EPISODE · Mar 17, 2026 · 1H 34M
Episode 24- Adding Private Real Estate to you Portfolio with Adam Cohen
from Smart Money Conversations · host Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish
Back by popular demand, I’m thrilled to have repeat guest Adam Cohen join me for a deep dive into private indirect real estate —how to properly evaluate deals and decide if they belong in your portfolio. We cover the exact metrics that matter (beyond just “yield”), common pitfalls, diversification plays, and the questions every serious investor should be asking before writing a check.Whether you’re already allocating to real estate or just starting to explore the space, this episode gives you a practical, no-fluff playbook you can use immediately.Find Adam here:Website: https://www.complementre.com/Contact: [email protected] us a question to: [email protected] by 32Q LLC
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Episode 24- Adding Private Real Estate to you Portfolio with Adam Cohen
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