Thief in the Night? What the Great Inflation Can Teach us Today
Supply chain shortages. Escalating costs for energy, gasoline, and food. Rising interest rates. Political turmoil. Pressure on the Fed. No end in sight. If this sounds familiar, it should. We are living our version of this scenario today. You may find it interesting...
The Four Quadrants of Real Estate Investing
Registered investment advisors are consistently challenged with designing client portfolios that deliver sufficient returns while minimizing risk. This often requires finding alternative investment opportunities that will perform well under the different market...
The Big Five Traditional Types of Real Estate Property
Private real estate (PRE) may offer many benefits to investment advisors tasked with building and managing client portfolios. For example, using it as a “third leg” to complement a traditional stock and bond allocation may help add stability in volatile markets. This...
The Four Styles of Private Real Estate: How to Match These Strategies to your Clients’ Traditional Stock & Bond Portfolios
Advisors are increasingly discovering the potential benefits of private real estate: tax-favored income, potential appreciation, low volatility, and uncorrelated returns. Private real estate may enhance a traditional balanced portfolio’s risk/return profile. But...
