The power of private real assets

Nuveen

Gwen Busby, Donald Hall, Biff Ourso

Research

16 Pages

Nuveen outlines why private real assets across farmland, timberland, infrastructure and commercial real estate can improve institutional portfolios. The piece emphasizes diversification, inflation resilience and liability matching, with an emphasis on combining categories rather than relying on single sleeves. One notable angle is the idea that practical allocation caps such as 10% or 20% can still move overall risk adjusted outcomes.

Key Takeaways

Diversification role: Private real assets show low correlations to stocks and bonds and to each other.
Inflation resilience: Farmland, timberland and real estate can hedge inflation through cash yields and contract structures.
Allocation approach: Blending multiple categories within practical caps improves risk adjusted outcomes and portfolio balance.
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