Why Most Portfolios Are Built to Fail
Private real estate investing offers a smarter alternative for investors overly reliant on the stock market. Clinging to familiar public markets exposes portfolios to volatility, rising interest rates, and unpredictable global shocks. Even when markets rise, stretched valuations can lead to painful pullbacks.
If you’ve checked your 401(k) and thought, There has to be a smarter way, you’re not alone.
Private Real Estate Investing as the Missing Piece
Tom Dunkel, Managing Principal of Eagle Capital Investments, believes the answer is strategic diversification through private real estate investing.
Instead of chasing complex financial products, Tom builds a “fund of funds” model that invests in proven asset classes like:
- Multifamily housing – A long-term winner due to persistent housing shortages.
- Self-storage & mobile home parks – Resilient, cash-flowing assets.
- Private lending – Short-term, high-yield loans to trusted operators.
This approach allows investors to gain exposure to multiple markets and operators without the headache of sourcing and vetting deals themselves.
Track Record Meets Opportunity
- 19+ years in real estate investing – From distressed mortgage debt to leading a self-storage investment firm.
- Trusted operator network – Only partners with groups with strong track records and high integrity.
- Phoenix multifamily success – Helped investors get into a thriving market while capitalizing on an operator forced to sell due to floating-rate debt—a scenario creating some of the best buying opportunities of 2025.
- Diversified returns – Typical projects target low-to-mid teens annualized returns with 5–10% cash-on-cash yield.
Position Yourself Before the Window Closes
Now is a prime moment to rebalance. The stock market has enjoyed a strong run, but valuations are high. Taking some chips off the table and reallocating into private real estate investing could provide income, appreciation, and downside protection.
Download Tom’s free eBook on due diligence and deal vetting at InvestWithEagle.com and start accessing vetted, off-market deals before they’re gone. You can also follow Tom Dunkel on LinkedIn to stay updated on new investment opportunities and market insights.
Q1: What is private real estate investing?
A1: Investing in off-market deals like multifamily or self-storage to earn cash flow, appreciation, and tax benefits.
Q2: How does private real estate diversify my portfolio?
A2: It reduces stock market volatility and adds income-generating assets.
Q3: What returns can I expect in 2025?
A3: Low-to-mid teens annualized returns over 3–5 years, with 5–10% cash-on-cash; short-term lending can yield high cash flow in under a year.
Q4: Which U.S. cities are best for investment?
A4: Phoenix, AZ; Houston and Dallas, TX; plus select Midwest markets like Tennessee and Kentucky.
Q5: How do I find vetted operators and off-market deals?
A5: Partner with experienced managers or fund-of-funds platforms with proven operators.
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