BigMikeFund

143: How to Winterize Your Portfolio with Mike Zlotnik


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Our host, Mike Zlotnik is the CEO of TF Management Group, LLC which runs four real estate investment funds. He has been a debt and equity investor in real estate since 2000. After a successful 15 year career in IT, he pivoted to real estate investing because of his passion for real estate and its predictability of outcome and risks.

Today, he talks about strategies you can use to make your portfolio more resilient and resistant to pressures and the environment, rapidly rising interest rates, and what investors can do to evaluate their portfolio. He dives deep into rebalancing and diversification, and other strategies that have done well and continue to do well. 

Listen in!

HIGHLIGHTS OF THE EPISODE

00:36 – “I used to have a crystal ball, it broke, I can’t find another one for sale”

01:01 – We might be very close to a recession

01:13 – Recent economic news

02:55 – Two possible scenarios

03:50 – What happens with rapidly rising interest rates

05:55 – What an investor can do today to evaluate their portfolio

07:51 – If you’re invested in bonds and interest rates are rising

09:19 – Risk free returns

10:09 – Risk adjusted return and other goals

10:52 – Rebalance and diversify

12:11 – Look at what you’re investing in: public or private

13:39 – Two primary types of projects in real estate

14:03 – What is downside protection?

17:11 – Other strategies that have done well and continue to do well

18:48 – Preferred equity vs. common equity

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

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BigMikeFundBy Mike Zlotnik

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