Brandt Foster

Principal Real Estate offers a number of real estate investment strategies relating to direct and indirect investment in real estate and real estate interests. The strategies fall into four different areas: private equity real estate; public real estate equity securities issued by real estate investment trusts (REITs) and other companies involved in the commercial real estate business; private real estate debt; and public real estate debt securities, such as commercial mortgage-backed securities (CMBS). The firm combines top-down technical analysis and a bottom-up fundamental approach to arrive at a consistent and informed investment decision.

Functions as a College/University

USB-IM develops a personalized investment strategy based on their client’s needs, preferences, tax sensitivity, risk tolerance and time horizon. The firm focuses on a diversified asset allocation that helps to provide growth and stability while addressing volatility and risk. They will include a mix of equities, bonds and real assets. Their strategies are designed to weather unpredictable conditions in all types of market cycles.