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Record W2271558794 · doi:10.14288/1.0096012

Real estate portfolio diversification

2010· article· en· W2271558794 on OpenAlexaboutno aff
Todd H. Kurtin

Bibliographic record

VenuecIRcle (University of British Columbia) · 2010
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicHousing Market and Economics
Canadian institutionsnot available
Fundersnot available
KeywordsDiversification (marketing strategy)PortfolioReal estateBusinessFinancial economicsEconomicsFinanceMarketing

Abstract

fetched live from OpenAlex

This thesis examines the potential benefits of diversification in real estate. By calculating a set of returns for apartment blocks in Vancouver, British Columbia, two issues of diversification are dealt with: the potential of diversifying within real estate, and the benefits of including real estate in mixed-asset portfolios. To examine the potential of diversifying within real estate, the study looks at the relative proportions of systematic and unsystematic risk of real estate. Also, the paper investigates the rate at which variations of returns for randomly selected portfolios are reduced as a function of the number of properties in a portfolio. To investigate the benefits of including real estate in mixed-asset portfolios, two types of efficient portfolios are constructed: one that hedges against inflation, and the other that is mean-variance efficient. By selecting these two types of efficient portfolios, the paper considers two major investment objectives of investors: (1) that their portfolio provides a return to combat inflation; (2) that their portfolio have minimum risk for a given expected rate of return. The findings of the study show that portfolios consisting solely of real estate(of one property type in one local market) are not well diversified. The investigation found that only 29 percent of total risk is unsystematic(diversifiable). However, a large portion of the unsystematic risk can be diversified away by holding a portfolio which contains only a few properties. The findings also illustrate that real estate is a useful addition in mixed-asset portfolios. Real estate contributes to the effectiveness of both the inflation-hedged portfolio and the mean-variance efficient portfolio. In the inflation-hedged portfolio, real estate does not contribute as strongly as expected, but the results still demonstrate that real estate should be included in portfolios that are designed to hedge inflation. In the mean-variance efficient portfolio, real estate is found to have a low or negative correlation with other assets, making the potential to diversify very high.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.002
metaresearch head score (Gemma)0.008
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Not applicable · Consensus signal: none
GenreCandidate signal: Other · Consensus signal: none
Teacher disagreement score0.006
Threshold uncertainty score0.021

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0020.008
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0020.002
Science and technology studies0.0000.000
Scholarly communication0.0020.002
Open science0.0000.001
Research integrity0.0000.001
Insufficient payload (model declined to judge)0.0060.001

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.012
GPT teacher head0.160
Teacher spread0.148 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designNot applicable
Domainnot available
GenreOther

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations1
Published2010
Admission routes1
Has abstractyes

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