Chapter 16: Real Estate

16.2 PLUGIN

Mixed-Asset Diversification

Strategy 16.2: Add REITs when correlation with equities drops below threshold

real estate portfolio

16.3 PLUGIN

Intra-Asset Diversification

Strategy 16.3: Equal-weight/risk-parity across REIT subsectors

real estate portfolio

16.3.1 PLUGIN

Property Type Diversification

Strategy 16.3.1: Equal-weight/optimized across property types

real estate portfolio

16.3.2 PLUGIN

Economic Diversification

Strategy 16.3.2: Overweight regions with improving economics

real estate portfolio

16.3.3 PLUGIN

Property & Geographic Diversification

Strategy 16.3.3: 4 types x 4 regions diversification grid

real estate portfolio

16.4 PLUGIN

Real Estate Momentum

Strategy 16.4: Cross-sectional momentum across REITs/MSAs

real estate momentum

16.5 PLUGIN

Inflation Hedging Real Estate

Strategy 16.5: Increase REIT allocation when inflation accelerates

real estate hedging

16.6 PLUGIN

Fix-and-Flip

Strategy 16.6: Buy at deep discount when price << fair value, resell after renovation

real estate value