Commercial Real Estate Investment Strategies
The portfolio aims to generate a mix of stable income from core and core-plus investments and capital appreciation from value-add and opportunistic investments.
“The investor has a moderate risk tolerance, seeking a mix of stable income and capital appreciation,” Lea said. “These investments offer a balance between stability and growth potential, with opportunities for minor improvements to enhance value.”
| Sample portfolio allocations | |
|---|---|
| Core investments | 40% |
| Core-plus investments | 25% |
| Value-add investments | 20% |
| Opportunistic investments | 10% |
| REITs and private equity funds | 5% |
These high-quality, well-located properties in major markets usually come with stable, long-term renters—the properties are often 100% leased….
