A number of investors have inquired about our view of the effect of this new coronavirus strain on their real estate investments, workforce multifamily specifically, and real estate in general.

In this article we will frame the stages of the business cycle, attempt to ascertain where the U.S. economy is in that cycle, and ultimately discuss things to consider when positioning one’s portfolio for late cycle investing and beyond.

In this article we interview Danielle Miner (Head of In-house Property Management) and Kristy Greene (Midwest Asset Management), both senior leaders within the Watermark Partners Real Estate team that have come from different backgrounds and take distinct approaches to their roles. In our Q&A we examine their role within the company and attempt to understand some of the barriers that they face as women in a predominantly male industry.

At Ballast Rock Capital we believe that each investor’s goals are unique, but that there are common strategies used in a customized mix to achieve these goals. It is standard advice that by diversifying one’s portfolio across liquidity and value creation methods, while accounting for leverage and taxability, one can lower the impact of market events, and best prepare to live comfortably through retirement.

Millennials (born 1981 to 1997) are renting far more than prior generations. In this article, we explore why and understand if it is by necessity or by choice.