Tag: retirement
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Investing in Real Estate Through a Self-Directed IRA: What Passive Investors Should Know
Most investors are familiar with holding stocks and mutual funds in an IRA. What’s less widely known is that a specific type of retirement account — a self-directed IRA — can also hold private real estate investments, including LP interests in a real estate syndication. For the right investor, this can be a meaningful way…
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Cash Flow, Growth, or Both? How to Choose the Right Real Estate Asset Class
Real estate is often described as a single asset class. In practice, it’s anything but. Multifamily housing, grocery-anchored retail, office, specialty assets—each behaves differently, carries different risks, and serves different investor goals. Choosing the right real estate asset class isn’t about finding the best investment. It’s about finding the right fit for what you’re trying…
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Real Estate and Bonds: Balancing Stability with Growth
For professionals preparing for retirement, balancing stability and growth is one of the most important investment goals. Bonds and real estate are often viewed separately, but together they can create a stronger, more resilient retirement portfolio. The key is recognizing that today, investors don’t need to own and manage properties directly—passive real estate investing provides…
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When Diversification Gets Real
There was a stretch a few years ago when I stopped checking my retirement accounts. Not for strategic reasons, mind you—I just couldn’t stomach watching red numbers bleed across the screen. The market was throwing a tantrum, and my carefully balanced mix of stocks and funds was looking less like a financial plan and more…