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REAL ESTATE

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REIT Allocation & Investor Objectives (2009–2025)

Submitted by Your Personal CFO - Bourbon Financial Management on September 18th, 2025

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Listed REITs vs. Private Real Estate Returns (1998–2022)

Submitted by Your Personal CFO - Bourbon Financial Management on September 9th, 2025

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CPI Rent of Primary Residence (%) (2001-2025)

Submitted by Your Personal CFO - Bourbon Financial Management on August 5th, 2025

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75% of active real estate funds have outperformed passive in last 5 years

Submitted by Your Personal CFO - Bourbon Financial Management on July 7th, 2025

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Active Management is Winning Strategy in Real Estate Category

Submitted by Your Personal CFO - Bourbon Financial Management on July 7th, 2025

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