The 60/40 portfolio is outdated
You may have seen in the press recently BlackRock Chairman & CEO, Larry Fink is challenging the 73 year old investing principle of the 60/40 portfolio. In fact in his 2025 annual letter to investors he says Diversification has been called the “only free lunch.” It was the motivating idea that led Nobel Prize-winning economists like Harry Markowitz and Bill Sharpe to develop Modern Portfolio Theory, which became the foundation for the standard portfolio of roughly 60% stocks and 40% bonds. Generations of investors have done well following this approach, owning a mix of the entire market rather than individual securities. ...
A 20% tax deduction? Potentially yes…
One of the potential benefits of investing in a REIT is the QBI deduction that can allow some people to deduct up to 20% dividend income. You read that right, 20%! What is the QBI Deduction? QBI (Qualified Business Income) deduction was established by the Tax Cuts and Jobs Act (TCJA) of 2017 It allows eligible taxpayers to deduct up to 20% of qualified business income, including dividends from REITs How does it benefit REIT investors specifically? Investors can deduct up to 20% of REIT dividends that are classified as ordinary income (known as Section 199A dividends). ...
Understanding the 721 Exchange: How to Potentially Defer Taxes on your Real Estate
Understanding the 721 Exchange: How to Potentially Defer Taxes and Boost Your Real Estate Portfolio Please note this content is for informational purposes only. Please always consult your tax advisor. Many in the real estate world have heard about something called a "721 Exchange." It might sound complicated, but it's actually a straightforward and powerful strategy to possibly defer taxes for some while transitioning real estate holdings into a diversified and professionally managed portfolio. So, What Exactly is a 721 Exchange? Simply put, a 721 Exchange allows a property owner to contribute a property directly into a Real ...
CalTier REIT I is open!
We’re excited to announce that CalTier REIT I is now live! CalTier REIT I offers accredited investors access to B and A class multi-family and commercial real estate opportunities in gateway and stabilized markets. This REIT is designed to provide investors with: Potential Stable Cash Flow: Target annual returns are typically driven by steady rental income and property appreciation. Diversified Portfolio: Our focus is on Class A and B multi-family properties in high-demand urban centers, which may help to mitigate risks and enhance stability. Opportunistic Access: Investments in other commercial real estate types on ...
Is BlackRock’s Recent Success Just a One-Time Occurrence or More Success for Private Equity is Anticipated?
The most recent reports on Blackstone's performance are attracting a lot of attention, and for good reason. A 149% yearly increase in fee-related annual performance revenues is impressive. When you add in the $41.3 billion in new private equity investments and the $352 billion in total private equity assets, it is clear that the private markets giant is having a great time. The question is whether this upturn is transitory or a sign that private equity and alternative investments are becoming mainstays for institutional and ultra-wealthy investors. Alternative Investments' Increasing Importance The use of alternative investment strategies - including real ...
You are invited – Series B webinar
Here is a little fun quiz for you: What do Tesla, Amazon, Airbnb, Reddit, and Twitter all have in common? Obviously, they are all hugely successful, but these globally recognized companies have something else in common. Do you know? Add to Calendar Join us on the Series B webinar Tuesday 4th, at 11 am PST to find out! We will also discuss some frequently asked questions about the company and current Series B round open to accredited investors: Why we are not a marketplace but a vertically integrated business Where is CalTier now, and what ...
