Our Perspectives

The Death of the 60/40 Portfolio: Why the Old Wealth Playbook No Longer Works

The Death of the 60/40 Portfolio: Why the Old Wealth Playbook No Longer WorksBy: Morgan Keim Published on: 12/08/2025

The 60/40 portfolio is no longer the best option for investors. See why private multifamily real estate offers steadier cash flow, tax benefits, and long-term upside - without Wall Street’s daily volatility.

Blogs
The Death of the 60/40 Portfolio: Why the Old Wealth Playbook No Longer Works

Higher for Longer: How 30-Year Rates Above 5% Impact Real Estate

Higher for Longer: How 30-Year Rates Above 5% Impact Real EstateBy: Morgan Keim Published on: 05/08/2025

Mortgage rates are up, affordability is down, and housing is shifting fast. Learn why affordable multifamily housing remains resilient and how Ocean Ridge is navigating “higher for longer” rates with steady demand and durable income.

Blogs
Higher for Longer: How 30-Year Rates Above 5% Impact Real Estate

Income ≠ Ownership: The Silent Trap Most Top Earners Fall Into

Income ≠ Ownership: The Silent Trap Most Top Earners Fall IntoBy: Morgan Keim Published on: 30/07/2025

Most people assume a six-figure income means security, yet nearly half of high earners still live paycheck to paycheck. Why? Income doesn't equal wealth.

Blogs
Income ≠ Ownership: The Silent Trap Most Top Earners Fall Into

Ocean Ridge Capital Expands National Footprint with 86 Unit Multifamily Acquisition in West Texas

Ocean Ridge Capital Expands National Footprint  with 86 Unit Multifamily Acquisition in West TexasBy: Morgan Keim Published on: 18/06/2025

Ocean Ridge Capital Partners has acquired The Jackson, an 86-unit multifamily community in Lubbock, Texas, as part of its mission to elevate the standard of affordable housing while addressing the U.S. housing shortage. This acquisition builds on Ocean Ridge's proven track record of transforming underperforming assets into thriving communities for tenants and high-yielding investments for entrepreneurial investors and their families.

News
Ocean Ridge Capital Expands National Footprint  with 86 Unit Multifamily Acquisition in West Texas

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