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Access Our Exclusive Investment Insights.
Equity-like Returns with Debt-Level Risk: Dream or Reality?
Equities, or stocks, have always held a strong appeal for investors and have been a fundamental component of numerous investment portfolios for valid reasons. Historically, the S&P 500 (including dividends) have yielded an impressive average return of 12.8% from 1950 to 2023. Nevertheless, this trajectory has been anything but steady, characterized by significant events such as Black Monday (which saw the Dow plummet by -22%), the Internet Bubble Crash (resulting in a -78% loss for NASDAQ), and the Great Financial Crisis (where the S&P 500 experienced a decline exceeding -20%).
For those who prefer a more conservative investment strategy, bonds present an opportunity for stability, capital preservation, and offering a consistent flow of interest payments. From 1950-2023, the 10-year treasury bond has maintained an average yield of 5.4%, providing a “calmer” investment option compared to stocks, albeit with returns around 40% lower and without the highs and lows associated with the stock market. However this doesn’t mean there hasn’t been any fluctuations in its returns.
Navigating the World of Start-Ups: Investor Interview with Evan Shubin
We're thrilled to bring you another Investor Interview, featuring Evan Shubin, a seasoned investor in equities, real estate and start-ups.
In a candid conversation with our very own Chris Carsley, Evan shares his journey from graduating from Brown University to making a mark in the trade show industry. Evan also provides an in-depth look into the world of start-ups, discussing the challenges he faced, the lessons he learned, and the successes he achieved.
The Triple Net Return (NNN): Measuring your investment return in an inflationary environment
Most investors haven’t had to deal with the impact of inflation on their investment returns. Looking at the triple net of investment (NNN) returns will give you a better return profile on your investments.
Investor Interview: Prashant Sharma
Chris Carsley, our Chief Investment Officer, had a very candid conversation with Prashant ranging from his background and experience as a Microsoft executive, to his current investment thesis and a lot more.
Kirkland Capital Group and Concreit Fireside Chat
Navigating today’s market can seem daunting to many investors. The rising interest rates, inflation, and general uncertainty of what will happen in the coming months or years have created doubt and fear among investors.
Is the 60/40 Investment Portfolio Dead?
Many experts now believe that the 60/40 portfolio is no longer an investment strategy that generates the best growth profits, but there is an alternative.
2021 February—Are We Seeing Stabilization?
National vacancy rates were 4.5%; but net absorption of multifamily units was clearly weaker than last year. Many suburban and smaller markets have seen rent increases.
Is the 60/40 Investment Portfolio Dead?
Many experts now believe that the 60/40 portfolio is no longer an investment strategy that generates the best growth profits, but there is an alternative.