Investment

Real estate can be an effective counter-balance to portfolio volatility. Real estate values respond to very different market conditions than those that affect stocks and bonds, and like these asset classes, there is a range of options to consider.

Among the first questions Carlton Smith will ask -

• "What are your investment objectives?"
• "Do you see your role as an active or passive investor?"
• "Are you interested in becoming a partner in a professionally managed real estate investment?"
• "Would you prefer to actively manage a single property?"
• "Do you wish to invest in Alaska or elsewhere?"
• "What is the scale of your investment and what is your timing?"
• "Are you looking for properties as a long term or as an income-producing investment?"