Posts about

Portfolio

How Does Real Estate and ODCE Perform in Recessionary Periods

The political discussions about what constitutes a recession have been lively this year, to say the...

Answering Common Questions About the ODCE Index

Private real estate investors have likely encountered the NFI-ODCE (ODCE) index throughout their...

Protecting and Enhancing the Retirement Portfolio

Some retirement planners have begun to question the efficacy of the narrow 60/40 equity/bond...

Time to Rebalance the Balanced Portfolio

This year has not been kind to investors, and advisors who have been clinging to the 60% stock /...