How Much Money Do You Need to Invest in a Real Estate Investment Fund?

Trying to figure out how to invest your hard-earned savings can be overwhelming, with the way inflation and ongoing volatility in the stock market inhibits growth, making it harder to obtain secure ongoing income for retirement. Most experienced financial advisors know that any profitable portfolio will be well diversified and include many different types of investments, including alternative options such as venture capital, private equity and real estate.

Top Financial Expert Says Investing 15-20% of Assets in Real Estate Funds is Key to Growth

"Low costs and diversification serve investors well", stated David Swenson, a highly esteemed financial analyst who created “The Yale Model” that gave a $20.6 billion boost to the Ivy League university’s endowment fund while he served as its manager. Instead of only relying on U.S. stocks and bonds to grow your wealth, he says investors should acquire a much wider range of assets, including real estate funds like the KASA Investment Fund, which Swenson advises should account for at least 15-20 percent of your total financial portfolio.

His reasoning is straightforward and supported by history: Investing in real estate funds are a secure, proven way to earn dependable retirement income, considering tangible assets like investment properties offer much less risk and more security than typical stocks, bonds or mutual funds. Investing at least 15-20 percent of your wealth in the KASA Investment Fund provides consistent income that is collected from the properties owned by the fund.

Why Should the KASA Real Estate Investment Fund Be Part of Your Financial Portfolio?

Shareholders also get to enjoy growth from ongoing property appreciation, and when you buy shares using money in your IRA account, all of the income earned is tax-deferred. Also, it’s important to mention that most investors don’t have the knowledge, expertise or desire to successfully manage income-producing properties, which is time-consuming and requires a consistent professional approach. This is just another reason why passive investment vehicles like real estate funds remain so attractive for average investors, since the KASA Investment Fund provides exposure to some of the world’s top real estate markets without actually buying individual properties and managing them yourself.

"If the stock market crashes and you need to spend money out of your portfolio as income in retirement, you don’t want to suddenly lose 30 percent of your savings and be forced to sell whatever is left at a low price", Swensen advised in an interview with NPR.

Shareholders in the KASA Investment Fund also get to participate in the extraordinary growth of the KASA Hotel Collection, a forward-thinking brand with properties being developed throughout the Caribbean and the Americas. KASA is a member of Small Luxury Hotels of the World, which isa coveted partnership only bestowed upon the world’s very best properties.And perhaps best of all, Shareholders get to enjoy all the perks that come with owning luxury beachfront hotels, including deep discounts at all KASA properties, including at on-site spas, restaurants and bars… Without the stress and time commitment that comes with actually buying income producing investment properties and developments outright!

More Benefits of Owning Shares in a Private Real Estate Investment Fund

Real estate reacts differently to market fluctuation than stocks, bonds and mutual funds, so owning property can protect your portfolio from outside market volatility and also provides a hedge against inflation. Buying shares in a real estate fund like the KASA Investment Fund adds even more protection to your financial portfolio, because you are investing in shares that represent ownership in a flourishing, international luxury beachfront hotel brand that has already proven its business model works in multiple locations. Furthermore, it’s important to note that the KASA Hotel Collection acquires zero debt throughout the entire process of acquiring, developing and managing each of the properties that are owned by the Fund, so your investment is 100% secured against the assets of the company.

Finally, since the Fund only buys the best land in some of the world’s top vacation locations, the business model ensures that all of the luxury beachfront hotels developed by the Fund will appreciate at a premium rate, compared to similar properties in less attractive places. In fact, all KASA Investment Fund properties are worth 30-50 percent more than the purchase price and development costs immediately upon opening. This works to give Shareholders even more security and provides a shield for other Fund assets, until the initial investment capital has been regained.