I Want to Optimize My Portfolio for Targeted Risk-Adjusted Returns
As your financial goals change over time, likely so does your investment strategy. We see this as an accepted tenet in stock portfolios' management, exemplified by the retirement target fund. When you are a young investor, you may have more aggressive asset accumulation goals accompanied by higher risk tolerance. The reasoning that supports this approach is that you have time to make up for any losses that you may incur, and you can afford to take greater chances in the pursuit of maximizing potential returns. Accordingly, an age-targeted approach would incline toward growth stocks. As you move closer to the time when you emphasize seeking income from your assets, your choices may shift in the direction of equities that aim to provide dividends. Eventually, as stability upstages growth as a goal, you may swing toward holding bond quality assets.
What To Expect From The Student Housing Market In A Recession
McKenna Jacona, a sophomore at the University of Nevada, Reno, was excited to move back to Reno this fall and start classes at UNR. Last year, the 19-year-old, along with a few thousand other UNR students, were forced to move out of the college’s dorms on short notice after the university closed its student housing and campus in late March during the initial COVID-19 shutdown.
The Execution Risk Associated With 1031 Exchanges
Savvy investors know that a 1031 exchange can help boost potential cash flow and manage investor’s tax liability by deferring capital gains and other taxes on the sale of investment real estate and acquisition of replacement assets.
The Upsides And Downsides Of REITS Versus Partnerships
Finding a viable Qualified Opportunity Zone (QOZ) and Qualified Opportunity Fund (QOF) in which to invest your capital gains requires a great deal of thought, consideration, and research. Certainly, the tax deferral benefit is great, but you also need to consider the investment’s underlying real estate project, as well as the fund’s actual framework.
What Is Risk Adjusted Return On Capital And How Do You Calculate it?
We have said this often enough, but it bears repeating.
The Rise In Phishing Attacks And What It Means For The Real Estate Industry
Anna, an administrative assistant with a real estate investment company, found herself working remotely from home, due to her company’s COVID-19 office shutdown. Supplied with a company-issued laptop and password access to her company’s IT system, Anna continued working on her everyday tasks, which ranged from reviewing paperwork and forms, to keeping track of the company’s various active and passive real estate investments.
Understanding The Structures Of Qualified Opportunity Funds
Here is the big picture of the Qualified Opportunity Zone program, broken into three parts.
Protecting Senior Investors: What is a Trusted Contact?
In February of 2018, the Financial Industry Regulatory Authority (FINRA) adopted a new rule regarding the financial exploitation of specified adults. Rule 4512 requires brokerage firms to ask their clients to provide the name and contact information for a trusted contact person. A trusted contact is someone that you allow your brokerage to contact in certain circumstances such as possible financial exploitation, fraud, or if your broker-dealer cannot reach you.
What Is Depreciation Recapture And How To Avoid It?
Real estate can provide investors with value from multiple sources. Well-positioned properties can strive to provide consistent cash flow from operations, in addition to appreciation in the property’s intrinsic value. And, if you are a real estate investor, you could access this property value appreciation, either via a sale of the asset or a refinance of debt obligations.
The Components Of A Qualified Opportunity Zone Deal
If you’ve read any of our previous blogs about the Qualified Opportunity Zone (QOZ) program, you should have come away with the following:
