Real Estate as an asset class has long been identified as a key wealth building strategy. At Centara Capital our goal is to ensure that our clients have an investment strategy that is in total alignment with that of the individual or family. As with all investments, it pays to have an overall strategy which allows you to achieve your long-term and short-term goals while ensuring that your financial needs are not compromised. Real estate has provided returns competitive with stocks and bonds in the long-term. The primary reasons to invest in real estate are high returns and low correlations with other major asset classes which can make real estate a valuable diversifier. Investors can also diversify within real estate by location, economic region and property type. Characteristics of real estate include (1) high transactions costs; (2) lack of publicly available audited information; (3) large transaction size; (4) uniqueness of each property; (5) complexity of transactions; and (6) varying state and federal laws.
Despite its drawbacks, there are compelling reasons to include real estate as a significant component in a diversified portfolio. Real Estate's low correlation and typically high dividends can provide a valuable cushion during bear markets. If your investments include a balanced portfolio of mutual funds you will most likely have a significant portion of your investments allocated to Real Estate without actually knowing it.
The professionals at Centara Capital can provide detailed analysis of your Real Estate Portfolio and provide the necessary planning to ensure downside protection of your assets. You have worked hard to obtain your wealth in Real Estate; with careful planning, we can ensure that you and your family receive the lifetime benefits.
Centara provides:
- Real Estate Portfolio Management
- Acquisition Analysis
- Disposition Analysis
- 1031 Exchange Analysis
- Income Property Analysis
- TIC Analysis