Institutional Direct Real Estate Investment

As an asset class, real estate investment has historically had a low performance correlation with stocks and bonds and provided competitive returns.  It has become well known as a diversification option in most institutional portfolios.  Although some of the benefit of diversification can be acquired through REITS and other less-direct investment products, direct investment allows for the greatest control to suit your very specific needs.

Pacific Alliance broker, Scott Leonhard, is a co-creator of the original Frank Russell real estate index --- the first performance index available to institutional real estate investors.  He has also advised institutions such as Stanford University, corporations such as PG&E, Weyerhaeuser, and J.C. Penny, and even his little brother!

If you would like to explore both diversification AND enhanced returns through direct investment in Wenatchee or anywhere in North Central Washington, contact Scott for a full portfolio evaluation.  Many opportunities exist for small to medium endowments, foundations and pensions to invest directly in a wide array of regional real estate opportunities.  Contact us, and we will explore with you in-depth strategies to enhance returns and reduce volatility in your portfolios.