Insights
Modern Portfolio Theory: How to Construct your Portfolio like the Pros
Modern Portfolio Theory is the financial version of “don’t put all your eggs in one basket”, and suggests 10-20% be invested into alternative investments.
read moreTag: investing strategy
Taxes
Understanding UBTI in Real Estate Investments
The real estate market in many parts of the country continues to be very strong. This is encouraging many individuals to consider it as an alternative to the stock market.
Insights
How to Invest in Retail Real Estate
In this article we will start with an overview of the retail asset class, discuss e-commerce and its effects on the space, review demand drivers and provide tips on understanding retail leases.
All Resources, Insights
Adding Value to Commercial Real Estate Assets
In this article, we explain how commercial real estate operators can potentially create value in commercial real estate assets and provide an illustrative example as well as a case study.
All Resources, Insights
The Returns Fallacy: Contemplating Volatility in Real Estate Targeted Returns
The assumption that the path to high realized portfolio returns is simply the sum of a series of high individual targeted returns is a recipe for disaster. In this article we describe the Returns Fallacy and describe techniques investors can use to improve their realized investment returns.
Insights
Understanding the Commercial Real Estate Transaction Process
In this article, we kick off the first of a three-part series on the commercial real estate transaction. Part I will cover the steps from developing an investment thesis to acquisition award (or winning the deal).
All Resources, Investing
How to Invest in Senior Housing Real Estate
In this article, we will provide an overview of the senior housing asset class, highlight recent changes in use and conclude with thoughts on how investors can use this information to make informed investment decisions.?
Investing
How to Invest in Self-Storage Real Estate
In this article, we will provide an overview of the self-storage asset class, highlight recent changes in use and conclude with thoughts on how to use this information to make informed self- storage investment decisions.
Investing
How to Invest in Hotel Real Estate
In this article, we will provide an overview of the hospitality asset class, explain the key metrics that are used to evaluate hotel performance, highlight recent changes in use and conclude with thoughts on how to use this information to make better informed investment decisions.
