top of page
Search
  • jamesfournace

Does it take a Genius?

Updated: Apr 12, 2021

This morning Larry Summers, who I am actually a fan of, used the term "Disposition of Functionality" on Fox News Sunday. What does that fancy language mean? It means that investors allocating capital properly, right now, will be protected.


It also means that we are in a solid position from an asset allocation standpoint. Our committee is committed to this thesis.


What we do relative to the vix: We are currently outperforming the vix and the market 14%.


Our fear index, as we have shared with you, will increase while risk will decrease as long as you allocate proportionately into solid 21% returning real estate assets.


We are still in great shape. I maintain my thesis of consistent dollar cost averaging. It is critical from a tactical and plain logical standpoint.


If you have a qualified portfolio, and allocate a minimum of $50k per year you will make 21% on that allocation. The Cawthon TCO One REIT offers that.


Consider us for a portion of your total return strategy.


Our REIT, The Cawthon TCO One REIT, delivers the following to all investors:


  1. A principal focus on capital preservation, we cannot make money on capital lost.

  2. Our yield is consistent, and conservative, there is simply no way in this market to achieve this level of yield and diversification outside of real estate, we provide both.

  3. Our capital gain thesis is based upon purchasing discounted assets, thus greatly increasing our upside potential, simultaneously reducing downside risk.

  4. Low Correlation to the capital markets Reduction of entire portfolio volatility.

  5. Tax Advantages

  6. Extremely competitive yield and capital gain

  7. 1031 Tax Free exchanges

  8. Buy low and sell high through timely, discounted acquisitions

  9. Substantially greater passive income - 21% TCO ONE / 3.5% Public

Our choices for income are very limited in this environment. The Fed will undoubtedly not be raising interest rates anytime soon.




--

James Fournace II

Account Executive for Investment Sales

"Creating Generational Wealth"

Cawthon Organization

959-245-3023












31 views0 comments

Comments


bottom of page