Do you have the Right Mindset for Investing in Alternative Assets?
Last week, I began the CalTier series with “Are Alternative Assets right for your portfolio?” with the premise that the average investor misunderstands alternatives. Rightly or wrongly, they may be hesitant because of potential risks, illiquidity, or lack of access or understanding. This week’s article will address a more basic fundamental, yet perhaps the biggest challenge for both the investor and the Advisor, which is the mindset. In my 30+ years of working with investors, I have learned that most, if not all, investment decisions are made emotionally, not logically. Early on, I remember presenting the new Merrill ...
Are Alternative Assets Right for Your Portfolio?
Alternative investments have been steadily growing in popularity over the last several years due to technology and changes in the regulation of securities. The term “alternative assets” can be used to describe the broad range of vehicles available that are designed primarily to mitigate risk and manage volatility. Until recently, they have been considered investment tools for the ultra-wealthy and included such asset classes as private equity and debt, real estate, precious metals, and more. Today, the everyday investor can now invest in many forms of real estate, startups, cryptocurrency, and hundreds of new asset classes. The average investor ...
Multi-Family market set for a record breaking year
According to Freddie Mac, the Multi-Family industry may have a record-setting origination year. As reported in the Multi-Housing news publication, the Freddie Mac Multi-Family Mid-Year Outlook says that between $385 billion and $410 billion could occur by the end of the year. We are incredibly excited about such news from Freddie Mac for us and our investor partners, who benefit from Multi-Family growth by being part of the CalTier Fund. As you can see from the table below, almost all unit sizes are seeing a rise in rent growth. The investor activity comes as demand for multi-family housing ...
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