2. The Case for Private Real Estate in a Long-Term Portfolio

01/09/2025 3 min

Listen "2. The Case for Private Real Estate in a Long-Term Portfolio"

Episode Synopsis

In a world of rising living costs and market volatility, private real estate offers a compelling foundation for long-term wealth building. Here are three reasons why we continue to view it as a core holding for many investors:1. Inflation HedgePrivate real estate has intrinsic, tangible value. As the cost of goods and services rises, so too does the replacement cost of real assets like buildings and land. Rental income often adjusts upward with inflation, preserving purchasing power over time.2. Reliable IncomeUnlike stocks with variable dividends, stabilized real estate assets generate consistent monthly cash flows. Whether through multifamily housing, industrial, or medical offices, this income can provide downside protection in volatile markets.3. Smart Use of LeverageReal estate is one of the few asset classes where prudent borrowing enhances returns without taking on excessive risk. Long-term, fixed-rate debt can amplify equity growth—especially when income covers financing costs and leaves room for reinvestment.At Zelos, we integrate private real estate into portfolios not for speculation, but for durable wealth creation.#PrivateRealEstate #AlternativeInvesting #InflationHedge #PassiveIncome #ZelosInvestmentCounsel