Andy Hagans has shifted his portfolio to roughly 50/50 public and private assets over the past three to five years. He's increased real estate exposure with several purchases he still feels good about, though he's slowed his reallocation this year to focus on finding value.
It's not quite 50/50. It's just— but it's been moving there over the past, let's say, 3 to 5 years. It's been slowly moving more towards 50/50 public-private. And things this year for me have slowed down in terms of reallocating because I'm looking for value. And I was, I was investing. I've been investing more in real estate in the past couple of years, and I made a couple of investments that I still feel good about, you know, even, even at, you know, the higher price levels of a couple of years ago.
