On November 16, we hosted a webinar about the outlook for commercial real estate. XML Associate Wealth Advisor, Caleb Long, and Evan Serton, Portfolio Specialist and Senior Vice President with Cohen & Steers, joined us to answer questions and to discuss:
The outlook for the global REIT market
Geographic and sector opportunities, including office space, self-storage, industrial, data centers, and multi-family
The potential impact of current trends, such as work-from-home (WFH) and migration patterns
Caleb Long is an Associate Wealth Advisor at XML Financial Group. Caleb joined XML from Goldman Sachs, where he spent over four years servicing wealth management clients including ultra-high net worth individuals and families, as well as, foundations and endowments. Prior to joining Goldman Sachs, Caleb graduated from Liberty University’s School of Business with a Bachelor of Science in Business Administration: Finance and a minor in Accounting. Caleb was actively involved in several student organizations and served as the Treasurer of the Student Government Association.
Evan Serton, Senior Vice President, is a member of Cohen & Steers’ Portfolio Specialist Group, which represents the company’s investment teams in interactions with institutional and retail clients. He has 24 years of experience. Prior to joining the firm in 2006, Mr. Serton was a portfolio specialist at Deutsche Asset Management. Previously, he served as a research associate at Banc of America Securities. Mr. Serton has a BA from Brown University and an MBA from Fordham University. He is based in New York.
*This webinar is for educational and informational purposes only. Content is not intended to be a recommendation or solicitation for the sale or investment in any product, strategy or service nor should it be perceived as individual advice.
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