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

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

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

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

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