Solutions
Millennial Home Saver Solution
Allocate part of your portfolio to a focused residential real estate strategy
Hedge yourself against rising rents and home prices
The Concept Designed specifically for millennials who are saving toward owning a home within a 7 to 10 year horizon.
The holdings are designed to hedge against rising rents and home prices.
We invest in companies that are geared specifically toward the residential real estate market mostly through land, homebuilders, realtors, apartment REITS and home improvement retailers.
The objective is to keep pace with or exceed the rate of appreciation in home prices.
Designed specifically for millennials who are saving toward owning a home within a 7 to 10 year horizon.
The holdings are designed to hedge against rising rents and home prices.
We invest in companies that are geared specifically toward the residential real estate market mostly through land, homebuilders, realtors, apartment REITS and home improvement retailers.
The objective is to keep pace with or exceed the rate of appreciation in home prices.
What We Do Actively identify and screen potential stocks that meet our hedging objective.
Perform fundamental research on each stock to identify candidates that best meet our criteria of buying assets at below replacement cost, and those that offer the best leverage in favor of rising real estate prices.
Invest in a basket of 10 - 12 stocks that best meet our criteria.
Monitor the portfolio and re-balance as appropriate.
Actively identify and screen potential stocks that meet our hedging objective.
Perform fundamental research on each stock to identify candidates that best meet our criteria of buying assets at below replacement cost, and those that offer the best leverage in favor of rising real estate prices.
Invest in a basket of 10 - 12 stocks that best meet our criteria.
Monitor the portfolio and re-balance as appropriate.
What You Get A hedge against your implied short position in real estate.
A fully managed solution in your own account.
Low 1% fee, plus possible account fees up to $10 per month paid to custodian.
Since we purchase stocks directly there are no ETF or mutual fund fees.
A hedge against your implied short position in real estate.
A fully managed solution in your own account.
Low 1% fee, plus possible account fees up to $10 per month paid to custodian.
Since we purchase stocks directly there are no ETF or mutual fund fees.
How We Invest Your Money We invest in a basket of 10 - 12 stocks concentrated in the residential real estate sector, with exposure to land, homebuilders, realtors, home improvement stores and apartment owners.
Each stock has to be carefully analyzed to make sure we are buying them at reasonable valuations, preferably below replacement cost for direct real estate companies. Since we are planning on holding this portfolio for up to 10 years, and since the single biggest determinant of long term returns is the price that you paid, it is important to have a good understanding of real estate underwriting for this task. Our goal is to overweight companies that are leveraged or have significant land exposure or a high stock beta. Lastly, we manage risk and re-balance the portfolio as appropriate.
These stocks capture the primary exposure we are seeking
We are a Registered Investment Advisor and Money Manager and offer our services to clients via separately managed accounts opened with our custodian Interactive Brokers. Our stock selections are implemented for clients in their own separately managed account with Interactive Brokers - we do not take custody of client assets. The minimum investment is $10,000. We charge a 1% asset management fee. In addition to the 1% fee, there may also be an account fee of $10 per month paid to the custodian. The solution is fully transparent and you will be able monitor your holdings at all times in your account with Interactive Brokers.
We invest in a basket of 10 - 12 stocks concentrated in the residential real estate sector, with exposure to land, homebuilders, realtors, home improvement stores and apartment owners.
Each stock has to be carefully analyzed to make sure we are buying them at reasonable valuations, preferably below replacement cost for direct real estate companies. Since we are planning on holding this portfolio for up to 10 years, and since the single biggest determinant of long term returns is the price that you paid, it is important to have a good understanding of real estate underwriting for this task. Our goal is to overweight companies that are leveraged or have significant land exposure or a high stock beta. Lastly, we manage risk and re-balance the portfolio as appropriate.
These stocks capture the primary exposure we are seeking
We are a Registered Investment Advisor and Money Manager and offer our services to clients via separately managed accounts opened with our custodian Interactive Brokers. Our stock selections are implemented for clients in their own separately managed account with Interactive Brokers - we do not take custody of client assets. The minimum investment is $10,000. We charge a 1% asset management fee. In addition to the 1% fee, there may also be an account fee of $10 per month paid to the custodian. The solution is fully transparent and you will be able monitor your holdings at all times in your account with Interactive Brokers.