In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Dan Noonan, executive vice president at Cohen & Steers, to discuss how real assets are being incorporated into portfolios across the wealth management channel. Dan shares how sectors such as real estate, infrastructure, commodities and natural resource equities can contribute to diversification and income, and explains how advisors are approaching these asset classes as market conditions evolve.

Dan also breaks down the differences between listed and private real estate investments, including how liquidity, income and volatility profiles compare. In addition, Dan discusses the growing adoption of active ETFs within specialized sectors and highlights opportunities emerging in areas like necessity retail properties and next-generation real estate categories such as data centers and cell towers.

Key takeaways:

• Renewed advisor interest in real assets as diversification and inflation mitigation tools
• Key differences between listed and private real estate and how each fits into portfolio construction
• The expanding role of active ETFs in specialized asset classes such as real estate and infrastructure
• How next-generation real estate sectors like data centers and cell towers are shaping the market

Connect With David Bodamer:

• david.bodamer@informa.com
• Wealth Management
• LinkedIn: David Bodamer
• LinkedIn: Wealth Management

Connect With Dan Noonan:

• LinkedIn: Dan Noonan
• LinkedIn: Cohen & Steers
• Website: Cohen & Steers

Resources:

• Listen to the Wealth Management Invest Podcast on Wealth Management
• Listen and Subscribe to the Wealth Management Invest on Apple Podcasts
• Listen and Subscribe to the Wealth Management Invest on Spotify

In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Kimberly Flynn, president of XA Investments, to discuss how interval and tender offer funds are reshaping access to private markets for financial advisors.

Kimberly explains how private credit, private equity and other alternative strategies are being packaged for the wealth channel, and what advisors should understand about their fund structures, platform requirements and track records. She also shares insights from XA Investments’ research on advisor adoption, public/private partnerships and the growing role private markets may play in portfolio construction over time.

Key takeaways:

• Growth in interval and tender offer funds and what it signals about advisor demand for private market exposure
• Differences in adoption across RIAs, wirehouses and IBDs
• How track record requirements and platform standards shape fund availability
• The role of partnerships, indices and research in helping advisors evaluate options

Connect With David Bodamer:

• david.bodamer@informa.com
• Wealth Management
• LinkedIn: David Bodamer
• LinkedIn: Wealth Management

Connect With Kimberly Flynn:

• LinkedIn: Kimberly Flynn
• Website: XA Investments

Resources:

• Listen to the Wealth Management Invest Podcast on Wealth Management
• Listen and Subscribe to the Wealth Management Invest on Apple Podcasts
• Listen and Subscribe to the Wealth Management Invest on Spotify

In this episode of the Wealth Management Invest podcast, host David Bodamer speaks with Dave Donahoo, head of Americas, Wealth Management Alternatives at Franklin Templeton, about how private equity, private credit and real estate are increasingly shaping portfolio construction within the wealth channel.

Dave shares how Franklin Templeton approaches private markets, evaluates semi-liquid fund structures and prioritizes investment integrity when adapting institutional strategies for advisors. He also discusses current themes across private asset classes, the role of education in advisor adoption, and why private markets are becoming a central part of long-term portfolio design.

Key points:

• Why private markets are no longer viewed as niche allocations for wealth portfolios
• How semi-liquid structures are evaluated before launch
• The role of supply and demand across private equity, credit and real estate
• How institutional experience informs product design for wealth clients

Connect With David Bodamer:

• david.bodamer@informa.com
• Wealth Management
• LinkedIn: David Bodamer
• LinkedIn: Wealth Management

Connect With Dave Donahoo:

• LinkedIn: Dave Donahoo
• LinkedIn: Franklin Templeton
• Website: Franklin Templeton
• Website: Alternatives by Franklin Templeton

Resources:

• Listen to the Wealth Management Invest Podcast on Wealth Management
• Listen and Subscribe to the Wealth Management Invest on Apple Podcasts
• Listen and Subscribe to the Wealth Management Invest on Spotify