Month: April 2025

San Francisco is the most interesting place to consider investing in today. It’s awakening from a long slumber, thanks to an aggressive push from the new mayor and his friends. There’s a palpable energy that “the City” is coming back. Office leasing is picking up, new investment is coming in, and there’s a real focus on crime and cleanliness.

Uncertainty is prevalent today throughout all markets. Wide-ranging tariffs, spending cuts, and foreign policy decisions. Given the new uncertainties in our world, the years of out-sized stock market returns feels over. For maximizing investment returns going forward, should alternative investments, such as real estate, be a part of the portfolio?