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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 is th
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Suggested Ways a New Manager Should Approach a Family Office Who They Want To Do Business With

Reaching out to family offices in the hope of doing business together is something that people, including myself always wrestle with.   Some Family Offices are  easier to work with than others, and some have certain steps that they want you to take.   This post is from 5 Family Office Representatives that list what they suggest is t he best way for a new manager to approach a family office that they want to do business with :  CEO -  Single Family Office (SFO) The approach really depends on if we have an interest in the strategy the manager is presenting.  With that being said we are always looking for great new managers. PRESIDENT & CIO -  Single Family Office (SFO) Email / Call / Meeting.  Send Deck First! CIO//SENIRO WEALTH ADVISER AND PORTFOLIO MANAGER-  Multi Family Office (MFO) The team should be first rate, experienced and trustworthy.  The investment thesis must accord with Team experience and fit current and future investment environment.  Executive sum
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Real Estate Cycle Part I

For some time now I have been working closely with a brilliant economist out of the UK regarding real estate market cycles.   I wanted to share with you some of his comments on the real estate market cycle in a two part blog.  - DJ By:   Akhil Patel Part 1: What investors need to know about the real estate cycle If I were to tell you that property investors could have known in advance that the property market was going to tank from 2006 on wards and that they could have avoided losing the trains that were wiped off the value of real estate: would you have believed me? Well, now that The Big Short has shown that some investors exploited the financial meltdown you may think that it is possible. But the book and film make it out that you have to be super smart, a total contrarian. And have access to people to do research for you. They made it seem like it was a one-time event. Even those super-smart guys don’t get it. That’s the long and short of it. Here
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