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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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Erika Morphy
Erika Morphy has been writing about commercial real estate at GlobeSt.com for more than ten years, covering the capital markets, the Mid-Atlantic region and national topics. She's a nerd so favorite examples of the former include accounting standards, Basel III and what Congress is brewing.
