Wealth Management Invest · 2026-03-23 · 32 min
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.
Wealth Management Invest: Unpacking Autocallable ETFs with Matt Kaufman77 / 100Wealth Management Invest: BofA Merrill’s Mark Sutterlin on Alternatives AllocationsWealth Management Invest: Private Credit, Liquidity Pressures and Market Signals with Chris AcitoWealth Management Invest: Scaling Personalization and Private Markets with InvestCloud’s Cheryl NashWealth Management Invest: Exploring Interval and Tender Offer Funds with XA Investments’ Kimberly Flynn