Welcome back to our Spotlight Series, where we interview and showcase members from our team!
For this month’s “Spotlight,” we’re sitting down with Pat Brennan, Senior Vice President here at Capital Growth. With go-to expertise on real estate investments, Pat takes care of retirement planning and investment management for his clients. In this interview, we talk to Pat about his beginnings in real estate, his approach to investment management, and how he helps his clients make meaningful decisions.
I work with clients on their overall investment strategy and long-term planning, which includes legacy planning and working with their children.
I enjoy being a part of people’s lives and seeing them become comfortable with their various financial situations over time. I hope I’m helping to provide peace of mind for people.
A successful investment plan is highly personalized and should bring a sense of comfort for people when they think of their financial situations.
I was fairly successful and it helped to finance my undergraduate degree. It was a great learning experience and I gained valuable insight to not only the markets, but also the people that were a party to an escrow transaction.
I’ve always enjoyed real estate and generally think it should be a part of most investors’ portfolio and long-term income strategy.
I was trying to become more well-rounded and suspected the MBA would provide a more comprehensive education about how micro and macroeconomic pressure impacted the real estate and equity markets.
I knew them through family friends and felt they were highly ethical and passionate about the investment management business relative to helping their clients. I was very comfortable joining the firm in 1998 and still feel the same about their character.
I’d say: “You should have invested more aggressively in real estate and taken more chances with your personal investments.”
We love a number of places but always enjoy camping with family in the high Sierras. My wife and I really enjoyed East Africa and visiting Europe with the kids, too.
Good question – I try extra hard to listen carefully to their life-stories and this helps bring insight into who they are and what they value.
I think it makes sense to allocate a portion of your assets to real estate and there are many ways to gain this exposure, but remember it’s generally illiquid and keeping the right perspective is very important. Be careful not to get over-concentrated.