Real Estate Event Invitation • Best Practices in Volatile Markets
Monthly AIRE Perspectives – July 2022
Dear Friends and Valued Clients,
Please see below for The MAP – Monthly AIRE Perspectives for this month.
YOU ARE INVITED! Two Special Events with Blackstone
We are pleased to invite you to two separate events with Blackstone regarding today’s real estate markets. Blackstone is the largest owner of commercial real estate globally and among the largest in real estate in general. With recent hikes in interest rates leading to rapid changes in the real estate environment, we felt it would be timely to provide access to informative and educational sessions on this topic.
On August 23rd at 6pm, AIRE Advisors will hold an exclusive live event with Blackstone in Beverly Hills, featuring Joe Zidle. Joe is a Senior Managing Director and the Chief Investment Strategist in the Private Wealth Solutions group. Previously, he worked at Richard Bernstein Advisors, an independent investment advisor, where he was responsible for portfolio strategy, asset allocation, investment management and marketing to major wealth management firms and independent RIAs. Zidle previously spent nearly a decade at Bank of America Merrill Lynch, most recently serving as Head of Investment Strategy for Global Wealth Management and Deputy Director of the Research Investment Committee, where he was responsible for creating and communicating global investment strategies to the firm's private client division across all major investment disciplines. Mr. Zidle holds a Bachelor of Arts degree in Economics and History from Emory University. From 1993 to 2001, he served as a specialist in military intelligence for the U.S. Army Reserves. For a preview of some of his most recent market insights, please click here to be directed to Blackstone’s Insights page.
To RSVP for the above event, please send an email to info@aireadvisors.com.
For those of you who are not able to attend the above event, Blackstone is holding a special real estate webinar event on July 26th at 10am PT / 1pm ET. This event is not exclusive to AIRE Advisors, but we welcome you to register for this event directly with Blackstone, as it will be a very informative and educational event: Investing in Real Estate Today with Jon Gray, Blackstone President and COO, and Nadim Meghji, Head of Real Estate Americas. They will share their insights on the state of real estate today and spotlight some of the powerful secular themes shaping the investment environment in commercial real estate.
If you would like to register for this event, please click here to register directly with Blackstone.
A Reminder of Best Practices During Volatile Markets
A valued client recently shared an excellent article with us, which happens to be from Fidelity. This is a quick read and an excellent reminder of historical best practices in investing. Please be sure to take a moment to click on the following link to read this brief article: 3 Reasons to Stay Invested Right Now. Should you wish to discuss further, please reach out to us at any time!
AIRE Advisors Updated ADV Part 2A and Material Change Notice
We are required to notify clients of any material changes to our company’s offerings or business practices that require an update to our ADV Part 2A. We would like to inform you that our firm now offers a Consulting Service to certain broker-dealers’ customers (“Brokerage Customers”) for a fee. Our firm receives a consulting fee based on the assets under management from brokerage customers who have provided written consent to the broker-dealer to receive the investment consulting services from our firm and have entered into a written advisory contract with our firm. Although our firm is not affiliated with any broker-dealer, since a conflict of interest exists, we are required to disclose this to our clients.
For additional information, please click here to view our updated ADV Part 2A or contact us at 888-688-AIRE (2472) or via email at amir.monsefi@aireadvisors.com.
Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.
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