Over the course of just a few short months, 2025 has already been earmarked as a year of volatility in the stock market. Equity prices flip-flopped before taking a nose-dive, reflecting the concerns that investors had around inflationary pressures and the new administration’s tariff policies – the S&P 500 fell 4% and the Nasdaq Composite Index posted a steep 10% decline in Q1 2025. While we may very well see a turn-around later in the year if tariff and international trade tensions were to ease up, investors are right to be concerned about stock market volatility.

BENA Capital’s funds are designed for those seeking low to moderate investment risk, stable income, and opportunity for long-term appreciation gains. With savings yields now significantly lower than what they were before the Fed’s three consecutive rate cuts in the latter half of 2024, and with after-tax yields from bonds and Treasuries barely keeping up with rising inflation rates, real estate can still offer investors the opportunity to capture both income and growth, all the while hedging against inflation and taking cover from stock market turbulence.

At BENA Capital, we have been pleased to distribute cash dividends to our investors every single quarter since inception in 2014. We acquire each property in our portfolio after stringent due-diligence and we continually perform local market analysis to monitor for peak selling opportunities. This data-driven strategy has enabled BENA Capital to consistently produce strong returns across our Funds - both from asset appreciation and dividend yields - for our investors, quarter after quarter, year after year.