TIGER 21’S ASSET ALLOCATION SURVEY SHOWS NEW HIGH FOR REAL ESTATE AS HEDGE FUNDS DRAW CONCERNS

TIGER 21’s Asset Allocation Survey revealed a record high 33% of Members’ portfolios are comprised of real estate holdings while interest in hedge funds has fallen to a low of 4%.

  • TIGER 21’s Founder and Chairman Michael Sonnenfeldt says Members are comfortable with assets they have direct ownership of like part of a small business or a building.
  • Investors are leaving hedge funds because of the high fees and poor performance, and have represented decreasing portions of Members’ portfolios.  Now Members asset allocation has fallen below the 5% seen during the financial crisis.
  • In a period of high valuation and geopolitical risk, low ability to produce returns drives Members back to basics by investing in income-producing assets like real estate.
  • TIGER 21’s Quarterly Asset Allocation survey reflects responses from about a quarter of the group’s 520+ Members who collectively manage more than $51 billion in personal assets.

 

Read the full article here 

 

Subscribe

Subscribe to receive email updates from TIGER 21 Insights.

If you are interested in learning more about TIGER 21, please complete the contact form and you will receive a copy of our most recent Asset Allocation Report.