16.3.3

Property & Geographic Diversification

PYTHON PLUGIN Real Estate Portfolio

Description

Strategy 16.3.3: 4 types x 4 regions diversification grid

Strategy Logic

Strategy 16.3.3: Combined property type AND geographic diversification. 4 property types x 4 regions = 16 groups. Maintain target allocation across all groups and rebalance when deviation exceeds threshold.

Parameters

Parameter Default Value Type
property_types ['apartment', 'office', 'industrial', 'retail'] list
regions ['northeast', 'southeast', 'midwest', 'west'] list
drift_threshold_pct 0.03 float

Risk Configuration

Risk Parameter Value
Max Position Pct 10.0%
Stop Loss Pct 6.0%
Take Profit Pct 12.0%
Max Drawdown Pct 12.0%