Saxum Insights

Opportunity Zones: Think Long-Term, Diversify and Sell the Bounce

May, 2019 - Value versus growth investment strategies have long been a topic of spirited debate when attempting to analyze the optimal formula to outperform the market and maximize risk adjusted long-term returns.

Opportunity Zones: A Historic Tax-Efficient Mechanism to Leverage Real Estate

September, 2018 - It is our belief that we have just witnessed the passing of one of the most innovative and impactful bi-partisan sponsored tax legislations in recent history. While the impact will be wide reaching, it is difficult to fully appreciate the potential benefits that will be directly attributed to the Opportunity Zone Program, including economic growth, job creation, social impact, financial profit and increased future municipal tax revenues. Surprisingly the program remains relatively unknown to both retail and institutional investors despite the impressive opportunity surrounding the recent legislation.

Alternative Assets: Investing in Real Estate Through Alpha Driven Strategies

August 7, 2017 - Alternatives is a common title utilized to label investments outside of the traditional portfolio of stocks, bonds and cash equivalents. Investments in commodities, private equity, private debt, hedge funds, infrastructure and real estate all fall under the umbrella of alternatives. For this Saxum Insights, we will be referring to real estate when discussing alternatives. Currently, 61% of all institutional investors actively invest in real estate which is the highest participation rate across alternative assets.

Real Estate: Asset or Liability? A Case for Alternative Investments

March 20, 2017 - Saxum Real Estate is proud to officially launch a new kind of newsletter. Saxum Insights will cover a broad range of real estate and financial topics, which will prove to be both educational and thought-provoking for industry professionals and investors alike.
First up: Real Estate: Asset or Liability? A Case for Alternative Investments.