Aspects and Facilities of Financial and Real Estate Investment Portfolio Formation Cover Image

Finansinių ir nekilnojamojo turto investicijų portfelio formavimo aspektai ir galimybės
Aspects and Facilities of Financial and Real Estate Investment Portfolio Formation

Author(s): Egidijus Bikas, Algimantas Laurinavičius
Subject(s): Economy
Published by: Vilnius Gediminas Technical University
Keywords: Investment portfolio; real estate; analysis of investment portfolio effectiveness; financial assets.

Summary/Abstract: The article examines a pressing problem of an effective investment portfolio formation. An effective investment portfolio is being formed from investments in the market for Lithuanian securities and real estate of Vilnius, considering the theoretical and practical aspects of forming an investment portfolio based on researches of foreign countries and Lithuanian investigation. An interpretation of different assets interaction allowed to reveal the suitability of real estate for investment portfolio diversification, safeguarding against cost rise, and the assurance of higher investment return. The analysis revealed that investments in the residential real estate market could significantly reduce the risk of the portfolio or increase its return; it could also hedge against inflation.

  • Issue Year: 2009
  • Issue No: 2
  • Page Range: 118-129
  • Page Count: 12
  • Language: Lithuanian