Real estate investments aren’t new to portfolio planning. How does Clarion take the next step in providing alternative real estate investments that provide attractive yields and portfolio diversity?

In this episode, David Bodamer speaks with Rick Schaupp, Managing Director at Clarion Partners, about the Clarion Partners Real Estate Income Fund, how it fits within financial and investment planning and the services they are providing to other wealth managers and individual investors.

Rick discusses:

• How a 40 ACT fund differs from other fund structures
  
• How does his valuation process relate to how publicly traded REITs are market 
  
• The shift in commercial real estate value depends on the type of property
  
• Clarion’s process of sourcing investors and informing wealth advisors
  
• And more
  

Resources:

• Listen to the latest episodes of Common Area
  

Connect With Rick Schaupp:

• LinkedIn: Rick Schaupp
  
• Clarion Partners
  

Connect With David Bodamer:

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

About Our Guest:

Richard Schaupp is a Managing Director and the Portfolio Manager for Clarion Partners’ funds and a separate account relationship. As portfolio manager, Rick has overall responsibility for the management and portfolio strategy of these relationships. Rick has participated in the acquisition, asset management, and development management of over $4.0 billion of real estate. He originally joined Clarion Partners in 2000 and began working in the real estate industry in 1995. He holds an M.B.A from Yale University, and a B.Arch from the University of Notre Dame.