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You are here: Home / Archives for real estate

448 Plus: Speculations, Automating Investments DRIPS, and Purchasing Land in Mexico

September 23, 2023 by David Stein · Updated October 30, 2023

In Plus episode 448, we discuss speculations in marijuana stocks and AI. We explore how dividend reinvestment programs work, and the benefits of making sure there is congruence between one's personality and how one invests. Finally, we discuss what to consider when purchasing and developing a property in Mexico or another country. … [Read more...]

Filed Under: Money Plus Tagged With: AI, automated investing, DRIPs, marijuana stocks, real estate, speculations

443 Plus: U.S. Debt Downgrade, Vanguard Cash Plus Account, and Crowdstreet Fraud

August 12, 2023 by David Stein · Updated August 31, 2023

In Plus episode 443, we consider the repercussions of Fitch downgrading U.S. government debt and how to monitor the debt situation. We analyze Vanguard's new cash options. Finally, we review the recent fraud accusations for one of the real estate investments hosted on the Crowdstreet real estate platform. … [Read more...]

Filed Under: Money Plus Tagged With: cash, CrowdStreet, debt default, Fundrise, national debt, real estate, Vanguard

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

417 Plus: Which Assets Now, How Much in Real Estate, Disinflation, Foreign Taxes, and CEFs

January 21, 2023 by David Stein · Updated January 31, 2023

In Plus Episode 417, we consider whether there is an optimal price to renter the S&P 500 Index or other asset classes. We discuss what disinflation means. We consider what is a reasonable allocation to public and private real estate. We consider the impact of foreign withholding taxes on dividends. Finally, we look at the current closed-end fund landscape. … [Read more...]

Filed Under: Money Plus Tagged With: asset allocation, closed-end funds, disinflation, dividends, real estate, taxes

406 Plus: More on SVOL, Active Bond Funds, Vanguard Risk Rates, and Purchasing Real Estate in IRAs

October 15, 2022 by David Stein · Updated October 22, 2022

In Plus Episode 406, David provides more detail on why he sold the Simplify Volatility Premium ETF. We discuss how all bond investing involves some active decisions and why an investor would consider an active bond mutual fund. We compare two Vanguard mutual funds with different risk ratings. Does a conservative fund losing more money this year than a more aggressive fund signify Vanguard's risk ratings are wrong? Finally, we explore how to purchase real estate using the funds in an … [Read more...]

Filed Under: Money Plus Tagged With: active bond funds, active vs passive investing, IRA, PUTW, real estate, self-directed IRA, SVOL, Vanguard, VIX

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

331 Plus: Member Profile, Tail Risk Protection, Rental Real Estate as Bond Substitute, and YYY ETF

February 13, 2021 by David Stein · Updated January 30, 2023

In Plus Episode 331, we profile a member in Bosnia who is deciding on a new asset allocation after selling a business. We consider whether investors in their thirties should seek tail risk protection against declining stock markets. We evaluate how rental real estate can be used as a bond substitute. Finally, we analyze the Amplify High Income Fund ETF (YYY) that invests in closed-end funds. We also discuss CEFL and CEFD that follow a similar strategy. … [Read more...]

Filed Under: Uncategorized Tagged With: asset allocation review, bond substitutes, bonds, closed-end funds, member portfolio review, real estate, tail risk, YYY

313 Plus: Advisors for Ultra High Net Worth Individuals, Annuities, Trading, and a Commercial Real Estate Update

September 11, 2020 by David Stein · Updated April 29, 2021

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. … [Read more...]

Filed Under: Uncategorized Tagged With: annuities, commercial real estate, financial advisors, immediate annuities, investment advisors, real estate, trading

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

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

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