REITs vs. Syndications

Commercial real estate (“CRE”) has long attracted investors for its cash flow, appreciation, and capital preservation advantages. Unfortunately, very few investors have the expertise or substantial capital to acquire commercial real estate on their own. Fortunately, there are passive investment alternatives investors can turn to enjoy the financial benefits of CRE investment without the steep […]

The Right Perspective

The Dow closed below 20,000 for the first time since January 20th, 2017, the day President Trump was inaugurated. After setting a closing record of 29,551.42 on February 12th of this year, it has since lost every gain since Inauguration Day on fears of the COVID-19 (Coronavirus) pandemic – closing at 19,898.92 as of the […]

Is Below Average Good Enough for Your Portfolio?

When has below average ever been good enough? You wouldn’t settle for a below-average brain surgeon or below-average teachers for your kids, so why settle for below average with your investment portfolio? And if you’re playing the Wall Street diversification game, below-average is exactly what you can expect. In a mathematical sense, diversification is meant […]

The Myth About Diversifying With Private Investments

Following the ‘07-’08 Financial Crisis, the financial markets saw a massive upswing in private market investments because of the desire by investors to move away from Wall Street volatility that saw many investors lose more than half the value of their portfolios during the crisis. The myopia of investing in the public markets where investors […]