One of the six critical factors that can make or break a real estate investment is the tenant mix. Tenant mix refers to the types of businesses or individuals that occupy a property. It can impact the near-term cash flows and long-term appreciation potential of an investment. In this blog
Key Takeaways Rebalancing helps prevent unintended concentration in specific property types, markets, or risk factors as values and cash flows change. Investors can realign portfolios through selective sales, refinancing, 1031 exchanges, or complementary acquisitions. Passive structures such as REITs and Delaware Statutory Trusts (DSTs) can maintain real estate exposure while
What Is an Automatic Savings Plan (ASP)? This is a cornerstone idea for those that have a deliberate and controllable trajectory in retirement. It’s as simple as, if I want to do “x” in retirement, I need to save “y” this year to get there, and then find ways to
