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The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors, + Website by Gregory Curtis

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Notes

1 I am deeply indebted for this portion of the chapter to Eric Haskel's excellent paper on real estate investing. See Greycourt White Paper No. 47:Investing in Real Property (2009), available at www.Greycourt.com.

2 Vanguard offers a mutual fund that is a REIT index fund. Other mutual funds also specialize in investing in real estate–related companies—the Third Avenue Real Estate Value Fund, for example.

3 With thanks to my partner, Mark J. Laskow, whose excellent paper on this topic very much informed this portion of the chapter. See Greycourt White Paper No. 37:Investing in Oil & Gas (2006), available at www.Greycourt.com.

4 Special thanks to my partners at Greycourt, Mark Laskow and Chris Fineburg, for their assistance with this portion of the chapter.

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