TIGER 21 members favored real estate in Q1 2015, according to a new asset allocation report.

That report shows real estate investment jumped by 2% in the first three months of the year, bringing it to 29%—that’s the highest allocation to real estate seen since the company started tracking member data in 2007.


The report also notes members have long had higher-than-average exposure to real estate, and says that area of the market has become a prime sector for wealth creation in recent years.

Read: Consider mortgage investing

“Some of the greatest accumulations of wealth over the last decade have been [invested] in real estate and technology,” says Michael Sonnenfeldt, chairman and founder of TIGER 21.

Additional report highlights

  • Half of respondents plan to increase their allocation to real estate in Q2, while 38% will maintain their current allocation and 12% will decrease it.
  • The only other asset category in which many members plan to increase their holdings is private equity—44% of respondents plan on increasing or maintaining their exposure to the asset class, while only 12% will decreasing it. Read: How to reinvigorate companies you buy
  • TIGER 21 members are cautious of fixed income, so the asset class only accounts for 11% of portfolio allocation, on average. Read: The case for global bonds in a low-yield world
  • When asked whether they thought today’s stock markets are valued fairly, more than half of respondents (52%) said yes. Nearly half (45%) think markets are overvalued, while only 3% think they’re undervalued.

For more on real estate investing, read:

Invest in U.S. real estate tax-efficiently

Investment trends to watch

Condo investment shouldn’t be a tax nightmare

Is a home a nest egg or an investment?

Canadian REITs to outperform in 2015

Canadian couple’s U.S. mortgage payments balloon (Case study)