The Guided Retirement Show

064: Accessing Liquidity in REITs and Private Real Estate Markets with Brian King


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We’ve seen incredible growth in the alternatives market over the last several years, and plenty of secondary markets have emerged for corporate investments. But what do you do if you want to invest in assets like real estate investment trusts (REITs)? These investment vehicles come in all shapes and sizes. Some have been wildly successful, and others have been complete and total flops. 

To help us improve our understanding of these investments, I’m thrilled to welcome Brian King. Brian is the CEO of Realto, a marketplace for non-traded securities that would otherwise be illiquid. Institutional and even retail buyers can use platforms like Realto to buy positions in REITs. 

In our conversation, we explore why you might (or might not) want to invest in private markets, how a platform like Realto helps determine the actual value of illiquid assets, and the alternative marketplaces he sees emerging in the months to come.

In this podcast interview, you’ll learn:

  • Why it’s so hard to know what you’re specifically investing in when working through broker/dealer channels.
  • Why real estate is by nature illiquid–and why so many REITs have never had liquidity events.
  • Why you should be wary of letters from McKinsey, CMG, and Comrit.
  • How real estate can act like a bond on steroids when an asset performs well.
  • Why a marketplace for private debt and private equity is in Brian’s future. 

Get Today's Show Notes

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/64

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

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The Guided Retirement ShowBy Dean Barber

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