Posts From Joshua Schroeder

Joshua Schroeder
Joshua Schroeder is an entrepreneur and top performing real estate development professional with broad based experience in mixed use coastal resort communities as well as rural recreational and agricultural properties. His value creation philosophy, based on a strong belief in the importance and interconnectivity of responsible development, quality recreation, healthy ecosystems and sustainable agriculture, has contributed to over $1.2 billion in real estate transactions. Over ten years of international experience in both Europe and Latin America has provided him with broad global perspective, a better understanding of different cultures and a deep intellectual curiosity about how to bring people together and reconcile different perspectives. Joshua has an excellent track record of working with talented entrepreneurs and senior executives to create valuable business opportunities in both real estate and non real estate sectors. At Azul de Cortez, he serves as the Director of Business Strategy and oversees community and product positioning, target market and consumer analysis, marketing and sales planning as well as financial modeling and capitalization strategy. Azul de Cortez is a planned coastal community on the Sea of Cortez in Baja California Sur and a fully owned subsidiary of Isolux Corsan, the largest privately held Spanish engineering and construction company. Joshua is responsible for balancing Azul de Cortez´s diverse and complex strategic challenges that are inherent in a mixed use project with a diverse mix of sustainably planned amenities and residential units. Joshua graduated cum laude from Carleton College with a BA in Economics in 2001 and received his MBA from ESADE Business School in Barcelona in 2007.
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Sustainable Investing: The Farming Technology Boom

Thanks to technology and smarter farming practices it takes approximately one fifth as much land today to raise the same amount of crop as in 1940.1  Whether it was farmers using new cross pollination techniques 50 years ago or the introduction of GMO seeds more recently, farming technology and innovation has continued to allow the American farmer to produce higher yields with less water, pesticides, fuel, fertilizer and all on

2013 Cash Reserves Ranking: Apple, U.S. Corporates Lead Way

Most humans, apart from most teenagers, tend to be naturally averse to risk.  We try to avoid situations that are dangerous, embarrassing or in some way negatively compromising.  As investors, that may mean putting on hedges, rotating into more defensive sectors or raising cash reserves when risk is perceived to be higher. For corporate America, the latter has been the option of choice:  US corporations have significantly increased their corporate

Understanding Asymmetric Risk For Outsized Investing Returns

Understanding asymmetric risk is critical to making good decisions.  Whether you want to be a successful investor, manager or parent, the ability to identify situations where the probability and magnitude of a positive (or negative) result is much greater than the opposite outcome is important.  Being able to identify asymmetric risk helps us to steer clear of potentially dangerous situations, where there is little room for error. It also allows

Sustainable Investors: Large Cap Ag Stocks In Focus

The goal of many sustainable investors is to align their investment decisions with their ideals on issues ranging from natural resource stewardship to corporate governance and community interaction.  Similar to philanthropy, the objective of many sustainable investors is to improve the world in some way while advancing personal investment goals at the same time.  Today I wanted to share one investment idea that may not jump out as a sustainable

U.S. Government Shutdowns: A Mixed Bag For Equity Markets

From all of the media outrage, Facebook posts and political theater one would think that the government shutdown in Washington is the next thing to the apocalypse.  Admittedly, it is embarrassing that our political leaders, if we can call them that, are unable to come together to keep the government open. But politics aside, what does the government shutdown really mean for the capital markets? If history is any guide, not much. In fact, government

Crafting the Right Approach to Sustainable Investing

My previous post on sustainable investing introduced the concept and concluded that making sustainability a focus or a part of your investment criteria can help reduce risk, while generating better risk adjusted returns. In fact, earlier this year Harvard University “agreed to create a senior position at its investment management arm to consider the environmental, social and corporate governance (ESG) aspect of its holdings.”1 But a question remains: How can individual

Sustainable Investing: Why It Matters Now

Sustainability is a buzz word that is now associated with everything from real estate development to diapers.  I haven’t checked, but it would probably be difficult to find a company in the S&P 500 that did not have a “sustainability” strategy.  Some companies such as Whole Foods (WFM) and First Solar (FSLR) have business models that are either based upon or rely entirely on the concept of sustainability. Others such as Apple

European Youth Unemployment: Risking a Lost Generation

By Joshua Schroeder     Once again Europe’s leaders spoiled a chance to take coordinated action to effectively address the bailout in Cyprus. This failure has further eroded credibility in the already weak solidarity of the European Union. Luckily, the effects of this bungled bailout are expected to be limited to Cyprus, an economy of $24.7 billion with an overall debt level slightly under $20 billion.1  That said, where Europe’s leaders have really

Dividend Stocks: A Look at the Real Estate Sector

By Joshua Schroeder      Every day it seems like more and more people are on board with the recovery in real estate. Even the hardcore skeptics are being forced to admit that the market has stabilized and that prices are beginning to move higher. Most of the attention in the media seems to be focused on the housing sector which an investor can get exposure to through the large banks (XLF),

US Housing Market Improving, Recovery Taking Hold

By Joshua Schroeder Here we go again.  The political ping pong in Washington has once again impeded any resolution leading to certainty regarding fiscal policy and therefore continues to limit the potential of the labor market recovery. As a result, household formation rates remain below potential and continue to act as a drag on the nascent housing recovery and consumer spending. However, despite the leadership deficit and its economic consequences, there