Portfolio Development

A real estate portfolio is a collection of the different investment assets that are held and managed to achieve a financial goal. It’s a strategic catalog of current and past real estate deals, whether rental properties, rehabs, or REITs (Real Estate Investment Trusts), for the purpose of earning monetary returns. Although not every real estate portfolio will look the same, the items that are considered part of your portfolio will generally be dependent on a combination of factors such as your objective, time horizon and risk tolerance.  

Portfolio Management

Portfolio Management  

Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Portfolio management is all about determining strengths, weaknesses, opportunities and threats in the attempt to maximize return at a given appetite for risk. 


Portfolio management can by either passive or active, in the case of mutual and exchange-traded funds (ETFs). Passive managementsimply tracks a market index, commonly referred to as indexing or index investing. Active management involves a single manager, co-managers or a team of managers who attempt to beat the market return by actively managing a fund's portfolio through investment decisions based on research and decisions on individual holdings. Closed-end funds are generally actively managed.