State of the Private Real Estate Market Post US Election with DJ Van Keuren

Buffett’s Three-Step Rule of Focus for Success

To set you on the right course, take a coaching lesson from Buffett himself. He once walked his personal pilot through a life-changing exercise in goal-setting that's since become popular in productivity and career circles. It's a simple, three-step process to set boundaries, say no to distractions, and home in on success. It goes like this: 1. Write down a list of your top 25 career goals. 2. Circle the five most important goals that truly speak to you. These are your most urgent goals. Now here's the real kicker. 3. Completely eliminate the other 20 goals you have listed. Just cross them off, despite if they ...

Here's How to Use Commercial Real Estate in Goal-Based Investing

This type of strategy ensures that assets will be available when investors need them. The markets have see-sawed hundreds of points over the past few days as Americans voted and the aftermath became clear. Stock markets have historically been susceptible to significant events, and the Donald Trump upset win in the presidential election certainly qualifies as that. What is an investor to do? Bonds aren't the answer. Increasingly, they move in the same direction as stocks during market ups and downs. That makes them less attractive than in the past as a hedge on market risk. A byproduct of this trend: Investors are taking a closer look at private-equity real estate and other alternative investments. Shielded from daily market swings, these assets strengthen portfolios with their high returns and low volatility. In addition, there is a bigger change in investment strategy that plays to the strength of private-equity real estate. It is ...

Harvard's Endowment commits to a target investment range into real estate between 10% to 17% for 2016

Years ago, before the downturn I was paying very close attention to the investing allocation of my Alma Maters Endowments Investing Strategy HMC (Harvard Management Company), especially in the area of real estate. I believe that not only was Harvard a great place to understand the importance of investment allocation strategies before the downturn but even more so since the downturn. In fact, investors who are looking to enhance the performance of their investment portfolios probably won’t find a better investment model than the one used by the $37.6 billion endowment for Harvard University. The entity in charge of managing the endowment, Harvard Management Company (HMC), has accrued an impressive investment track record across its 41-year history. As of fiscal year 2015, the endowment had produced an average annual return of 12.2% – 290 basis points higher than the average 9.3% return of a typical U.S. 60/40 stock and bond portfolio. The methodology behind HMC’s success i...

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