Candice Beaumont of $1.5 billion family office says 'worst is yet to come' for stocks, real-estate

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'This is the beginning of a new paradigm and the beginning of a cycle where we're in a multi-year contraction,' says the Lazard Freres veteran.

Stocks and real-estate face the end of a nearly 20-year bull run and many family investors are poorly prepared for the "tough times ahead," said Candice Beaumont, chairman of the Salsano Group family office. Beaumont, who oversees more than $1.5 billion in assets from Miami, said surging interest rates are setting the stage for a prolonged correction in stocks, office real-estate and sectors of private equity. "The worst is yet to come," Beaumont said.

"I see people buying multi-[family] real-estate for a 4% return while you can get 4% or better cash, risk-free without any leverage," she said. "We think the market has been a bit slow to catch on." Salsano holds a diverse portfolio of cash, treasuries, hedge funds, public equities and other investments. Yet its main focus is private equity, where it's achieved a 35% internal rate of return, Beaumont said.

 

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