Risks
Debt Free Single Family LTR in high-growth, business-friendly, and low tax markets we categorize as low to moderate risk. The following are some of the projected risks, mitigated risks, and deferred risks.
Deferred Risks *
- Interest Rate Spikes
- Refinance availability risk and cost
- Liquidation timeline pressure
- Default
Mitigated Risks *
- Diversification via regional acquisitions
- Technology driven property management
- Advanced tenant screening algorithm that leverages historical data
- Insurance and Maintenance contractor network
Risks *
- Deep and sustained property devaluation
- Major reduction of LTR demand
- Natural Disasters
- Tenant Default
* See PPM for a complete list of potential risk disclosures.
Risk Spectrum by Asset Type
Cryptocurrencies: Very high risk due to extreme volatility and regulatory uncertainties.
Derivatives: Very high risk, complex financial instruments with potential for significant losses.
Tech Start-ups: High risk, particularly early-stage companies with uncertain futures.
Venture Capital: High risk, investing in early-stage companies with potential for high returns or losses.
Oil & Gas Exploration: High risk, subject to commodity price volatility and regulatory changes.
Forex: High risk, currency trading with significant leverage and volatility.
Private Equity: High risk, involves investing in privately-held companies.
Crowd Funding: High risk, often involves start-ups or small businesses with limited track records.
Privately Traded REITs: High risk, illiquid and less regulated compared to publicly traded REITs.
Multifamily Real Estate Syndications: Moderate to high risk, depending on property location, market conditions, and management expertise.
Private Credit: Moderate to high risk, involves lending to private companies which may have higher default risk.
Commodities: Moderate to high risk, influenced by supply and demand factors and geopolitical events.
Publicly Traded REITs: Moderate risk, subject to market fluctuations but more liquid and transparent.
Other Low Cost Index Funds: Moderate risk, diversified and generally lower cost, but still subject to market risk.
S&P 500 / Low-Cost S&P 500 Index Funds: Moderate risk, broad market index with diversification and low fees.
Debt Free Single Family Rentals (in high growth, business-friendly, and low tax markets): Low to moderate risk, due to location benefits, debt free capital structure, providing stable income, and potential for appreciation.
Treasury Bonds: Low risk, backed by the government with fixed interest payments.
CD - Savings: Cash Equivalent: Lowest risk, very safe with guaranteed returns and high liquidity.