In Plus episode 558, David provides a short update on the SpaceX IPO, he reviews his income strategy holdings, and considers whether now is a good entry point for equity REITs, preferred stock, option income, and managed futures. Finally, we discuss a recent piece on energy optionality that was written mostly using AI and whether that detracted from the piece's credibility. 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 … [Read more...]
532 Plus: NVIDIA, CLO Equity Sell Off, and Equity REIT Return of Capital
In Plus episode 532, we correct last week's episode regarding the valuations of ETFs that invest in AI. We discuss investing in high-octane stocks like NVIDIA. We examine why CLO equity closed-end funds experienced a sell-off this week, including the news that the Department of Justice is investigating alleged collusion by CLO equity investors. Finally, we explain why equity REIT ETFs could have a return of capital distribution. Become a Member If you would like to listen to this episode … [Read more...]
478 and 479 Plus: Public and Private REIT Update, Analyzing Individual Stocks, Comparing Brokerage Firms, and Direct Indexing
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...]
451 Plus: Portfolio Trades, Thoughts on Running a Business, and the Potential Impact of U.S. Demographic Trends
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. 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 For the Rest of Us Plus member. Learn More … [Read more...]
Portfolio Trade: Adding to Existing Equity REIT and Preferred Stock Holdings
Become a Member If you would like to read about this portfolio trade, consider becoming a member of Money For the Rest of Us Plus. Learn More About Membership » Yesterday, David increased his investment in two existing portfolio holdings that have fallen in price in the last twenty months, resulting in more compelling valuations and higher expected returns. Vanguard Real Estate ETF (VNQ) David increased his allocation to Vanguard Real Estate ETF (VNQ), a position he has held … [Read more...]
434: Don’t Be Afraid To Invest In Commercial Real Estate
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...]
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...]
391 Plus: Adaptive Model Portfolio Changes, Updated Return and Risk Assumptions, and the Peak Housing REIT
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. 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 … [Read more...]
389: Is Airbnb Intensifying the Housing Crisis?
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...]
372: When Should You Sell An Investment?
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...]
