Typical investment funds are designed to provide investors with a diversified portfolio of assets that are meant to be held over a long period of time. This "buy and hold" strategy is known as a passive investment approach, where the investor buys a fund or an index and holds it for years, even decades, without making any significant changes to their portfolio.
The appeal of this approach is that it seems easy at the start. Investors can simply choose a fund that fits their investment goals and risk tolerance, invest their money, and then sit back and watch their investment grow over time. However, the downside of this approach is that market conditions can shift rapidly and rather quickly, leaving investors with assets locked into an investment strategy that no longer makes sense.
For instance, if a fund is heavily invested in a particular sector or company that experiences a sharp decline, the investor's portfolio will also suffer. Furthermore, market conditions can change, affecting the overall performance of the fund. For example, if interest rates rise, it can lead to a decline in the value of fixed-income securities such as bonds, which could impact the overall value of the fund.
Another significant disadvantage of the traditional approach is that it lacks flexibility. When investors buy into a fund, they have little control over the individual assets within the fund. This means that they cannot adjust their portfolio to take advantage of emerging market trends or to avoid assets that are underperforming.
JLAM's Agile Investing approach is a response to the limitations of the traditional approach. By adopting a flexible and adaptable investment strategy, JLAM can react quickly to market changes and capitalize on emerging opportunities. Rather than being locked into a predetermined investment strategy, JLAM's approach is to be flexible and nimble, allowing them to pivot quickly when market conditions warrant.
This can leave you with assets locked into an investment strategy that no longer makes sense for you. What once was a sound strategy has now become a square peg in a market that’s now become a round hole.
JLAM operates under a strategy that’s been honed over time and is both repeatable and scalable. The overarching strategy can be implemented in any number of tactical executions. This means that we can evolve our approach as market conditions warrant to ensure that the goal is steady yet outsized returns in any market.
While this approach has advantages, when married to our approach to raising capital, it gives investors the ability to move with us as markets change. When investing in JLAM, you invest at the deal level, not the fund level. This means that you have the opportunity to decide if each of our investments is right for you. Since we adapt our tactics with market changes, it likely will be!
JLAM's experience and expertise in the real estate industry enable them to identify future opportunities in both development and acquisition across various sectors, including residential, multi-family, and commercial properties such as office, retail, and industrial real estate. JLAM's team is made up of experienced professionals who have a deep understanding of the real estate market, including its trends and dynamics. This knowledge enables JLAM to pivot its investment approach as market conditions change, ensuring that its investments continue to generate attractive returns.
JLAM's ability to both acquire existing assets and develop new properties is a key advantage. This provides them with the flexibility to adapt to changing market conditions, enabling them to capitalize on new opportunities as they emerge.
Traditional investment funds typically invest in a predetermined basket of assets, and their investment strategy is generally inflexible. As a result, they may miss out on emerging opportunities or fail to react quickly enough to changing market conditions. In contrast, JLAM's Agile Investing approach positions them to be more responsive and flexible, allowing them to maximize returns and optimize their investment strategies as market opportunities arise.
To learn more about how our agile investing can help deliver attractive returns for you, schedule an appointment with us now.
