Skip to main content

Direct Insights Call Series: Portfolio Construction with Mortgage REITs

Market forces have combined to create a burgeoning opportunity for investors acquiring mortgage assets. As a result, sponsors are expanding current offerings and using their expertise to help advisors diversify client portfolios. We focus on the underlying opportunity within mortgage REITs and provide an analysis of how broker-dealers and advisors can augment current debt offerings with real estate related debt. Sponsors with current offerings will explore these issues as we seek to collectively mitigate client risk with efficient diversification.

Jean Merriman, Vice President, Product and Due Diligence, The Strategic Financial Alliance, Inc

Don MacKinnon, President & Director, InPoint Commercial Real Estate Income, Inc
Rob Woomer, President of Capital Markets, Peachtree
Matt Malone, CFA, Managing Director, FS Investments

Listen to Recording:


Nov 07 2019