Tax optimization strategies for maximum impact

Most investors want help reducing their taxes.  Employing tax optimization strategies that seek to increase client outcomes is a critical and measurable demonstration of your value as an advisor.

While many clients think about tax planning on a year-to-year basis, you know that a strategic approach that spans multiple years is a powerful way to amplify the benefits of tax optimization. We believe by taking a multiyear view, you can not only identify the most tax-efficient strategy to achieve a specific financial objective, but also the best time to implement it – potentially maximizing available tax savings.

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1031 UPREIT Advisor Playbook

A significant opportunity for financial professionals and accredited investors,

1031 UPREIT programs may offer an attractive, tax-advantaged solution for a number of qualified investment property owners.

This playbook can help you understand how 1031 UPREIT programs work so you can effectively use them to differentiate and grow your practice. It includes specific guidance on how to identify and engage appropriate clients and prospects who may benefit from the programs.

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The future of alternatives

What do today’s dynamic markets offer long-term investors? How can they reconcile complex structural shifts with the latest innovations in asset classes and portfolio construction?

Four themes for 2026

  • The acceleration of AI and digital infrastructure investing
  • The convergence and complexity of public and private markets
  • The tail risks of geopolitics, fiscal imbalances and demographics
  • The integration of the energy transition and sustainability in portfolios
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The case for private markets: three things to know

In this uncertain market environment, investors struggle to enhance returns and reduce risk. Private markets — assets that are not traded on public exchanges, including debt, equity, real estate and real assets — may help achieve those goals. Investors should consider three important benefits as they evaluate allocating to private markets.

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Private capital in 2026: Foundations for a changing market

Key Considerations for 2026

  • Seize the constructive backdrop – with discipline: Lower interest rates and rising M&A may support greater deal activity, but a focus on quality assets, disciplined underwriting and resilient business models remain important to mitigate potential risks.
  • Avoid the crowd: U.S. traditional middle market lending – particularly in sponsor-backed deals – has seen evolving participation trends in recent years, offering the potential for modest leverage, compelling yields, and an attractive diversification opportunity for investors looking to complete their private credit exposure.
  • Value full-spectrum capabilities: Faced with unpredictable conditions, we believe sponsors will increasingly seek trusted capital partners who consistently provide flexibility, a full range of creative solutions and certainty of execution, regardless of the macro backdrop.
  • Navigate accelerating manager differentiation: Relative performance will come into sharper focus as returns diverge further, leading to increased bifurcation in an increasingly discerning fundraising market.
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Viewpoints from the Global Investment Committee

Casting a wider net: Can investors branch out when so much is priced in?

Key Takeaways

  • Despite higher volatility and some elevated risks, many areas of the global financial market appear fairly valued, creating potential investment challenges.
  • We suggest investors cast a wider net, looking for deeper diversification across markets, while also seeking to capitalize on potential market turnarounds in spaces such as municipal bonds and private real estate.
  • We also think some market segments have room for further upside, including U.S. large cap equities, infrastructure and private credit.
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Three reasons to consider tax advantaged long/short equity investing

Tax advantaged long /short strategies can help address highly specialized pain points for more sophisticated clients, providing potential opportunities to save taxes, mitigate risk, tax transition portfolios and reduce client acquisition friction.

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2026 Real Estate Outlook

Navigating the real estate resurgence

The painful reset of private real estate seems to be in the rearview mirror, and we expect 2026 to be a good vintage for real estate investment. Values have stabilized, total returns are positive in most markets and limited new construction activity bodes well for medium-term fundamentals. Shifts in geopolitics, trade, monetary and fiscal policy around the globe may create headwinds and tailwinds for various sectors and geographies, but in our opinion, the megatrends that underpin our investments may play out over decades.

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Tax advantaged long/short advisor playbook

When your clients face transformational wealth events that trigger significant tax consequences, traditional investment strategies may fall short. Tax-advantaged long/short strategies represent a powerful evolution by strategically applying both long and short extensions to a portfolio, aiming to harvest losses at scale and improve after-tax returns while staying fully invested.


This approach helps you deliver enhanced value through advanced tax management techniques, robust portfolio tools and deeper client relationships, establishing your practice as a destination for high-net-worth clients.

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Why 2026 is Pivotal for U.S. Self-Storage

Market context and current position

Research indicates that the self-storage sector reached an inflection point in 2026. Following several years of normalization, data suggests that the fundamental characteristics that historically made this asset class attractive may be reasserting themselves. While market conditions appear to be creating potential entry points, they still merit careful consideration.

The sector’s resilience across various economic environments is well-documented. This track record was particularly evident during the pandemic years of 2021 and 2022, when demand surged. Remove work arrangements, household relocations, and shifting space needs drove occupancy and rental rates to unprecedented heights according to industry data.

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