Adopting an adaptive approach to retirement planning acknowledges the dynamic nature of spending patterns and emphasizes flexibility in financial strategies.

And less time being defensive.

It may produce better outcomes.

Historically, the real estate investment manager relied on independent broker/dealers to reach private wealth. It wants to diversify both its distribution and its investment offerings.

Investors have a strong preference for advisors at large national banks and broker/dealers, especially the high-net-worth.