March 30, 2021 | Investing
Today, we’re sitting down with LifeGuide Partner and Chief Investment Officer, Zak Lutz, to answer some of the most frequently asked questions we receive. This is the first part in our six-part Q&A series.
A: When you think about real estate right now, you’re probably thinking about empty office buildings, retail, shopping malls, etc. However, our real estate holding is much bigger than that and includes many different sectors in a diversified real estate fund. Included under the broad umbrella of “real estate” are things you may not necessarily think of, such as:
Office space actually makes up a smaller percentage of a diversified real estate fund than most think. While it’s possible that office space may be undergoing a bit of a sea change, some of these other sectors have actually benefited tremendously throughout the COVID-19 pandemic. Ultimately, there will be winners and losers with real estate. However, these winners and losers will offset each other to some degree.
Bottom line: We believe the prospects for real estate as a whole are still attractive and can be a good diversifier in your portfolio.
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To prepare quotes for you, we ask that you complete a short three-minute online LTC Questionnaire.
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Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!