Money for The Rest of Us

Investment help and financial guidance for the rest of us.

  • Podcast
  • Guides
        • Asset Classes

        • A Complete Guide to Investing in I Bonds and TIPS (2025)
        • A Complete Guide to Equity REIT Investing
        • A Complete Guide to Mortgage REIT Investing
        • A Complete Guide to Investing in Gold
        • A Complete Guide To Investing In Convertible Bonds
        • Investing in Bitcoin, Oil, and Volatility ETFs
        • Carbon Investing and its Effect on Climate Change
        • Farmland Investing
        • The Opportunity and Risk of Frontier Markets
        • Investment Vehicles

        • A Complete Guide to Investment Vehicles
        • How to Invest in Closed-End Funds
        • What Are SPACs and Should You Invest in Them?
        • Money and Economics

        • A Complete Guide to Understanding and Protecting Against Inflation
        • Understanding Web3 Investing
        • Strategy

        • Why You Should Rebalance Your Portfolio
        • What Is Risk vs Uncertainty?
        • Tail Events and Tail Risk
  • Resources
        • General Resources

        • Topic Index
        • Glossary
        • Most Influential Books
        • Member Tools

        • Member - Getting Started Guide
        • Asset Allocation and Portfolio Tools
        • Current Investment Strategy Report
        • All Investment Conditions Reports
        • Strategic and Adaptive Model Portfolios
        • Member Tools and Downloads
        • Member Resources

        • Plus Premium Episodes
        • Submit A Question to the Plus Podcast
        • Member Forums
        • David’s Current Portfolio
        • David's Portfolio Trades
        • Courses

        • Investing in Closed-End Funds
  • Members
  • Join
  • Log In
You are here: Home / Archives for private real estate

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

370 Plus: Investing in Latin America Stocks, TIPS, and Single-Family Rental Homes

January 15, 2022 by David Stein · Updated January 20, 2022

In Plus Episode 370, we review the inexpensive valuations for Latin American equities and what has driven the underperformance. We consider options for investing in Latin America and Brazil. We analyze the investment case for Treasury Inflation Protection Securities in the current interest rate environment. Finally, we analyze a single-family rental property on the Arrived Homes platform to determine if it is an attractive investment. … [Read more...]

Filed Under: Money Plus Tagged With: Arrived, Brazil, home rental, Latin America, private real estate, real estate, TIPS, Treasury Inflation Protected Securities

362 Plus: Return Stacking, Investing in IPOs and a Self Storage Facility

October 23, 2021 by David Stein · Updated August 14, 2023

In Plus Episode 362, we review the return stacking / portable alpha investment strategies. We look at whether it's worth it to invest in an IPO at its pre-offering price. Finally, we analyze a private self-storage unit real estate investment. … [Read more...]

Filed Under: Uncategorized Tagged With: DBRIX, initial public offerings, IPOs, NTSX, portable alpha, private real estate, return stacking, self storage units

351 Plus: Using Stop Losses and a Framework for Evaluating Private Investment Funds

July 31, 2021 by David Stein · Updated November 9, 2021

In Plus Episode 351, we explore how stop losses work and whether they can be effective or not. We also discuss a framework for evaluating private investment partnerships, such as commercial real estate funds. … [Read more...]

Filed Under: Uncategorized Tagged With: investing framework, investing rules, investment philosophy, private capital, private equity, private investments, private real estate, stop loss

345 Plus: June 2021 Investment Conditions and Plus Membership Improvements

June 5, 2021 by David Stein · Updated June 8, 2021

In Plus Episode 345, we review current investment conditions including the disconnect between the bond market and inflation data. We discuss the new Money For the Rest of Us Plus app and the new retirement planning calculator. Finally, we discuss David's recent portfolio change and how a student loan housing project investment turned out. … [Read more...]

Filed Under: Uncategorized Tagged With: private real estate

230: Use Caution With Real Estate Crowdfunding

November 14, 2018 by David Stein · Updated December 14, 2022

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? Photo by Hubert Mousseigne In this episode you’ll learn: How are real estate investments funded. Why are real estate crowdfunding platforms shutting down. How to evaluate a real estate investment opportunity. Show Notes The Real Estate Crowdfunding Review RealtyShares’ downfall shows perils of … [Read more...]

Filed Under: Podcast Tagged With: BREIT, commercial real estate, crowdfunding, private real estate, real estate

153 Plus: Evaluating Annuities, Directed Trades and Private Real Estate

April 15, 2017 by David Stein · Updated May 24, 2021

This week April 15, 2017 on Money For the Rest of Us Plus we help a member analyze whether it is better to take a lump sum payment or an annuity that a former employer is offering. We look at how major retail brokerage firms such as Schwab and Fidelity direct trades to market makers and whether that is a good thing or not. We analyze how an investor might adjust their publicly traded portfolio mix if they own rental real estate. Finally, we try to determine which precious metal is most … [Read more...]

Filed Under: Uncategorized Tagged With: annuities, asset allocation, brokerage firms, directed trades, gold, immediate annuities, income annuity, lump sum, lump-sum pension distribution, precious metals, private real estate

MNY104 Plus: Crowdsourced Private Real Estate Example

April 23, 2016 by David Stein · Updated May 24, 2021

This week on Money For the Rest of Us Plus I walk through a recent investment I made in a preferred equity offering in a private hotel real estate transaction. I invested through the crowdsourced real estate platform Acquire Real Estate. I explain the process for opening an account at Acquire and how I analyzed and made the decision to move forward with the transaction. The episode length is 12 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: crowdfunding, private real estate, real estate

MNY100 Plus: Recognizing Losses and Private Real Estate Investing

March 26, 2016 by David Stein · Updated May 24, 2021

This week on Money For the Rest of Us Plus we discuss criteria to consider when selling individual stock holdings that have lost money. We also look at the current environment for investing in private real estate deals. The episode length is 17 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: losses, private real estate, real estate, sell discipline

Contact | Team | Topic Index


Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

Copyright © 2025 • Disclosures, Privacy Policy, and Cookie Policy • Site by Tempora

Manage Cookie Consent

We use cookies to optimize our website, marketing, and services. 

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}
Manage Cookie Consent
We use cookies to optimize our website, marketing, and services. We never sell users' data.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}