Are you a glass half full or glass half empty person? That’s a trick question because truthfully unless you are actively searching, and surveilling a given situation you will likely only see what’s on the surface and easily seen by everyone. Opportunity rarely sits on the surface and even if it does most people don’t recognize it at the time.
At Alpha Fiduciary we currently see an opportunity to buy an entire category of high yielding assets at discounts to their intrinsic value not seen since 2008, opportunities are abundant in this space and now is the time to allocate capital while others are fearful.
Exceptionally low valuations in this category are providing a rare opportunity to derive an attractive current income, while at the same time positioning yourself for the potential recovery in these assets.
The category I am speaking about is publicly traded REITS, they are priced near 10-year lows and in our opinion offer exceptional value as compared to other stock and bond assets at this time. Savvy REIT investors made extremely attractive returns in the recovery after the 2008-2009 crisis which was largely a real estate crisis whereby many REITS had little access to capital and often had to dilute investors as they raised the capital they needed to survive.
The portfolio of publicly traded REITS we have built and manage is filled with companies whom own portfolios of well-maintained and viable real estate assets and are internally managed so that we know management is aligned with shareholders. Lastly, the current crisis while certainly severe in terms of its affects across the economy, is not a real estate crisis.
If you are looking for an attractive level of income, the opportunity to potentially grow capital assets substantially while we handle the day to day monitoring and management of allocating across the portfolio toward the achievement of its objectives, talk to us today.
This portfolio can be managed as a standalone with a minimum $250,000 allocation, or it can be a part of a portfolio that may hold other assets we manage for you. Either way, we would be pleased to engage in a discovery call with you to determine if this opportunity is a good fit for you.
We are experienced investment Fiduciaries with your best interest first, we believe we can be a very beneficial addition or change to your wealth management program. Don’t delay, there is no telling how long this opportunity will present itself.
Click here to schedule a discovery call where we can discuss your current wealth management plan and this opportunity.