Video—09.21.2026

Anchor Your Assets with Private Real Estate

​​​​Private real estate can serve as a strategic anchor within a diversified investment portfolio.

Clarion Partners Managing Director Rick Schaupp explains how the asset class can offer attractive return potential alongside lower historical volatility, durable income, and diversification benefits.

​​Read more in our ​Clarion Calls: Anchor Your Assets with Private Real Estate Overview.

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Video Transcript

​In this week's Clarion Clips, I'm coming to you from London's Covent Garden and I'm going to walk through how private real estate can anchor a portfolio by potentially improving its risk-adjusted returns.

In today's uncertain market environment, investors face a familiar challenge: How do you pursue attractive returns without taking on excessive risk?

Stocks can deliver growth, but often with significant volatility.

Bonds can provide stability, but may limit return potential.

That's why many investors are taking a fresh look at private real estate as a strategic portfolio allocation.

Over the past 20 years, private real estate has generated attractive returns with substantially lower volatility than the broader equity market.

The benefits go beyond diversification.

Private real estate can also provide durable income through long-term leases with built-in rent escalations, helping investors generate current income while offering a potential hedge against inflation.

In a world where investors are seeking both resilience and return, private real estate may provide the anchor a diversified portfolio needs.

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We'll keep walking through private real estate over the next few months.

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Investment in real estate is speculative and involves significant risk. For more information about certain of the material risks and limitations associated with Clarion Partners’ investment advisory products, strategies and services, please see Clarion’s current Form ADV Part 2A brochure, which is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/firm/summary/108803. Investors should consider their investment objectives, and it is strongly suggested that the reader seek his or her own independent advice in relation to any investment, financial, legal, tax, accounting or regulatory risks and evaluate their own risk tolerance before investing.

This material does not constitute investment advice, nor does it constitute an offer in any product or strategy offered by Clarion Partners LLC or Clarion Partners Europe, and should not be viewed as a current or past recommendation to buy or sell any securities. Any specific investment referenced may or may not be held in a Clarion Partners client account. It should not be assumed that any investment, in any property or other asset, was or will be profitable.

All Clarion Partners LLC and Clarion Partners Europe statistics, data and charts, including but not limited to assets under management (AUM), ESG data, sector data and property data, as well as data related to our investors, tenants and employees, are as of June 30, 2026 unless otherwise noted.

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