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Private real estate leads in Sharpe ratio, Bonaventure analysis shows

PUBT·11/12/2026 03:52:01
Private real estate leads in Sharpe ratio, Bonaventure analysis shows
  • Bonaventure's asset-class analysis found private real estate delivered the highest risk-adjusted returns, while public equities led long-term absolute performance.
  • Private real estate's Sharpe ratio reached 1.01 versus 0.55 for public equities in data as of 2025.
  • Periodic property valuations smoothed reported volatility, limiting comparisons; Sharpe ratios do not directly capture liquidity or financing risks.
  • Public equities returned 10.6% annualized over 20 years through Q1 2026, compared with 6.3% for private real estate.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Bonaventure Realty Group LLC published the original content used to generate this news brief on November 11, 2026, and is solely responsible for the information contained therein.