Match Your Strategy to Your Risk: Core to Opportunistic

Every investor has a unique risk profile. Knowing yours is the foundation of portfolio design.

CRE Strategy Spectrum

• Core: Low risk, steady cash flow, minimal management.

• Core-Plus: Slightly higher yields through light value enhancements.

• Value-Add: Moderate risk, big upside through repositioning or upgrades.

• Opportunistic: Development or turnaround projects with high potential and volatility.

Smart investors pivot between strategies depending on the cycle. The best portfolios blend stability and upside.

Key Insight: Your success depends not on taking more risk — but on taking the right risk.

This blog is for informational purposes only. It may not apply to your specific situation. Consult us for personalized advice.