Why equity real estate investment trusts should be part of your investment portfolio despite the office sector's struggles. Topics covered include: Show Notes Slow Return to Work Pummels Office Stocks by Peter Grant—The Wall Street Journal REITs Likely to Attract Growing Interest from Private Real Estate Funds by Sarah Borchersen-Keto—Nareit Episode Sponsors Brooklinen - Get 20% off for Memorial Day Money Pickle – Schedule a free 45-minute video chat with a vetted … [Read more...]
428 Plus: CMBS Risks, ETF Replacements for Money Market Mutual Funds, and Comparing Two Value ETFs
In Plus episode 428, we explore how commercial mortgage-backed securities work. We look at ETF options that are similar to money market mutual funds. We analyze the U.S. Benchmark Series, a new ETF family, where each ETF owns only one U.S. Treasury security. Finally, we compare the Cambria Shareholder Yield ETF (SYLD) to the Distillate US Fundamental Stability & Value ETF (DSTL). Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, … [Read more...]
414: Use Caution with Private REITs like Blackstone’s BREIT
How public equity REITs differ from private REITs. Why investors are selling out of private REITs and why private REIT sponsors like Blackstone and Starwood are limiting investors' ability to do so. Topics covered include: Show Notes How the gates closed on Blackstone’s runaway real estate vehicle by Antoine Gara, Sujeet Indap, and Kaye Wiggins—Financial Times Investors Yank Money From Commercial-Property Funds, Pressuring Real-Estate Values by Konrad Putzier and Peter … [Read more...]
313 Plus: Advisors for Ultra High Net Worth Individuals, Annuities, Trading, and a Commercial Real Estate Update
In Plus episode 313, we assist a member who is seeking an investment advisor. We consider the role of investment-oriented annuities in a portfolio. We answer a member's question about trading. Finally, we review the commercial real estate market as a member who is looking to buy a rental office has not seen prices fall despite the recession and pandemic. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money … [Read more...]
273: Mid Month Investment Conditions and Commercial Real Estate Update
In Plus episode 273 for the week of October 19, 2019 we look at market performance month-to-date as well as the latest economic releases to see if there has been any deterioration in investment conditions. We also provide an update on the commercial real estate sector in terms of pricing, returns, delinquencies, and outlook. … [Read more...]
230: Use Caution With Real Estate Crowdfunding
With RealtyShares and other crowdfunding platforms shutting down, should you invest on these platforms and if so how do you go about evaluating the investment opportunities? In this episode you’ll learn: Show Notes The Real Estate Crowdfunding Review RealtyShares’ downfall shows perils of crowdfunding - Kathleen Pender - San Francisco Chronicle To learn about investing in equity real estate investment trusts, check out A Complete Guide to Equity REIT Investing. Episode … [Read more...]
183: How To Invest In Commercial Real Estate
What to look for when investing in public real estate investment trusts ("REITs), private REITs and direct real estate deals on crowdfunding real estate platforms. What are current valuations for REITs and commercial real estate. In this episode you’ll learn: To learn more about investing in equity REITs, check out A Complete Guide to Equity REIT Investing. Show Notes SPIVA Statistics and Reports On Underperforming Active Managers Episode Sponsors The Best Charity … [Read more...]