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REDDIT

Changing investment strategy in new market - REITs, Apartment Funds, QOZs

C
Apr 9, 2025 · 18:11

Hello, I hope everyone is staying sane in these interesting times.

Given the unpredicibality of the market over the next few years, my financial advisor is advising that I allocate more of my funds to more market-resitant investment vehicles like real estate funds, apartment funds, and QOZs.

His theory is that the market will continue to get worse. And that even if it bounces back, S&P growth will hardly keep up with inflation over the next decade. Prior to this crash, he was advising a smaller allocation to those funds given the higher expected return from S&P, Vanguard, etc, but now believes the ROI will be similar to these funds in a best case scenario, and higher in a worst case scenario.

The logic makes sense, however I am skepitcal, given that the apartment funds, etc. will be under his management.


Of course none of us can really predict what will happen, but I am curious if anyone else is asking themselves the same things and has an opinion they'd be open to sharing?