Over the last year, we have already seen hard goods such as lumber double and, in some cases, triple in price.
If you own a home and have been making improvements, then you know this all too well. It’s great for Home Depot, Lowes, and lumber yards but not for our wallets!
There have been a lot of talks recently in the press about inflation getting out of control. So what can you do to protect against it, and are there assets that help?
In this outstanding Investopedia Article – 9 Assets for Protection Against Inflation, they list the nine as:
60/40 Stock Bond
Real Estate Investment Trusts (REITS)
Real Estate Income
Bloomberg Barclays Aggregate Bond Index
Treasury inflation-protected securities (TIPS)
Real Estate is named twice in this list, and several substantial real estate companies are in the S&P 500. So why is real Estate named in this list to protect against inflation?
There are many reasons (and the article explains them well), but typically real estate values rise with inflation firstly, and secondly, rental income tends to grow with inflation.
The CalTier Portfolio Fund fractionally invests across income-producing multi-family (apartment units) Real Estate. Most of the assets we invest in are not available to the general public, and if you wanted to invest in them yourself, you would likely have to invest $100K, $250K, or more.
With the CalTier Portfolio Fund, you can invest small amounts ($500 minimum) and either do it once or keep investing each month, depending on your budget.
Tax Efficient Investing
Many of our investors take advantage of Self Directed IRA’s to enjoy the tax benefits these provide. If you do not have one, you can sign up for one in less than ten minutes on our platform with our partner Alto IRA.
Then you can roll over money from your IRA or Roth IRA into the new Self Directed account and fund your investment from there.
If you are ready to go, click below: