Less Volatility, More Yield?

Preservation of Capital with competitive yield is possible.

Consider the following scenario: 1,000,000 liquid funds for income and minimal equity for capital gain. With that in mind we construct this hypothetical conservative portfolio.

1. Yield on the SP 500: 1.62%

2. 10 yr Corporate bond: 2.03%

3. Publicly Traded REIT: 3.50%

4. 10-year Annuity: 4.00%

The above investments represent a hypothetical income portfolio.. While we can find variations, these represent a realistic expectation of what we can expect from an income standpoint. If we equally weight and average these assets for an income source we end up with a balmy 2.78% paycheck for our investment. A 1,000,000 investment in this portfolio would deliver 27,800 per year for our risk.

Now if we were to take that exact same portfolio, reduce the holdings to 20% and add the TCO One REIT to it our picture changes.

1. TCO ONE REIT: 8.00% 20%

Our income has Dramatically increased to 38,300 per year. This does not even take into account the total return element of our TCO ONE holding. Would you like to experience the following?

1. Low Correlation to the capital markets Reduction of entire portfolio volatility.

2. Extremely competitive yield and capital gain

3. 1031 Tax Free exchanges

4. Buy low and sell high through timely, distressed acquisitions

5. Substantially greater passive income - 8% TCO ONE / 3.5% Public

Our choices for income are very limited in this environment. The Fed will undoubtedly not be raising interest rates anytime soon.

With the TCO One REIT you acquire diversification, income, capital gain and tax advantages!

Speak to the Cawthon Organization Today and find out how you can dramatically increase your income in a diversified Real Estate Portfolio!

Call us today at 225-276-1525.

Find out how we can increase your passive income, and decrease your overall volatility.

Jim Fournace

Account Executive of Investment Sales

Cawthon Organization

The TCO ONE REIT, purchases multi-family properties with the intention to bring consistent passive income back to you, the investor. This is your opportunity to invest in institutional quality multi-family properties at a fraction of the cost. For $25k dollars you get a fractional ownership in multi-family property where you earn passive income. This investment structure offers you the ability to invest in something bigger than what you could do individually.