News & Insights

Bailard’s real estate platform begins 2026 following a carefully planned leadership transition. Effective January 1, Tess Gruenstein and James Pinkerton now serve as co-heads of the platform, succeeding Preston Sargent, who retired as President and CEO of the Bailard Real Estate Fund (BREF) at year-end.

Bailard is honored to be named one of the Top 100 Bay Area Corporate Philanthropists by the San Francisco Business Times—marking the firm’s fifth consecutive year on the list. Bailard climbed to #65 for 2025, continuing its upward trajectory from #89 in its first appearance in 2021 and joining a distinguished group of honorees including Salesforce, Google, the San Francisco 49ers, and Levi Strauss.

Bailard, an independent wealth and asset management firm, has once again been recognized as one of the San Francisco Chronicle’s Top Workplaces in the Greater Bay Area. Ranked first in the small company category (35-149 employees), this marks Bailard’s second consecutive year on the list—based entirely on employee feedback.

Bailard advances its efforts to seize opportunities in the evolving real estate market. With a disciplined investment approach and an expanded team, the Bailard Real Estate Fund is positioned for growth in the year ahead...

Bailard, an independent asset and wealth management firm based in the San Francisco Bay Area, has been named one of the 2024 Best Places to Work in Money Management by Pensions & Investments. The firm is honored to be ranked fifth in its category (companies with 50-99 employees). This marks the seventh consecutive year that Pensions & Investments has recognized Bailard.

Bailard today announced its ranking among the San Francisco Business Times’ annual top 100 Bay Area Corporate Philanthropists list, for the fourth year in a row.

Bailard, Inc. proudly announces its Bailard Foundation reached $1 million in grants and donations distributed in just its first five years. As of June 30, 2024, the Bailard Foundation has distributed $1,008,037 since its inception in June 2019, over 90% of which has directly benefited the local Bay Area community.

Bailard, Inc., an independent wealth and asset management firm, proudly announces its recent certification as a B Corporation™ (B Corp™). This achievement marks a significant stride in the firm’s dedication to values-driven practices that benefit its clients and employees, and the community.

Curious about the commercial real estate outlook for 2024? Tess Gruenstein, SVP of Acquisitions & Portfolio Management for Real Estate, joins other real estate experts in dissecting the changing landscape in an outlook piece featured on GlobeSt.com...

Bailard, a values-driven asset and wealth management firm, is delighted to announce that Tess Gruenstein (Senior Vice President, Acquisitions & Portfolio Management, Real Estate) has been honored as one of Pensions & Investments’ Influential Women in Institutional Investing.

AI is transforming every sector of the economy and Multifamily real estate is no exception. Tess Gruenstein, SVP of Acquisitions & Portfolio Management, shared her thoughts on the topic with Jeffrey Steele for Multi-Housing News...

A byline for NAREIM Dialogues, penned by Bailard Real Estate's Jamil Harkness, discussing the opportunities in the multifamily property type.

Jamil Harkness, Real Estate Research & Performance Associate, offers a broad introduction to the potential for attractive investment opportunities in a segment of the multifamily property type that Bailard defines as “Attainable A.”

Bailard, Inc. announced today that the Bailard Real Estate Fund (the “Fund”) has been added to the National Council of Real Estate Investment Fiduciaries’ (NCREIF) Open-end Diversified Core Equity Index (NFI-ODCE) as of March 31, 2021. Bailard’s Fund joins as the NFI-ODCE’s 27th active fund.