Key Takeaways
- Portfolio strategy defines annual acquisition targets, capital allocation, geographic distribution, and disposition criteria.
- Institutional capital access (funds, JVs, private placements) typically begins at $10-$25M in AUM.
- Strategic disposition is as important as acquisition—selling at maximum value recycles capital to higher-yield opportunities.
- 1031 exchanges defer capital gains and enable full pretax capital recycling into replacement properties.
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Test Your Knowledge
1.What distinguishes portfolio-level strategy from individual deal analysis?
2.When do investors typically begin accessing institutional capital?
3.What is a disposition strategy and when should it be planned?