Investing with Diversity

An Interview with Jani Venter on Private Real Estate Strategy

Geneva Benefits Group has served the Presbyterian Church in America (PCA) for over 50 years, providing retirement and benefits solutions designed with ministry leaders in mind. Built by a team that understands the unique challenges pastors and ministry staff face, Geneva continues to steward financial resources with integrity and purpose.

Recently, Geneva’s Investment Specialist, Will Chang, sat down with Jani Venter, Managing Director and DC Head of Real Estate Solutions at JP Morgan, to discuss the strategic role of private real estate in custom target date funds. With over two decades of experience in U.S. commercial real estate, Jani shared insights on how this asset class enhances diversification, stability, and long-term growth for retirement portfolios.

Unlike residential property flipping, private real estate in institutional portfolios is all about long-term investments across different types of commercial properties. Jani explained that their strategy focuses on the “four food groups” – office, retail, residential, and industrial – plus newer areas like single-family rentals. These investments aim to meet market needs while providing steady income and growth.

The goal is simple: deliver solid returns over time, with most of that coming from income. By owning high-quality properties and working with local partners, the team creates lasting value for participants.

Private real estate also adds diversification. It doesn’t move in lockstep with stocks or bonds. For example, in 2022, when both stocks and bonds dropped about 20%, private real estate stayed positive – helping protect participant balances. Historically, this asset class has been resilient, with only a few down periods since the 1970s.

Looking ahead, Jani is optimistic. Real estate markets are early in their recovery, fundamentals are strong, and trends like technology and logistics continue to drive demand. For participants in Geneva’s custom target date funds, this allocation offers stability, income, and the power of long-term compounding.

This collaboration between Geneva Benefits Group and JP Morgan reflects a shared commitment to stewarding resources wisely and serving those who serve the church. For church employers and participants, it’s a reminder that thoughtful diversification – such as adding private real estate to target date funds – can align with financial goals and long-term security.

To learn more about Geneva’s investment strategies and retirement planning services, visit https://genevabenefits.org/retirement-services/.