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by Foxstone Financial on Jul 02, 2024
Foxstone Financial's President, Christian Ravsten spoke with one Jeff Sorenson, Senior Vice President or Mountain West Commercial Real Estate to discuss the benefits of having Commercial Real Estate exposure in your portfolio.
With multiple tax benefits and investments being traditionally uncorrelated to the public markets, Commercial Real Estate can be a valuable tool to manage risk through diversification in a personal portfolio.
Jeff Sorenson has been working in the investment real estate field for over 12 years. Sorenson focuses on helping to create and preserve wealth in both acquisitions and dispositions of investment properties across the nation.
Freedom4TM
As a reminder, Freedom4TM is Foxstone's proprietary flexible quadrant-based investment
allocation system. Each box, or quadrant, contains different types of investments, which are built for different purposes, different risk factors and different time frames. In most circumstances, each quadrant is also weighted differently to reflect each client’s specific needs in purpose, goals, risk tolerance, and time factors.
The Alternative quadrant can contain many different types of investments and is completely dependent on the clients’ needs, risk tolerance and time frames. These alternatives are uncorrelated compliments to other investments in the portfolio. Commercial Real Estate investments fall into this quadrant.
For more information on Foxstone, our Freedom4TM quadrant, and the role alternatives play in your portfolio, please schedule a call below.
Every decision we make with respect to our client's financial matters is with their best interest in mind.
Foxstone Financial does not offer legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
Investment advisory services offered through Ravsten Wealth Management, LLC dba Foxstone Financial, a registered investment adviser regulated by the State of Colorado. Insurance and annuities offered through licensed professionals of Retirement Planning Resources, an affiliated company.