Sentences with phrase «for real diversification»

«Still, it is going to be helpful to make sure your investment options offer a sufficient chance for real diversification, and the fees must be appropriate.»

-- FOMC minutes show uncertainty and concern about markets are affecting officials» decision - making — Officials were cautious when evaluating market conditions and the «damaging effects on the economy» — Worry about «potential buildup of financial imbalances» and a sharp reversal in asset prices» — Members seem oblivious to impact of inflation on households and savings — Physical gold and silver remain the only assets for real diversification and safety

Not exact matches

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

For those looking for geographic real estate diversification and who are not accredited investors, the Heartland eREIT ™ is a solution to my heartland investment thesFor those looking for geographic real estate diversification and who are not accredited investors, the Heartland eREIT ™ is a solution to my heartland investment thesfor geographic real estate diversification and who are not accredited investors, the Heartland eREIT ™ is a solution to my heartland investment thesis.

Might be another option for real estate diversification without the high commissions / fees of traditional non-traded REITs or market correlation of publicly traded REITs.

I never understood the arg for diversification between property and stocks if you live in one of these forever strong rental real estate markets like SF, DC, NY, Boston.

See This List of MLPs 80 Strong and Counting MLP IRA Tax Treatment Explained MLP ETFs for High Yield and Diversification High Yield ETFs Real Estate Investment Trusts (REITs) High Dividend Stocks Return from MLP Investments to High Yield Passive Income Home

Annaly closes acquisition of Crexus, allowing for Annaly's on balance sheet diversification into commercial assets which is now known as Annaly Commercial Real Estate Group, Inc..

would it be irresponsible to allocate 50 % of a retirement portfolio dedicated to real estate maybe 15 % to direct investment and the remaining to REITS and limited partnerships to allow for some diversification.

Dividend FIREman is primarily looking for diversification and a higher long - term rate of return by using residential real estate as a passive income vehicle.

«The institutional interest we see in commodities is driven much more by the desire for diversification than it is by the view that tactically commodity prices will go up in the short term,» said Bob Greer, real return product manager at America's giant bond investor PIMCO, which manages over $ 14 billion in commodity - linked strategies.

For example, the real estate sector has returned on average 6 percent for every one percent of GDP growth but has very little foreign revenue exposure, so may be a strong sector to overweight for both diversification to international equity exposure and for upside potential with U.S. economic growFor example, the real estate sector has returned on average 6 percent for every one percent of GDP growth but has very little foreign revenue exposure, so may be a strong sector to overweight for both diversification to international equity exposure and for upside potential with U.S. economic growfor every one percent of GDP growth but has very little foreign revenue exposure, so may be a strong sector to overweight for both diversification to international equity exposure and for upside potential with U.S. economic growfor both diversification to international equity exposure and for upside potential with U.S. economic growfor upside potential with U.S. economic growth.

sred: I track a couple of couch potato portfolios — for smaller portfolios, I use the TD e-Series Index Funds and for larger portfolios I use low - cost, broad - market index funds and more diversification by adding real - return bonds, REITs and emerging markets:

More about Nontraditional Sources of Income Nontraditional sources of income — such as real estate investment trusts (REITs), emerging market debt, bank loans, master limited partnerships (MLPs), and preferred stock — not only may provide additional opportunities for diversification, but may offer a way to capture yield

For the best diversification across sectors, consider investing in a REIT that encompasses the entire real estate marketplace, including mortgage, healthcare, commercial and industrial options.

The same is the case for real estate, which has good diversification characteristics.

You can buy individual REITs on the TSX or S&P 500 or you can buy ETFs or mutual funds that further pool together individual REITs that each own numerous underlying real estate investments for further diversification.

Direct investment in U.S. commercial real estate is a growing area of focus for institutional investors due to the potential to provide enhanced yields with low volatility, inflation protection and portfolio diversification.

An investor in ITCs usually has less need for diversification than is the case for GCs, in part because the portfolios of ITCs tend to already be quite diversified as is the case for Brookfield Asset Management, Loews Corp., and a majority of the portfolio securities held by Third Avenue Real Estate Value Fund.

Real estate is a great asset to use for diversification because it doesn't always move with stocks or bonds (although you do have to watch out for bubbles and down markets, just as you do with any other investment asset class).

In an era marked by single - digit returns, investing in real estate has become a popular alternative for investors searching for both diversification and yield.

Only 10 real estate investment trusts (REITs) account for more than 1/3 of the capitalization - weighted MSCI US REIT Index, potentially resulting in higher risk and inadequate diversification relative to RORE's diversified approach.

Sure, I confirm my portfolio allocation for each stock I write - up — and that's a great indicator of my confidence level — but the real lesson I preach is diversification, not concentration.

The FPR kept Canadian investors captive in this telephone giant that has had a penchant for investing its relatively safe cash flows in ill advised and loss generating diversifications like its 1980s ill - fated Daon real estate play and Teleglobe, its 1990s global long distance loser.

The rot finally set in with the purchase of a 49.5 % stake in Picard, for almost $ 0.5 billion — investors didn't appreciate the diversification into a minority stake in a retail business which offered no real synergies, not to mention another substantial increase in leverage (albeit, mostly on a non - recourse / non-consolidated basis).

We'll obviously have to wait far longer for real confirmation, but I believe these results offer intriguing potential... We still have to prioritize portfolio diversification, but a more consistent / in - depth approach to valuation & ranking in individual (smaller) markets (and sectors) may offer great opportunities for adding (lower risk?)

There are probably worse companies you could overweight in a portfolio, but diversification is a real important recipe for investment success and risk minimization.»

Switching between real and nominal investments over various investment horizons is sufficient diversification for my purposes.

Nevertheless, with an adjusted effective yield of 2.7 % and the potential for further price gains if real estate keeps doing well, the Vanguard REIT ETF can bring some diversification to a stock - rich portfolio.

The solution may be to combine them for stronger and more consistent inflation protection and diversification through risk management provided by the mix of not only real asset categories but by the asset class mix, including bonds and commodity futures in addition to stocks.

In my role as a financial writer and editor, I specializes in unique, overlooked investment strategies, growth with income stocks, imaginative investment themes, tax - advantaged themes, risk management, technologies to capture gains and reduce losses, real estate related opportunities, effective wealth preservation techniques, and the use of ETFs for diversification and asset allocation.

In addition, REITs are dependent on specialized management skills and on their ability to generate cash flow for operating purposes and to make distributions to shareholders or unitholders REITs may have limited diversification and are subject to risks associated with obtaining financing for real property, as well as to the risk of self - liquidation.

There does need to be more diversification of video game protagonists, but to take offense against Sucker Punch for not including a real Native American tribe just seems like reaching.

Business Development: Brokering various business dealings that further the diversification of Indian economies Developing and accessing commercial financial programs and services for tribal governments, including tax - exempt offerings and federally - guaranteed housing loans Serving as issuer or underwriter's counsel in tribal bond issuances Ensuring tribal compliance with Bank Secrecy Act and other federal financial regulatory requirements Handling federal and state income, excise, B&O, property and other tax matters for tribes and tribal businesses Chartering tribal business enterprises under tribal, state and federal law Registering and protecting tribal trademarks and copyrights Negotiating franchise agreements for restaurants and retail stores on Indian reservations Custom - tailoring construction contracts for tribes and general contractors Helping secure federal SBA 8 (a) and other contracting preferences for Indian - owned businesses Facilitating contractual relations between tribes and tribal casinos, and gaming vendors Building tribal workers» compensation and self - insurance programs Government Relations: Handling state and federal regulatory matters in the areas of tribal gaming, environmental and cultural resources, workers» compensation, taxation, health care and education Negotiating tribal - state gaming compacts and fuel and cigarette compacts, and inter-local land use and law enforcement agreements Advocacy before the Washington State Gambling Commission, Washington Indian Gaming Association and National Indian Gaming Commission Preparing tribal codes and regulations, including tribal court, commercial, gaming, taxation, energy development, environmental and cultural resources protection, labor & employment, and workers» compensation laws Developing employee handbooks, manuals and personnel policies Advocacy in areas of treaty rights, gaming, jurisdiction, taxation, environmental and cultural resource protection Brokering fee - to - trust and related real estate and jurisdictional transactions Litigation & Appellate Services: Handling complex Indian law litigation, including commercial, labor & employment, tax, land use, treaty rights, natural and cultural resource matters Litigating tribal trust mismanagement claims against the United States, and evaluating tribal and individual property claims under the Indian Claims Limitation Act Defending tribes and tribal insureds from tort claims brought against them in tribal, state and federal courts, including defense tenders pursuant to the Federal Tort Claims Act Assisting tribal insureds in insurance coverage negotiations, and litigation Representing individual tribal members in tribal and state civil and criminal proceedings, including BIA prosecutions and Indian probate proceedings Assisting tribal governments with tribal, state and federal court appeals, including the preparation of amicus curiae briefs Our Indian law & gaming attorneys collaborate to publish the quarterly «Indian Legal Advisor ``, designed to provide Indian Country valuable information about legal and political developments affecting tribal rights.

For owners, this structure is a means of replicating the same diversification in real estate that they've always maintained in stocks, just as they do with REIT investments.

Washington, D.C. — An analysis of historical data by Chicago - based Ibbotson Associates demonstrates that Real Estate Investment Trusts (REITs) represent a strong source of diversification for a wide range of investment portfolios by increasing...

I want to explore direct buy - and - hold real estate for additional diversification (at least learn enough about the subject to make an informed go / no - go decision about it).

The report provides insight into the UHNW residential real estate opportunities in Sydney and Vancouver for buyers seeking safe investment diversification; and Malta, the Bahamas and Sao Paulo, which may appeal to ultra-wealthy buyers who are seeking citizenship or residency through property investment.

Key takeaways: 1) The U.S. continues as an attractive investment destination for commercial real estate investors; 2) Commercial fundamentals remain on an upward trend, boosted by solid employment gains; 3) While investors have taken a step back over the past year, leading to declining sales volume in large cap markets, small cap markets benefited from increased visibility and capital inflow, as growing local economies and higher investment yields provide diversification to investors.

A turnkey real estate investment strategy can be an excellent way to profit from real estate for an investor wanting diversification.

Greater return, greater diversification for the real estate investor, less work for the referring real estate professional.

Real estate not only introduces a new asset class to a retirement plan for true diversification, it protects against market fluctuations and allows investors to hedge inflation.

Washington, D.C. — An analysis of historical data by Chicago - based Ibbotson Associates demonstrates that Real Estate Investment Trusts (REITs) represent a strong source of diversification for a wide range of...

This real estate niche can provide opportunities for attractive returns and improved portfolio diversification for those investors willing to accept the distinct risks, operating challenges and idiosyncrasies of student housing.

KPMG anticipate continued growth in the open - ended and debt funds due to their stable yield, diversification, and higher levels of liquidity for open - ended funds, said Phil Marra, national real estate funds leader.

2) Real Estate Type Diversification - It's difficult for many investors who like apartments but don't know how to participate in large deals where sponsors can get economies of scale and provide very good returns.

Further, HNW investors can tranche their real estate investments across varied risk - return scenarios for appropriate diversification.

Active and passive options for 1031 exchangers seeking stability and asset type & geographic diversification are an important component of sound real estate portfolio management.

AdaPia d'Errico is COO at AlphaFlow, a registered investment advisor and the first platform to offer automatic portfolio diversification for real estate investments.