At South Coast we strive to find those strategies and opportunities that will deliver our clients the best risk adjusted return. It’s not often we find an investment that delivers returns that outperform stocks (S&P 500) while experiencing less volatility than bonds (Barclays U.S. Aggregate); but Griffin Institutional Access Real Estate Fund has done just that since inception in June 2014 (see figure below):
Nick Rosenthal, Senior Vice President with Griffin, will be joining South Coast to discuss how Griffin Institutional Access Real Estate Fund has positioned itself for continued success moving forward. The fund now has over $650 million under management spread across 15 institutional private managers representing over $100 billion in core U.S. real estate. With a tax advantaged 5.22% dividend and quarterly liquidity provisions, their story is very compelling. Please join us for lunch as we discuss how to position this strategy.