Alternative Real Estate Investing: The Case for Portfolio Reallocation

In 2018, Cornerstone achieved a significant milestone by publishing their first book on DSTs (Delaware Statutory Trusts) titled "Modern Real Estate Investing." This publication provided valuable information and education to real estate investors using a section 1031 exchange. The impact of the book extended to reaching sponsors and industry participants. In response to market conditions characterized by inflation and interest rate hikes, Cornerstone recognized the need for investors to explore alternative investment strategies. As a result, we have published this second book focused on reallocating investments from stocks and bonds to alternative real estate investments.

Following the financial crisis of 2008, endowments, pension funds, and wealthy family offices have reallocated into alternative investments for greater diversification. This book aims to provide the private investor with valuable insights and guidance on how to follow the "endowment reallocation model" using newly developed alternative real estate investment structures to diversify their portfolios and mitigate the potential risks associated with market volatility, inflation, and rising interest rates. By highlighting the benefits and potential returns of alternative real estate investments, Cornerstone provides a strategic plan to build a portfolio of institutional-grade real estate investment to enhance their investment portfolios using risk diversification and tax-shelter strategies.