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WHY PRIVATE REAL ESTATE

A strategic addition to a traditional portfolio of stocks and bonds

 

Relative to a traditional portfolio composed of 60% large-cap stocks and 40% bonds, a portfolio which includes some allocation to private real estate has historically shown the ability to drive higher returns, with generally more annual income and lower volatility over the past 20 years. Learn how allocating 20-30% to private real estate could impact your portfolio.

Income

Year after year, real estate has proven its ability to deliver superior income streams to investors.

 

Stability

While other types of investments zig and zag, real estate has a reputation for staying steady.

Risk-adjusted return

Managing your portfolio’s risk doesn’t need to mean sacrificing return potential.

 

Consistent historical income generation

 

Real estate has a well-earned reputation for being a reliable source of passive income. In fact, the income component of the NPI (the index that tracks private real estate performance), has averaged a higher rate than the yields of the other major asset classes

Resilience during past economic crises

Private real estate has historically demonstrated low correlation with both publicly traded stocks and REITs. When public sectors of the market have exhibited greater degrees of volatility and vulnerability to investor sentiment, real estate has been steady in comparison — especially during the past major economic crises.

A balance of security with return potential

Of the major asset types now readily available to online investors, private real estate generally mitigates risk while still prioritizing attractive returns

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