Ferguson Wellman
Investment Excellence Lifelong Relationships
Customized investment portfolios for individuals, families, foundations, endowments, corporate retirement, and pension plans starting at $4 million
Investment Excellence Lifelong Relationships
Customized investment portfolios for individuals, families, foundations, endowments, corporate retirement, and pension plans starting at $4 million
News and Views from Ferguson Wellman and West Bearing Investments
In our Investment Outlook 2025 events, we will share our thoughts on the real estate market and the opportunities ahead. While the commercial real estate sector appeared to hit bottom early last year, it showed a positive trend in the latter half, with core real estate values increasing 6% per the Green Street Commercial Property Index (Green Street CPPI). As mentioned in previous publications, we favor opportunities in industrial warehouses, apartments and data centers, which saw values increase last year. However, our publications have not as deeply explored one segment of commercial real estate (CRE): office space.
There are two SECURE Acts, both of which were designed to enhance retirement savings and provide more flexibility for savers by updating and introducing new retirement planning rules.
Lately, clients have been asking us one question: how are longer-term bond yields moving higher when the Federal Reserve is cutting interest rates?
Our investment principles are our guiding tenets for every portfolio. To learn more about our approach to managing our clients’ assets click here