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Is Real Estate an Inflation Hedge?

Inflation can destroy the value of an asset that doesn’t increase as inflation increases. This is especially true in depreciating assets such as cars, bicycles, and boats. The asset needs to have some underlying feature that allows it to increase when inflation increases. When that happens, the asset acts like a hedge, offsetting the value-decreasing effects of inflation.
How Do I Build a Diversified Real Estate Portfolio?

Building a diversified real estate portfolio follows many of the same principles required to build a diversified stock portfolio. Pursuing low correlations across assets and choosing from different assets are all meant to help manage the portfolio’s overall risk — a goal of diversification.
What Is Interest Rate Risk?

Interest rate risk is the risk that an investment’s value will change as interest rates change. This is of heightened concern during periods of interest rate hikes but is also vital to watch when the Fed is lowering rates.
[Webinar Recap] Understanding Due Diligence: Risks to Consider

If you’re considering investing in a Delaware Statutory Trust, or DST, it’s important to evaluate risk the same way you would for any investment. At Realized, a critical component of our due diligence process is risk assessment. Risks can include general market conditions, the precise location of the property, and an array of other factors.
[Webinar Recap] Understanding Due Diligence: Overview and Methodology

If you’re interested in learning more about pursuing a passive income without the full-time hassle of managing a property, a Delaware Statutory Trust, or DST, might represent an investment opportunity for you. A DST offers fractional ownership in commercial real estate, so you can enjoy the retained investment without the responsibility of managing the property yourself as you would with direct ownership. DSTs are also an investment option to consider if you need to conduct a 1031 exchange to defer any capital gains taxes due when you sell an investment property.
Is Market Risk Systematic or Unsystematic?

Risk is an unavoidable aspect of every investment. There are many different kinds of risk, from rising interest rates to liquidity to regulatory and operational risk.
What Is Risk Allocation?

Building an investment portfolio involves crafting a strategy for deciding where to invest funds. Often, investors choose asset types and then select specific targets within those categories. For example, if you prefer a traditional 60/40 allocation, you would direct approximately sixty percent of your investment funds to equities and the remaining forty percent to bonds or other conservative instruments. Within those two asset categories, the investor can choose from large and small-cap stocks, domestic or international companies, industry, company age, dividend-paying or reinvesting, and more. In the bond portion, there are plenty of options as well.
What Is Tax Risk?

Whether you’re an investor or business owner, tax law can be hugely complex. The bible of United States federal statutory tax law is the Internal Revenue Code (IRC), which is implemented and enforced by the Internal Revenue Service (IRS). The IRC contains 11 subtitles, covering income taxes, employment taxes, health benefits, group health plan requirements, and more.
What Is Financial Risk in Real Estate?

When discussing risk, there are articles about evaluating real estate risk, determining risk profiles, and how property risk differs from that of securities.
How to Calculate Unsystematic Risk

Our blogs continually drive home the point that all investments have a degree of risk, such as business risk, credit risk, and micro market risk. There is also systematic risk, which includes inflation, interest rate changes, recessions, and even pandemics.
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