Form CRS // NEWS // Operations Notice

Form CRS // NEWS // Operations Notice

 
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 Webinar   November 16, 2023

Outlook for Commercial Real Estate

Real estate can hold several beneficial investment characteristics for diversified portfolios.  While historically, real estate investors have had to grapple with some of the challenges that arise from the capital-intensive and illiquid process of investing in properties directly, that’s changing thanks to the growth in popularity of Real Estate Investment Trusts (REITs).

Join XML Associate Wealth Advisor, Caleb Long, on Thursday, November 16, 2023 at 11AM ET for a discussion with Evan Serton, Portfolio Specialist and Senior Vice President with Cohen & Steers, a leading global investment manager specializing in real assets. Topics covered will include:

  • A brief overview of the global REIT market and its attributes
  • 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
Register for this webinar by filling out the form below:
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This webinar is for educational and informational purposes only. Content is not intended to be a recommendation, solicitation or endorsement of any company, strategy or service discussed nor should it be perceived as individual advice.

Evan Serton

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.

 

Caleb Long

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.