Tag Archive for ‘Equity’

Real Estate as an Asset Class

After extensive research and experience within a specific market and its sub-markets, trends and characteristics develop that allow an investor to set up portfolio models similar to other asset classes.

Time to Re-balance your Portfolio?

Adding additional positive cash flow real estate assets to an investment or retirement portfolio can both stabilize volatility and significantly affect returns. Opportune times for adding real estate include; when downsizing (using leftover equity for a 1031 exchange), upon retirement (as an alternative investment for a lump sum cash out), or after receiving an inheritance (where the goal is to preserve capital and maximize annual cap rate).

Case Study – Baby Boomers – Increasing Passive Income for Retirement

With retirement looming and a need to find stronger returns from their investments, how can baby boomers use their current equity to increase passive income?

This case study gives a real world example.