How to Incorporate Real Estate and Infrastructure Together to Hedge Against Volatility | A Manager Conversation with Ninepoint’s Jeff Sayer

In this manager conversation, Sightline Wealth Management’s Warren Gerow speaks with Jeff Sayer, vice president and portfolio manager at Ninepoint Partners. Sayer oversees global equity, infrastructure and real estate investment strategies for the firm. During their conversation, Sayer provides an update on two funds he manages that are not strictly correlated to the overall market: the Ninepoint Global Real Estate Fund and the Ninepoint Global Infrastructure Fund. He explains how they can be used in conjunction to protect portfolios from broad market volatility.

Some of the specific topics Gerow and Sayer address include:

  • An overview of the Ninepoint Global Real Estate Fund and Ninepoint Global Infrastructure Fund, including AUM, geographic position and number of holdings
  • Specific areas in the real estate market where the Ninepoint Global Real Estate Fund has exposure
  • How rising interest rates have impacted the real estate market
  • The most promising areas in the multi-family residential and industrial sectors in Canada and the U.S.
  • The ways the Ninepoint Global Infrastructure Fund is taking advantage of the current and predicted growth in clean energy and infrastructure
  • The importance of the dividend component during analysis when looking at potential holdings for both funds
  • The current lack of breadth in the overall market and how the funds are positioned to benefit from its broadening
  • What may happen to the funds’ portfolio performance and allocation strategies if a recession occurs

As always, if you have any questions regarding this conversation or are interested in allocating toward the Ninepoint Global Real Estate Fund or the Ninepoint Global Infrastructure Fund, please do not hesitate to contact us. Also, make sure to stay tuned for another conversation with Sayer, where he will provide valuable insights into the Ninepoint Focused Global Dividend Fund.

Important Information: 

Warren Gerow is an independent investment wealth consultant at Sightline Wealth Management.

Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts. 

Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds. 

Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.

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