The reason that people talk about balancing their portfolio is that it should ensure steady growth when one sector slips there is often an investment vehicle that does better.  

@Sam Dogen I've already hit my number with my real estate, so it's basically a life of leisure while managing my properties.

Hi @Al Pereira I am a Former Analyst, for a private equity firm I have 10 years experience, in Real estate in general working in the private equity sector and sales and as a Investor my self about 4, I did some developments in Puerto Vallarta Mexico, where there is a huge influx of Canadian investors which I grew great relationships, I understand the Canadian business mindset and I enjoy doing business with you guys, I can help you with investments and partnership mostly in San Diego, Southern California area, and some in Arizona and New Mexico. or even Resort properties in mexico send me a PM so we can talk more.

Commercial: Focus on the investment property sector.

These are private sector actors with no gov't subsidy lending money on terms that often match or beat gov't subsidized terms, so they make up for it by being more stringent/conservative in their underwriting criteria, or they offer rates/terms that are worse for the borrower than the Fannie/Freddie rates/terms. 

Then I did further research, especially focusing on growth in the tech sector, since I work in that sector and do believe that it is the future, and will provide stability in the region. 

If this was a deal or a nice Multi there would not be a seller looking to bail and finance it.the Multi sector is red hot for quality assets as has been posted.I suspect this is a semi ghetto slumlord situation with a ton of deferred maintenance and really tough tenant demographic

On a serious note Spencer Gordon I have been on BP for a few weeks now and talking to people in different sectors of real estate across the country has been very educational.

Ideally you want to pick markets that have good job growth, a good employment base, positive in-migration, a healthy housing market, and be somewhat diverse in its industrial sector profile.

DeJoria, Donald Trump, Don Sterling, Sheldon Adelson, Steve Wynn, etc...They do work, it's just that they do (and have done to get where they area at) different things than most people do with their time.They have also made a lot of very smart decisions and been able to recover from any regretful ones they've made.There are a handful living on a stipend that have family offices handling money that was left to them when their elders sold off a huge business who lead what people think is a life of leisure, but that depends on the person.So as far as what the graph represents (to me) it seems kind of like useless information, in that it leads to making no more money personally.Good Luck!