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

Let’s Build Something Enduring—Together.

You’ve done the hard part: building capital. Now it’s time to put it to work—alongside a team that invests with the same discipline, care, and long-term vision you bring to your own portfolio.

© 2024 Ocean Ridge Capital. All rights reserved. Privacy Policy Terms of Service Cookies Settings