Intro — What is the 60/40 portfolio? A 60/40 portfolio is a simple, classic asset allocation model that seeks to balance upside and safety and provide a degree of asset non-correlation. For most “mainstreet” investors this will mean 60% to a broad range of stocks — typically index funds or ETFs — and 40% to bonds (typically…

Each month we bring you the best of what we’re reading in industry news & market trend commentary. Sign up here to get this curated news brief delivered directly to your inbox. On The Up-And-Up? The first half of 2022 was not a happy time for U.S. stocks. The S&P 500 lost nearly…

2022 has been an eventful year for markets. At EquityMultiple, we are reacting and adjusting while staying true to our fundamental operating philosophies. This article provides current perspectives on EquityMultiple’s growth in investments, track record, market outlook, and origination philosophy. First-half KPIs at a glance: •EquityMultiple saw 38% year-over-year growth in total dollars invested in…

Hello Fellow Investor, You do not have to be a professional investor to be attuned to what is happening in the market. Pandemic headlines have given way to financial news and the news is generally not good. The S&P is down roughly 16% since the beginning of the year, cryptocurrency…

At EquityMultiple, we believe alternative investments offer the benefits of diversification that investors need to effectively balance their portfolios in times of economic uncertainty. In particular, when inflation is high, investors can stand to benefit from asset classes that have low correlation to public stock and bond markets. …

Due to current macroeconomic concerns, many retail investors are wary of investing in the public market (including stocks and REITs) and investments more broadly. The main drivers of our current economic conditions; the war in Ukraine, lasting supply chain shortages, and rising rates and persistent inflation, have stoked fears of…

Each month we bring you the best of what we’re reading in industry news & market trend commentary. Sign up here to get this curated news brief delivered directly to your inbox. A Return to Normal…? The era of restricted activity is all but over (at least for now). A maskless face would draw…

When it comes to investment opportunities, we think nothing is quite as resilient or reliable as real estate. If you’re interested in becoming an investor, you’ve likely thought about putting money into commercial properties. But is it the right time to invest? The short answer is yes, we think it’s…

Multifamily property investing is one of four major commercial real estate investment asset classes that is increasingly claiming its share of real estate portfolios, however, like all investments multifamily has its own set of risks. …