Depending on your tax planning expertise, and,
which real estate investment strategy you use, the higher premium shouldn't be a show stopper for you.
Not exact matches
Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and
real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and
investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging
strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets,
which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in
which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.
A number of BMO's new ETFs use this
strategy, including ZRE,
which includes 17
real estate investment trusts, each of
which makes up about 6 % of the fund's holdings.
«In fact, there may be diseconomies of scale for larger public pension plans because of the complexity of implementing their
investment strategies,
which include contracting out for external experts — a practice that has become increasingly popular, with plans investing more in non-traditional assets such as
real estate, infrastructure, and private equity,» said the report.
Today, Third Avenue manages assets across four core equity
strategies — Value, Small - Cap,
Real Estate, and International —
which are all rooted in the differentiated, high conviction
investment approach established by our Founder.
They'd rather go with a related
strategy that sounds more sophisticated: there's the Permanent Portfolio (equal parts gold, stocks, bonds and cash), the Endowment Portfolio (
which mimics the Yale and Harvard
investment funds, with a focus on
real estate), the All Seasons portfolio (favoured by Tony Robbins in his most recent bestseller, with lots of bonds and a dash of commodities), and a host of others.
With SEI's U.S. Small / Mid Cap
Strategy manager of managers fund, participants can select the one fund and get access to 10 underlying sub-funds —
which include some that defined contribution plan sponsors would typically never offer to participants, such as an opportunistic value fund or a
real estate investment trust (REIT).
Creating Financial Freedom With HOLD «HOLD is a long - term
real estate investment strategy to
which every
real estate investor should aspire,» said McKissack.
Signing with RealEnergy is part of a two - pronged
strategy to reduce costs and beef up efficiency, says Randy Bessolo, managing director of Transwestern
Investment,
which has acquired more than $ 3 billion in
real estate assets in the United States, including 10 million sq. ft. of office space.
What's more, fewer property buyers shop in smaller markets,
which can jeopardize even the best - laid exit
strategies, says Michael McMenomy, global head of investor services for CB Richard Ellis Investors, a Los Angeles - based
real estate investment firm that manages roughly $ 30 billion.
The issue with pension funds» risk averse -
strategy is that returns on the safest
real estate investments have been declining and there are fewer and fewer of them available for sale,
which is why many in the industry expect that pension managers» appetite for risk will gradually increase.
The PATH Act cracks down on this
strategy, by imposing several limits on spinoffs involving
real estate investment trusts (
which are mostly similar to the ones I described last week).
Defined contribution (DC) plan sponsors are increasingly learning from the decades of experience within the defined benefit (DB) market's
investment strategies,
which include the prudent use of private commercial
real estate.
«HOLD is a long - term
real estate investment strategy to
which every
real estate investor should aspire.
Once arrived, they read extensive articles about our Blueprint
real estate investing
strategy in
which long term
real estate investors employ their hard saved capital to build a solid stream of retirement income using quality
real estate investments.
Angelo Gordon,
which manages assets of some $ 20 billion, pursues a handful of other alternative
investment strategies beyond
real estate.
REALTOR ® Magazine published its financial planning guide in February, including an article on taking control of your finances,
which covers
investment strategies such as
real estate investing.