Real Assets

The Whole Picture: Combining Public and Private Real Assets to Meet Portfolio Objectives

White Paper

Sep 19, 2024

Real assets can be accessed through both public and private markets. The fundamental characteristics of real asset businesses stand true whether they are publicly listed or privately owned. These characteristics include business models that are backed by long-lived assets that tend to be intrinsically valuable, appreciate over time, and offer strong collateral. Real asset businesses often face limited competition due to high barriers to entry and have historically offered stable and regulated and/or contracted cash flows that may be linked to inflation

These characteristics are behind the common potential portfolio benefits of real asset exposures:  income, capital appreciation and inflation protection. However, the degree to which these characteristics result in investment benefits varies across public and private real asset exposures. At Brookfield Public Securities Group (PSG), we believe customized real asset solutions with the whole picture—both public and private real asset allocations—can help meet a range of client objectives, including portfolio completion and diversification, tactical asset allocation and liquidity.

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Disclosure Information

This material is not, and is not intended as investment advice, an indication of trading intent or holdings or the prediction of investment performance. All information is current as of the date of this material. Views and information expressed herein are subject to change at any time. Brookfield Public Securities Group LLC disclaims any responsibility to update such views and/or information. This information is deemed to be from reliable sources however, Brookfield Public Securities Group LLC does not warrant its completeness or accuracy. This presentation is not intended to, and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, investment advice or service (nor shall any security, product, investment advice or service be offered or sold) in any jurisdiction in which Brookfield Public Securities Group LLC is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Indexes are unmanaged and are not available for direct investment.

Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results. Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.