Why Direct Real Estate

One of the greatest mantras in all of investment strategy is “diversify, diversify, diversify.” For good reason, too. We know from academic studies, history and personal insight that diversification is one, if not the primary driver, of any portfolio’s performance. It can mean, the difference, during good times, between mediocre and healthy returns, and during […]

Warren Buffett quips that his favorite holding period is “forever.” That’s fine for him and, like most of his sentiments, sage advice. But for most investors, it’s merely aspirational. Whereas Buffett can wait for the cows to come home for healthy returns, retail investors have shorter horizons and tighter constraints at play.

  Investing in a Real Estate Investment Trust (REIT) is a popular way to “diversify” into real estate. However when you invest in a REIT you do not actually own real estate, you own a share of stock in a company. Here are 5 reasons you can do better with direct ownership…

I was recently talking with a principal of a billion dollar global investment fund and he made the comment that even most high net worth investors are underweighted in commercial real estate investments. The comment reminded me of David F Swenson and the Yale Model. This investment strategy highlights just how essential real estate allocation […]

  On Tuesday, April 30th 2013, Apple Inc made history by selling $17 billion worth of corporate bonds. Investor demand for the bond issuance reached $50 billion according to reports. Apple’s 10 year bonds were priced at a 2.42% annual yield. But that’s paltry compared to owning property…