REIT-Art 

This is an HTML version of an article that ran in Real Estate Forum. To see the story in its original format, click here.

Semi-retired real estate economist Mark Dotzour is a retirement advisor’s worst nightmare. He invests in what he knows, thus leading him to violate a cardinal rule of portfolio management for individuals: never be too exposed to the same industry in which you make your living. Dotzour has 86% of his portfolio invested in commercial real estate. There is simply no other asset class that can deliver decent yield in the current environment, he says.

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