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You are here: Home / Archives for equity REITs

478 and 479 Plus: Public and Private REIT Update, Analyzing Individual Stocks, Comparing Brokerage Firms, and Direct Indexing

May 25, 2024 by David Stein · Updated June 7, 2024

In this combined Plus episodes 478 and 479, we review public equity REITs' historical performance, expected returns, and current valuations. We also compare public equity REITs to private REITs and explain why private REITs continue to limit redemptions. We review how stock managers evaluate individual stocks. We compare Schwab's, Fidelity's, and Vanguard's ownership and explain why Schwab has less compelling cash sweep options. Finally, we look at FREC, a new competitor in the direct … [Read more...]

Filed Under: Money Plus Tagged With: brokerage firms, direct indexing, equity REITs, individual stocks, private REITs

451 Plus: Portfolio Trades, Thoughts on Running a Business, and the Potential Impact of U.S. Demographic Trends

October 14, 2023 by David Stein · Updated October 30, 2023

In Plus episode 451, David shares the rationale behind recent trades in his portfolio to increase the allocation to equity REITs and preferred stock. We discuss the importance of keeping personal assets segregated from business risk. Finally, we review how U.S. demographic trends could impact economic growth. … [Read more...]

Filed Under: Money Plus Tagged With: demographics, entrepreneurship, equity REITs, lifestyle business, portfolio trades

Portfolio Trade: Adding to Existing Equity REIT and Preferred Stock Holdings

October 14, 2023 by David Stein · Updated October 14, 2023

… [Read more...]

Filed Under: Portfolio Insights Tagged With: equity REITs, portfolio trades, preferred stocks

434: Don’t Be Afraid To Invest In Commercial Real Estate

May 24, 2023 by David Stein · Updated June 19, 2023

Why equity real estate investment trusts should be part of your investment portfolio despite the office sector's struggles. Topics covered include: Why some office REITs are down 30% in 2023, and owners are walking away from buildings How commercial mortgages differ from residential mortgages The broad sector diversification found within equity REIT ETFs What have equity REITs performed long-term, and what drove those returns What is a reasonable return expectation for … [Read more...]

Filed Under: Podcast Tagged With: commercial real estate, equity REITs, real estate, REITs

414: Use Caution with Private REITs like Blackstone’s BREIT

December 14, 2022 by David Stein · Updated May 24, 2023

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: What are public and private real estate investment trusts Why has Blackstone's BREIT been such a success Why investors are trying to exit private REITs Why commercial property values are falling Is now a good time to invest in public and private … [Read more...]

Filed Under: Podcast Tagged With: BREIT, commercial real estate, equity REITs, liquidity, private real estate, private REITs, REITs

391 Plus: Adaptive Model Portfolio Changes, Updated Return and Risk Assumptions, and the Peak Housing REIT

June 25, 2022 by David Stein · Updated July 12, 2022

In Plus episode 391, we review the recent adaptive model portfolio changes to reduce equity exposure and lower credit risk in the bond portfolio. We introduce the new expected return and risk assumptions and address some member questions. Finally, we answer a member's question about selling a single-family rental home and rolling the proceeds into the Peak Housing REIT. … [Read more...]

Filed Under: Money Plus Tagged With: equity REITs, expected returns, model portfolio changes, model portfolios, private REITs

389: Is Airbnb Intensifying the Housing Crisis?

June 1, 2022 by David Stein · Updated June 17, 2022

We explore whether long-term and short-term single-family home rentals are contributing to higher rents, higher home prices, and a housing shortage. What are the options for investing in this space and should we? Topics covered include: What is financializationWhat are examples of how financialization and government policy has impacted housingHow homeownership rates vary around the worldHow much of a presence do equity REITs have in the single-family home rental spaceHow a housing … [Read more...]

Filed Under: Podcast Tagged With: Airbnb, equity REITs, financialization, housing, housing shortage, vacation rentals

372: When Should You Sell An Investment?

January 26, 2022 by David Stein · Updated March 11, 2022

We explore four reasons to sell an asset with a focus on the Ark Innovation ETF, Bitcoin, and equity REITs. We also put the current stock market sell-off into historical perspective. Topics covered include: What are lousy reasons to sell an investmentWhat is a sell disciplineWhat are four good reasons to sell an investmentWhy and why not to invest in the Ark Innovation ETF (ARKK)Why growth stocks are getting crushed in the current market sell-offHow frequently does the stock market … [Read more...]

Filed Under: Podcast Tagged With: ARK Invest, ARKK, Bitcoin, equity REITs, market losses, REITs, sell discipline, selling assets, selling stocks

342: Is Another Great Inflation Coming?

May 12, 2021 by David Stein · Updated April 19, 2023

How today's inflationary environment is similar and different from the great inflation of the 1970s. What are the best assets to protect your portfolio if the next great inflation is here. Topics covered include: How is inflation measured and why the pandemic made calculating inflation difficult What causes inflation Why is inflation increasing currently What caused the great inflation of the 1970s Which assets are best to own to protect against inflation Show … [Read more...]

Filed Under: Podcast Tagged With: central banks, commodities, dividend investing, dividend stocks, equity REITs, inflation, inflation expectations, inflation hedge, inflation-indexed bonds, money supply, REITs, Treasury Inflation Protected Securities

307 Plus: Risk Parity ETF and Equity REITs

August 1, 2020 by David Stein · Updated April 22, 2022

In this Plus episode, we compare the RPAR Risk Parity ETF with other role-based permanent portfolios. We also review how to evaluate and invest in real estate investment trusts. … [Read more...]

Filed Under: Uncategorized Tagged With: equity REITs, Golden Butterfly, permanent portfolios, risk parity, RPAR

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