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Steve Coker, CFP
- Sep 24, 2017
- 2 min
REITs Are Not Bonds
Real Estate Investment Trusts (‘REIT’s) have become a common alternative to bonds in portfolios. They are frequently sold to investors as stable, income-producing assets that have the additional safety of being backed by real estate. However, history clearly demonstrates that REIT’s are far from stable. Indeed, they are among the riskiest investments, more volatile than both stocks and most direct investments in real estate. Their use as a bond alternative creates a far riski
Steve Coker, CFP
- Mar 27, 2017
- 2 min
2017 Housing Forecast
It is spring and that means that home selling season is in full swing! For 2017 housing prices are set to keep growing, though at a slower pace compared to the last few years. Of course, unlike stock investing, in real estate, as it is said, ‘everything is local’. Let’s dig into the 2017 forecasts for the nation, California, and some of our local regions. As with many investments, housing prices are a function of the strength of the economy, and the US economy continues to
Steve Coker, CFP
- Jul 25, 2016
- 2 min
A California Update
What is happening with the California economy? While news about the nation’s economy is everywhere, sometimes it is hard to find out how things are going in your own backyard. Enter the UCLA Anderson Forecast, an economic forecast specific to California. The most recent report released in June provides a detailed look at the Golden State with a particular look at jobs and real estate. Here is a quick overview of the study’s conclusions. Jobs According to the UCLA team, th
