Flagship Portfolio
Real estate has always been one of the best ways to make a fortune in the United States and, indeed, in most of the world.
Almost 20% of the billionaires on the Forbes 400 became part of the super-rich because of real estate.
Real estate is a cornerstone of wealth for the rest of the super-wealthy too, with almost all of them having significant real estate holdings in their portfolios.
The latest study from CEM Benchmarking, a pension investment consulting firm, shows that listed real estate outperformed every asset class except private equity from 1998 to the end of 2021.
Given all that, you probably won’t be surprised by what I say next: I think most investors should have a lot more of their money invested in REITs than traditional allocation models suggest.
In this total return REIT portfolio, we are looking for REITs with solid fundamentals that are deeply undervalued. So let’s take a look at the current REITs portfolio, updated as of 9/8/2025:
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