Valuations in the market have been utterly absurd, a 30% P/E ratio translates into an ridiculous multiple, “price” on stocks. What we are seeing now is a profit taking rotation, exacerbated by inflation fear and reality. The volatility index, the measure of fear in the market is up 20% today alone.
As quoted by the Wall Street Journal this morning.
“The Labor Department reported its consumer-price index jumped 4.2% in April from a year earlier, up from 2.6% for the year ended in March. That is the highest 12-month level since the summer of 2008. Consumer prices increased a seasonally adjusted 0.8% in April from March. The index measures what consumers pay for goods and services, including clothes, groceries, restaurant meals, recreational activities and vehicles.”
Yet Janet Yellen, expressed confidence at a return of nominal inflation, by next year, in the same report.
I disagree, I believe interest rates are going up and higher prices, are here to stay. How do we combat against that?
That is the macroeconomic picture.
It is not time to panic, it is time to diversify.
What does that mean to you as an investor? I have mentioned the idea of Dollar Cost Averaging before, and it bears repeating.
Analogous to that is testing the waters, “dipping your toes in if you will.”
It is prudent to take profits, institutions are doing it as we speak. It is equally prudent to reinvest. We recommend a dollar cost averaging strategy into our REIT to give you a predictable rate of return, while maintaining your equity positions in the stock market.
As a nimble total return REIT we are able to deliver confident returns that are not correlated to the declining equity markets, or the paltry bond market.
We recommend putting a percentage of your highly appreciated equity assets into our REIT.
Call us today to discuss a strategy that makes sense for you.
The Cawthon TCO One REIT offers you the ability to obtain a inflationary and non-correlated market hedge at 21%. That translates into 18.75% post current inflation.
If you have a qualified portfolio, and allocate a minimum of $25k you have potential 21% per year on that allocation. The Cawthon TCO One REIT offers that.
Consider us for a portion of your total return strategy. Our emphasis on intrinsic value through discounted purchases is an assurance that we will provide value to you.
Our 1031 program is an efficient way to diversify a real estate portfolio, defer capital gains, and increase future gains with total return.
Our REIT, The Cawthon TCO One REIT, delivers the following to all investors:
A principal focus on capital preservation, we cannot make money on capital lost.
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.
Our capital gain thesis is based upon purchasing discounted assets, thus greatly increasing our upside potential, simultaneously reducing downside risk.
Low Correlation to the capital markets Reduction of entire portfolio volatility.
Tax Advantages
Extremely competitive yield and capital gain
1031 Tax Free exchanges
Buy low and sell high through timely, discounted acquisitions
Substantially greater passive income - 21% TCO ONE / 3.5% Public
Our choices for total return are very limited in this environment. Cosider us for your solution.
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James Fournace II
Account Executive for Investment Sales
"Creating Generational Wealth"
959-245-3023
james.fournace@cawthonorganization.com
DISCLAIMER: THIS IS NOT AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY SECURITIES, OR TO SUBSCRIBE TO SERVICES HERIN. THIS INFORMATION IS NOT INTENDED, NOR SHOULD IT BE DISTRIBUTED, FOR ADVERTIZING PURPOSES, NORIS IT INTENDED FOR PUBLICATION OR BROADCAST TO THE GENERAL PUBLIC. ALL THIRD PARTY ANALYSIS GENERATED BY INDEPENDENT CONSULTANT ORGANIZATION(S), IS FOR ‘RISK EVALUATION’ PURPOSES, AND ‘ATTRIBUTION ANALYSIS’ ONLY, NOT ‘PERFORMANCE AGRANDIZEMENT’, AND THEIR ANALYSIS DOES NOT CONSTITUTE ANY ENDORSEMENT OR RECOMMENDATION. TCO ONE REIT MAY OR MAY NOT USE BACKTESTED PERFORMANCE DATA IN ITS PERFORMANCE REPORTS TO ASSIMILATE PAST PERFORMANCE PRIOR TO ASSETS UNDER MANAGEMENT. THIS DATA IS NOT AIMR COMPLIANT. THE SOLE PURPOSE FOR ITS INCLUSION IS TO LOWER PERFORMANCE EXPECTATIONS, EXPLAIN THE POTENTIAL FOR SOME SIGNIFICANT LOSS, AND BETTER EXPLAIN THE RELATIVE VOLATILITY OF THE RETURN STREAM, OVER TIME. THIS PERFORMANCE DOES NOT REPRESENT THE RESULTS OF ACTUALTRADING USING CLIENT(S) ASSETS. PAST PERFORMANCE IS NO INDICATION OF FUTURE RESULTS. TCO ONE REIT (AND/OR ITS REPRESENTATIVES) DOES NOT DISCLOSE ANY CONFIDENTIAL INFORMATION ABOUT ITS CUSTOMERS OR FORMER CUSTOMERS TO ANYONE EXCEPT AS PERMITTED BY LAW, AND UNLESS AUTHORIZED BY SAME.
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