Patent ID: 7970684
Filing Date: 2011-06-28
Classification: G06Q

Abstract:
1. A computer implemented method for creating an investment fund to diversify risks in directly owned real estate assets, wherein the investment fund is configured to be purchased in proportion to a dollar amount of directly owned real estate assets, the method comprising: (a) selecting a target range of proportions of monetary value in directly owned real estate assets to monetary value in investments to be made in an investment fund, and selecting at least one performance criterion for the target range; (b) selecting a target geographical region; (c) identifying a composite portfolio that comprises (i) at least one directly owned real estate asset in the target geographical region, and (ii) variable assets that are more liquid than the at least one directly owned real estate asset, and wherein the composite portfolio is configured such that the proportion of monetary value of the at least one directly owned real estate asset to monetary value of the variable assets is within the target range; (d) calculating, by a computer, an allocation of the variable assets in the composite portfolio that diversifies risks associated with the at least one directly owned real estate asset in the composite portfolio, said calculating comprising: (e) configuring the investment fund based on the mix of variable assets in the selected allocation, and making the investment fund available for purchase by individuals who directly own real estate assets in the target geographic region.