIn: David Bodamer : https://www.linkedin.com/in/david-bodamer-9a0581a/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/

About Our Guest:

Jay brings more than 30 years of real estate investment experience to Forum with demonstrated success developing and executing business strategies, and managing teams and systems. As CIO, Jay oversees the firm’s real estate investment team, chairs Forum’s investment committees, and is responsible for driving the firm’s continued growth through multifamily equity and debt investment opportunities.

WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller

WealthManagement.com

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