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Can Private Assets Offset Volatility in Turbulent Markets?

As featured on Advisors.ca  and InvestmentExecutive.com:

In today’s environment, asset managers are navigating seismic shifts in public market dynamics that tend to emerge every five years or so. The recent downturn in equities has led some professionals to reassess their public market exposure and explore alternative strategies to mitigate portfolio volatility.

Unstable politics and overpriced stocks: A risky combination

With Donald Trump’s ascent to the Oval Office, public markets were destined for heightened volatility. The threat of tariffs against key trading partners was guaranteed to disrupt markets, marking a historical shift away from a global free-trade model.

Mitigating portfolio risk through private asset allocation

While equities attract most investor attention due to dominant news coverage and their easily measurable price movements, private assets, when used strategically, can help mitigate public market risk. With mark-to-model valuation methods, volatility can be largely eliminated, as unit value changes are not impacted by weekly market fluctuations.

Private assets: Outperformance and stability are possible

2024 quarterly returns & annualized performance Skyline Apartment REIT vs. (top 5) public apartment REITs. Annualized 2024 returns for Skyline 10.52%. Annualized 2024 returns for the top 5 public apartment REITs -9.21%. Source data: Yahoo Finance (equities; Morningstar (dividends)

Skyline’s REITs and Clean Energy Fund have a strong performance track record, and 2024 was no exception. Skyline Apartment REIT, our largest trust by portfolio fair value, significantly outperformed its public market peers in 2024. We feel it’s a comparison that underscores the trust’s resilience and ability to excel in volatile conditions.

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About Skyline

Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets, and offers them as private alternative investment products.

Skyline currently manages over $9 billion* in assets across its real estate and clean energy platforms.

With approximately 1,000 employees* across Canada, Skyline works to provide safe, clean, and comfortable places for tenants to call home, great places to do business, sustainable solutions for a greener future, and an engaging experience for its investors.

For more information about Skyline Group of Companies, please visit SkylineGroupOfCompanies.ca.

*As at December 31, 2024

For media inquiries, please contact:

Cindy Beverly
Vice President, Marketing & Communications
Skyline
5 Douglas Street, Suite 301
Guelph, ON N1H 2S8
cbeverly@skylinegrp.ca

Skyline Wealth Management Inc. (“Skyline Wealth Management”) is an Exempt Market Dealer registered in all provinces of Canada. The information provided herein is for general information purposes only and does not constitute an offer of securities. Sales of interests in any investments offered by Skyline Wealth Management are only made to certain eligible investors pursuant to regulatory requirements and available exemptions.

Commissions, trailing commissions, management fees and expenses all may be associated with investments in exempt market products. Please read the confidential offering documents before investing. There is no active market through which the securities may be sold, and redemption requests may be subject to monthly redemption limits. Exempt market products are not guaranteed, their values change frequently, and past performance may not be repeated. Nothing in this email should be construed as investment, legal, tax, regulatory or accounting advice. Prospective investors must make an independent assessment of such matters in consultation with their own professional advisors.

Some of the investment products offered by Skyline Wealth Management are from related issuers. A full list of issuers related to Skyline Wealth Management and details of the relationship between them is available upon request.

The information contained within is disseminated by Skyline Wealth Management Inc. ("Skyline Wealth Management") on behalf of the Issuer as at the date of publication and Skyline Wealth Management does not undertake to advise the reader of any changes. The opinions and statements expressed within are those of the Issuer and do not necessarily reflect those of Skyline Wealth Management. Skyline Wealth Management has not taken any steps to verify the accuracy or completeness of the information provided herein.