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​​Private Equity as an Alternative Investment: What You Need to Know

​​Private Equity as an Alternative Investment: What You Need to Know

Private equity is a way to invest in private companies outside of the public stock market. Private equity investing gives investors an ownership stake in private companies. There are three parties involved in private equity: the investors who provide the capital, the private equity firm that manages and invests the money via a private equity fund, and the companies the private equity firm invests in.

Mar 22, 2022

Real Estate as An Alternative Investment: What You Need to Know

Real Estate as An Alternative Investment: What You Need to Know

In its original form, Modern Portfolio Theory (MPT) was a mix between stocks and bonds, usually a 60/40 split. As the theory evolved, other types of investments were added, and one of the first was real estate.

Mar 17, 2022

Investment Property vs. Primary Residence Interest Rates: What Is the Difference?

Investment Property vs. Primary Residence Interest Rates: What Is the Difference?

Rising and falling interest rates create a ripple effect across many sectors of the national economy. Homeowners and real estate investors know well how low interest rates can affect borrowing costs. Low interest rates spur home buying and loan activity on investment properties since lower interest rates make it cheaper to borrow money. It also can change the profitability of an investment property or reduce your monthly mortgage payment on your primary residence.

Mar 15, 2022

​​Alternative Assets: What Are They and Should They Be in My Portfolio?

​​Alternative Assets: What Are They and Should They Be In My Portfolio?

At Realized, we believe in creating custom, diversified investment portfolios for our clients that are risk-adjusted and created to help investors pursue their unique income needs and investment goals. By applying the principles of Modern Portfolio Theory (MPT), we believe that we can help investors seek maximum returns within a level of risk suited to the investor’s risk appetite.

Mar 14, 2022

How to Choose an Estate Planning Attorney

How to Choose an Estate Planning Attorney

One of the most responsible things you can do is have an estate plan in place. While many people incorrectly assume that estate planning is only for the super wealthy, that’s simply not the case. Since estate plans include everything from the disbursement of a person’s assets to the way that they want to handle their end-of-life care, it’s important that everyone has a legal estate plan in place before they actually need one.

Mar 13, 2022

What Is SFR In Real Estate?

What Is SFR In Real Estate?

The world of real estate investing is one of the most varied asset classes available to investors. With such a varied asset class, it’s no wonder that investors often opt for real estate as a way to diversify their portfolio, that can help manage the volatility of other investment classes. While many people think of real estate investing and immediately think about the fix-and-flip model that is so prevalent on television shows, or about owning massive apartment complexes that seeks to provide significant rental income each month, there is an asset class that falls between those two groups. Understanding where single-family rentals fit into your portfolio can help you further diversify your portfolio and provide a different opportunity for you.

Mar 9, 2022

What is a Conservatorship?

What is a Conservatorship?

You may have heard a lot about conservatorship lately, as the news of pop singer Britney Spears seeking to have her father’s conservatorship over her legally removed. While many people are not familiar with the process of conservatorship and don’t know exactly what conservatorship entails, it’s important that you have at least a working knowledge of the process. Doing so ensures that you’re in a position to help care for anyone in your life who may have significant financial assets, real estate investments, or other holdings, but are not in a position to properly manage them.

Mar 8, 2022

Can a Trustee Also Be a Beneficiary?

Can a Trustee Also Be a Beneficiary?

If you research the definition of “trust” from the Realized website’s glossary, you’ll see different types of trusts; land trusts, living trusts, irrevocable trusts, and so on. Boiling it down, a trust is a relationship in which a trustor (generally the owner of assets) turns over management and holding rights to another entity (known as a trustee).

Mar 7, 2022

How Does Government Investment in Infrastructure Help the Economy?

How Does Government Investment in Infrastructure Help the Economy?

Infrastructure spending has taken center stage in recent years, and the topic garnered even more national headlines in late 2021 when President Biden signed into law the $1 trillion Infrastructure Investment and Jobs Act.

Mar 6, 2022

What is a Beneficiary Designation and Who Can Be a Beneficiary?

What is a Beneficiary Designation and Who Can Be a Beneficiary?

If you are seeking to grow your wealth through property investment, you may want to consider designating a beneficiary for your holdings. Designating a beneficiary before your passing helps ensure your wealth transfers appropriately in an attempt to avoid potential legal struggles over your estate.

Mar 2, 2022

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