Real Estate as a Surrogate for Bonds: A Dynamic Asset Allocation View

Topics:
Real Estate Portfolio Management
Tags:
American Real Estate Society,
Asset,
Asset Allocation,
Bond,
Business Operations,
Finance,
Investment,
Real Estate
Source:
American Real Estate Society

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Overview: Twenty-five years of experience with high bond yields, combined with appreciation resulting from gradually declining interest rates, has produced an investor mind-set that bonds should occupy a major portion of a mixed-asset portfolio. However, that historical experience is not the norm. The long-term average bond return since 1926 is only 5.7%. The study reveals that the typical stock/bond with a little real estate portfolio should probably be balanced between substantial portions of stocks and real estate, with only a very small allocation to bonds in only very risk averse portfolios.

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Format: PDF | Size: 232KB | Date: Apr 2004 | Pages: 14

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