Does it make sense to include offshore real estate as part of my retirement investment strategy?
From the strategic level the answer is resounding Yes! Investing in offshore real estate can have two powerful benefits to an overall investment strategy. The first is the powerful risk reducing impact of adding international assets. The Nobel Prize winning work known as Modern Portfolio Theory has shown that the portfolio containing up to 40% international assets actually have a lower risk than being invested 100% in the U.S. markets in the same mix of assets. The second benefit is gained by the diversification effect that real estate brings relative to a stock market only strategy. Of course, how an investment in a specific investment works out depends on your research and ability to identify a winner. • Do I have to pay any income taxes or penalties when I use my IRA money to make the purchase? Not if you use the Omni Asset IRA to make the investment inside your IRA account! By correctly using this strategy you avoid paying both income taxes and penalties you would have paid if you
