You've hit the nail on the head — proper allocation of capital is just as important, if not more important that the specific investments themselves. (thecollegeinvestor.com)
Another driver for change is the recognition of real estate as an institutional investment asset class that is receiving greater allocations of capital. (nreionline.com)
I match this with dividend growth, assess if an investment meets my criteria for allocation of capital and then complete an extensive qualitative analysis on the company (Value Rules). (triageinvestingblog.com)