08/15/2024
Recent stock market volatility has made investors uneasy.
In light of this, it's essential to explore the benefits of incorporating real estate investments, particularly real estate debt, into your portfolio to provide stability during market fluctuations.
Our latest passive note investment opportunity offers a robust 10% annual return with added protection. This note is backed by a fully renovated tri-plex in the highly desirable university town of Boulder, Colorado, just a stone's throw from Aloha Capital's headquarters. Boulder is consistently ranked among the top five "Best Places to Live" by U.S. News & World Report.
The note matures on November 2, 2024, providing a liquidity event in approximately 3 months for reinvestment or distribution. For added security, Aloha Capital's affiliated fund protects 20% of the first loss.
Market volatility, characterized by significant price movements, has been particularly pronounced recently. For retirees relying on investment income, such drawdowns can feel like being caught in a storm without proper protection. When the stock market crashes, one can find peace in the consistent monthly checks from a real estate lending portfolio created through Aloha Capital.
According to Schwab.com, "Selling investments at depressed prices during a market downturn creates a double-edged problem for retirees. First, when prices are low, you may have to sell more shares to raise the same amount of cash. Second, tapping your portfolio in a bad market could permanently undermine your ability to participate in future recoveries." To avoid this, Schwab recommends holding at least a year's worth of anticipated withdrawals in cash investments, with another two to four years' worth in relatively liquid, conservative investments.
Aloha Capital's passive real estate debt platform, SWELL -https://swell.investments/ - offers investors access to fixed-rate investments ranging from 8% to 20%, backed by real estate and personal guarantees from active real estate investors. This income-generating investment is essential for any portfolio, especially for those nearing or in retirement and needing steady income streams.
If you're not familiar with investing in real estate through debt, visit our website, join our weekly live webinar - https://us02web.zoom.us/webinar/register/WN_Kgd1r-CwRbymp_0cp_IIXA with Kevin Hill, CEO of Aloha Capital, or connect with us one-on-one.