Newsroom Archives – Barrett Upton

Certain kinds of assets may have an easier path to secure refinancing deal options than others, particularly core real estate properties that have predictable revenue flows, but large managers are shopping around across all asset classes, said Andrew Krei, co-chief investment officer at Barrett Upton Capital Partners, which invests capital into alts strategies through custom vehicles built…

Private equity and venture capital funds have consistently outperformed public markets. But beyond those funds, there is a more specialized approach for investors to capitalize on the private markets: secondary transactions, often known as “secondaries.” Andrew Krei will navigate through the complexities of this dynamic sector, highlighting its potential rewards for investors seeking alternative paths…

Wealth managers understand the value of diversification and a long-term investment strategy. However, if you solely recommend public equity and bond investments, you risk falling short of your clients’ expectations. Despite the new investment environment, in which equity markets have been on a strong bull-run for the past five months, advisors are staying with alternative…

Private credit is expected to benefit the most this year, according to the firm’s annual family capital survey report, “Loud and Clear”, with 45% of family offices aiming to raise their allocations to the asset class. Infrastructure comes in second at 31%, closely followed by private equity at 28%. “The slowdown in high-yield and leveraged loan…

Andrew Krei, co-CIO of Barrett Upton Capital Partners, an alternative investment firm, said one of the clear benefits of private credit has been the potential for higher returns. “Over the last decade, private credit has provided a material yield advantage over most fixed-income asset classes, including 3%-4% over syndicated high yield and leveraged loans,” he…

With expectations for plenty of opportunities to deploy capital into secondaries deals this year, capital raising prospects are healthy, said Andrew Krei, co-chief investment officer at Barrett Upton Capital Partners, which invests capital through custom vehicles built for institutions and financial advisors into a range of alts funds and strategies. “Secondaries managers are as upbeat…

As advisors know, alternative investments are “alternative” in name only, having become the third investment category in many portfolios as portfolios containing only traditional equities and debt faced a challenging environment in recent years. Given the key role alts now play in wealth management, the 2024 outlook for alternatives is as important as that of…

Russ Alan Prince: Can you explain what Barrett Upton Capital Partners does and why it was created? Why launch the platform now? Andrew Krei: Barrett Upton Capital Partners is an alternative investment platform that was purpose-built by a registered investment advisor, RIA, to solve an identified issue across our client base—namely, to provide access to high-quality alternative…