Why Real Estate?

Over the years, investors have come to understand the critical role that diversification plays in creating an efficient investment portfolio. With recent challenges in the market, a number of investors are considering other investment options, such as real estate.

Many investors now consider real estate to be the "fourth asset class," in addition to stocks, bonds and cash. Today, access to the "fourth asset class" has expanded dramatically into a meaningful and mainstream asset class through the availability of investment vehicles such as real estate investment trusts (REITs).

Commercial real estate could be a valuable component of an investment portfolio, offering the potential to provide:1

  • Current income
  • Capital appreciation
  • Portfolio diversification benefits2
  • An inflation hedge

1 There can be no assurance that these objectives will be met.
2 Diversification does not ensure a profit or guarantee against a loss.

Investing in real estate entails certain risks, including changes in: the economy, supply and demand, laws, tenant turnover, interest rates (including periods of high interest rates), availability of mortgage funds, operating expenses and cost of insurance.