Wilshire

Private Markets

Real Assets

Wilshire offers specialized real asset consulting on either an advisory basis or through a custom fund discretionary offering designed to accommodate existing real assets exposure or to structure a new allocation. Wilshire’s experienced real assets team provides focused research for public and private real estate, timber, infrastructure, mining, agriculture and other natural resource offerings, commodities and Treasury Inflation-Protected securities (TIPS). Our investment professionals work with fund sponsors to build a well-diversified portfolio that offers inflation protection as well as return generation opportunities. We consider overall portfolio liquidity when structuring investments to insure that all aspects of risk, investment, operations and liquidity are identified and addressed.

Our extensive manager and partnership due diligence process affords clients a comprehensive database of products. We provide rigorous investment and operations due diligence on each investment opportunity and ongoing monitoring of investments.

Wilshire offers a broad suite of capabilities to the plan sponsor community with regards to real assets. These capabilities can be delivered via both non-discretionary and discretionary/separate accounts. It is understood that different clients and prospect may have a broad spectrum of approaches to building out their real asset portfolios. Wilshire is able to offer these services in a seamless and streamlined manner with a singular point of contact.

Wilshire has research capabilities within real assets across private equity-like structures and public market segments within the asset class. These include:

  • Natural Resources partnerships
    • Oil and gas partnerships, including upstream, midstream and downstream offerings
    • Timber, or TIMO, partnerships
    • Mining partnerships
    • Commodity-focused partnerships
    • Agriculture partnerships
    • Other natural resource partnerships, such as partnerships focused on water rights and carbon credits
  • Infrastructure Partnerships
    • Value-added and opportunistic real estate partnerships
    • Core and core-plus real estate, and other open-ended vehicles investing in one or more real asset categories
    • TIPS
    • REITS (including, public timber REITS)
    • Publicly traded commodities vehicles
    • Publicly-traded infrastructure strategies and MLPs