Using recent Wealthmanagement.com research as a jumping off point, in this episode, David Bodamer speaks with Jay Miller, Chief Investment Officer at Forum Investment Group, exploring the company’s focus on multifamily real estate and the various investment options they offer and emphasizing how alternative investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors. 

Jay discusses:

• Why interest is increasing in alternative investments, including private real estate
  
• How advisors can help clients navigate alternative investments
  
• The challenge with alternative investments and how technology is making it easier to manage these types of investments
  
• The current trends in multifamily real estate 
  
• And more
  

Resources:

• Alternative Investments 2023 Benchmarking Study Webinar
  
• Listen to the latest episodes of Common Area
  

Connect With Jay Miller:

• LinkedIn: Jay Miller
  
• Forum Investment Group
  
• Forum Capital Advisors
  

Connect With David Bodamer:

• david.bodamer@informa.com 
  
• WealthManagement.com
  
• WMRE
  
• LinkedIn: David Bodamer
  
• LinkedIn: Informa
  

About Our Guest:

Jay brings more than 30 years of real estate investment experience to Forum with demonstrated success developing and executing business strategies, and managing teams and systems. As CIO, Jay oversees the firm’s real estate investment team, chairs Forum’s investment committees, and is responsible for driving the firm’s continued growth through multifamily equity and debt investment opportunities.