Our Approach to Real Estate Investing: Insights from Brad Morrissey and Brian Butt of Johnson Investment Counsel 00:10:00
Brad Morrissey serves as a Credit Analyst at Johnson Investment Counsel, where he plays a crucial role in evaluating investment opportunities within the real estate sector. With a background in financial analysis and risk assessment, Brad ensures that real estate investments align with the firm's rigorous standards for diversification and income generation. His expertise in assessing creditworthiness and market trends contributes to the firm's strategy of integrating real estate into client portfolios. In this edition of JIC Research Edge, Brad shares insights into the types of real estate investments considered and the benefits they offer in terms of diversification and inflation protection. Brian Butt is a Portfolio Manager at Johnson Investment Counsel, responsible for overseeing investment strategies that incorporate real estate assets. With a focus on balancing growth and income objectives for clients, Brian leverages his experience in portfolio management to optimize real estate allocations within broader asset allocation models. His strategic approach to real estate investing aims to enhance portfolio diversification and provide stable returns over the long term. In this discussion, Brian discusses how Johnson Investment Counsel clients access real estate investments and the specific types of real estate assets the firm favors for client portfolios.