2025 Specialty Asset Management Outlook Released by Bank of America
Bank of America has released its 2025 Specialty Asset Management (SAM) Outlook, focusing on real assets as key portfolio diversification tools amid high interest rates and inflation. The report analyzes commercial real estate, farmland, timberland, and energy assets.
Key findings include:
- Commercial Real Estate shows positive momentum with stabilizing valuations and increasing liquidity
- Farmland presents opportunities as competitive pressures decrease and values remain stable
- Timberland emerges as an attractive low-risk investment, largely insulated from market cycles
- Energy sector trends toward natural gas, renewables, and carbon-friendly sources
The SAM team serves ultra-high-net-worth clients through Bank of America Private Bank and Merrill, managing timber, farm and ranch land, oil, gas, mineral interests, real estate, and private businesses. The bank serves approximately 69 million consumer and small business clients through 3,700 retail centers and 15,000 ATMs, with 59 million verified digital users.
Bank of America ha pubblicato il suo 2025 Specialty Asset Management (SAM) Outlook, concentrandosi sugli asset reali come strumenti chiave per la diversificazione del portafoglio in un contesto di tassi d'interesse elevati e inflazione. Il rapporto analizza il settore immobiliare commerciale, le terre agricole, le foreste e gli asset energetici.
I principali risultati includono:
- Immobiliare commerciale che mostra un momento positivo con valutazioni stabilizzate e aumento della liquidità
- Terre agricole che offrono opportunità grazie alla diminuzione delle pressioni competitive e alla stabilità dei valori
- Foreste che si confermano un investimento a basso rischio e largamente protetto dai cicli di mercato
- Settore energetico che si orienta verso gas naturale, energie rinnovabili e fonti a basso impatto di carbonio
Il team SAM assiste clienti ultra high-net-worth tramite Bank of America Private Bank e Merrill, gestendo foreste, terreni agricoli e ranch, petrolio, gas, interessi minerari, immobili e attività private. La banca serve circa 69 milioni di clienti retail e piccole imprese attraverso 3.700 filiali e 15.000 sportelli automatici, con 59 milioni di utenti digitali verificati.
Bank of America ha publicado su Perspectiva 2025 de Specialty Asset Management (SAM), enfocándose en activos reales como herramientas clave para la diversificación de portafolios en un contexto de altas tasas de interés e inflación. El informe analiza bienes raíces comerciales, tierras agrícolas, bosques y activos energéticos.
Los hallazgos clave incluyen:
- Bienes raíces comerciales muestran un impulso positivo con valoraciones estabilizadas y mayor liquidez
- Tierras agrícolas presentan oportunidades debido a la reducción de presiones competitivas y estabilidad en los valores
- Tierras forestales se destacan como una inversión atractiva y de bajo riesgo, mayormente protegida de los ciclos del mercado
- Sector energético se orienta hacia el gas natural, renovables y fuentes amigables con el carbono
El equipo de SAM atiende a clientes ultra high-net-worth a través de Bank of America Private Bank y Merrill, gestionando bosques, tierras agrícolas y ranchos, petróleo, gas, intereses minerales, bienes raíces y negocios privados. El banco atiende aproximadamente a 69 millones de clientes consumidores y pequeñas empresas mediante 3,700 centros minoristas y 15,000 cajeros automáticos, con 59 millones de usuarios digitales verificados.
뱅크 오브 아메리카는 2025년 전문 자산 관리(SAM) 전망을 발표하며, 높은 금리와 인플레이션 상황에서 포트폴리오 다각화의 핵심 도구로서 실물 자산에 중점을 두고 있습니다. 이 보고서는 상업용 부동산, 농지, 임야, 에너지 자산을 분석합니다.
주요 내용은 다음과 같습니다:
- 상업용 부동산은 가치 안정화와 유동성 증가로 긍정적인 모멘텀을 보임
- 농지는 경쟁 압력이 줄고 가치가 안정되어 기회가 존재
- 임야는 시장 사이클에 크게 영향을 받지 않는 매력적인 저위험 투자처로 부상
- 에너지 부문은 천연가스, 재생 에너지 및 탄소 친화적 원천으로의 전환 추세
SAM 팀은 Bank of America Private Bank와 Merrill을 통해 초고액 자산가 고객을 지원하며, 임야, 농장 및 목장, 석유, 가스, 광물권, 부동산 및 개인 사업체를 관리합니다. 은행은 약 6,900만 명의 소비자 및 소기업 고객에게 3,700개의 소매 지점과 15,000개의 ATM을 통해 서비스를 제공하며, 5,900만 명의 인증된 디지털 사용자를 보유하고 있습니다.
Bank of America a publié ses Perspectives 2025 en Specialty Asset Management (SAM), mettant l'accent sur les actifs réels comme outils clés de diversification de portefeuille dans un contexte de taux d'intérêt élevés et d'inflation. Le rapport analyse l'immobilier commercial, les terres agricoles, les forêts et les actifs énergétiques.
Les points clés comprennent :
- Immobilier commercial montrant un élan positif avec des valorisations stabilisées et une liquidité accrue
- Terres agricoles offrant des opportunités grâce à la diminution des pressions concurrentielles et à la stabilité des valeurs
- Forêts apparaissant comme un investissement attractif à faible risque, largement protégé des cycles de marché
- Secteur de l'énergie s'orientant vers le gaz naturel, les énergies renouvelables et les sources compatibles avec le carbone
L'équipe SAM sert des clients ultra fortunés via Bank of America Private Bank et Merrill, en gérant forêts, terres agricoles et ranchs, pétrole, gaz, intérêts miniers, immobilier et entreprises privées. La banque dessert environ 69 millions de clients particuliers et petites entreprises via 3 700 agences et 15 000 distributeurs automatiques, avec 59 millions d'utilisateurs numériques vérifiés.
Bank of America hat seinen 2025 Specialty Asset Management (SAM) Ausblick veröffentlicht, der sich auf reale Vermögenswerte als wichtige Instrumente zur Portfoliodiversifikation in Zeiten hoher Zinssätze und Inflation konzentriert. Der Bericht analysiert Gewerbeimmobilien, Ackerland, Waldflächen und Energieanlagen.
Wesentliche Erkenntnisse sind:
- Gewerbeimmobilien zeigen positive Dynamik mit stabilisierten Bewertungen und zunehmender Liquidität
- Ackerland bietet Chancen, da der Wettbewerbsdruck nachlässt und die Werte stabil bleiben
- Waldflächen gelten als attraktive, risikoarme Investition, die weitgehend von Marktzyklen unabhängig ist
- Energiesektor entwickelt sich hin zu Erdgas, erneuerbaren Energien und kohlenstofffreundlichen Quellen
Das SAM-Team betreut Ultra-High-Net-Worth-Kunden über die Bank of America Private Bank und Merrill und verwaltet Wald, landwirtschaftliche Flächen und Ranches, Öl, Gas, Mineralrechte, Immobilien sowie Privatunternehmen. Die Bank betreut etwa 69 Millionen Verbraucher und Kleinunternehmen über 3.700 Filialen und 15.000 Geldautomaten, mit 59 Millionen verifizierten digitalen Nutzern.
- Growing investor confidence in Commercial Real Estate with stabilizing valuations and increasing liquidity
- Bank of America's extensive specialty asset management expertise serving ultra-high-net-worth clients
- Strong market presence with 69 million consumer/small business clients and 3,700 retail centers
- Robust digital banking platform with 59 million verified users
- Diversified revenue streams through real assets management services
- Elevated long-term interest rates affecting investment landscape
- Persistent inflation impacting market conditions
- Farmland values remain stable to slightly lower
- Complex risk considerations in nonfinancial assets including potential total loss of value
- Market challenges in Commercial Real Estate sector over past few years
Amid elevated long-term interest rates and persistent inflation, investors turn to real assets to help mitigate market risk
"Characteristics of real assets, such as generally being uncorrelated with traditional investments and serving as a hedge against inflation, are increasingly relevant in the current environment," said Ken Shepard, SAM Executive at Bank of America Private Bank. "For well-informed, long-term investors, 2025 will be a good year to selectively build positions in certain real asset sectors."
The following themes are explored in the 2025 SAM Outlook:
- CRE demonstrates positive momentum: While CRE has weathered a range of challenges over the past few years, investor confidence in the space is growing, signaled by rebalancing supply and demand, stabilizing valuations and increasing liquidity.
- Farmland offers a pathway to stability and diversification: The 2025 crop year holds opportunity for knowledgeable investors as competitive pressures lessen and farmland values remain stable to slightly lower, allowing for more strategic maneuvering.
- Timberland bridges market uncertainties: Long-term investors with lower risk profiles in search of alternatives may find timberland an attractive investment, as biological growth is largely insulated from market cycles and geopolitical risk.
- Energy use increases globally: Myriad factors, including population growth, expanding manufacturing and rising living standards in emerging economies, have paved the way for increased energy usage. Looking ahead, the domestic energy supply will favor natural gas, renewables and other carbon-friendly sources.
Bank of America's SAM team has extensive experience managing timber, farm and ranch land, oil, gas and mineral interests, real estate and private businesses. The team works with ultra-high-net-worth Bank of America Private Bank and Merrill clients who own or seek to acquire real assets, as well as provide a wide range of services in managing these complex assets.
Learn more about diversifying wealth through nonfinancial assets.
Bank of America
Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in
Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation.
Nonfinancial assets, such as closely-held businesses, real estate, fine art, oil, gas and mineral properties, and timber, farm and ranch land, are complex in nature and involve risks including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations, and lack of liquidity. Nonfinancial assets are in the best interest of all investors. Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.
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Reporters may contact:
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Phone: 1.646.855.3267
julia.ehrenfeld@bofa.com
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SOURCE Bank of America Corporation
FAQ
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