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...]
370 Plus: Investing in Latin America Stocks, TIPS, and Single-Family Rental Homes
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. Become a Member If you would like to listen to … [Read more...]
362 Plus: Return Stacking, Investing in IPOs and a Self Storage Facility
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. 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 About Membership Options » Plus Episode 362 View and Listen … [Read more...]
351 Plus: Using Stop Losses and a Framework for Evaluating Private Investment Funds
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. 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 About Membership Options » 351 Plus View and Listen To Other Plus Episodes Audio … [Read more...]
345 Plus: June 2021 Investment Conditions and Plus Membership Improvements
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. 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 … [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...]
153 Plus: Evaluating Annuities, Directed Trades and Private Real Estate
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...]
MNY104 Plus: Crowdsourced Private Real Estate Example
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...]
MNY100 Plus: Recognizing Losses and Private Real Estate Investing
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...]
