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...]
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: 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...]
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...]
342: Is Another Great Inflation Coming?
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...]
281 Plus: Mid Month Update, Conditions for Emerging Market Bonds and REITs
In Plus episode 281 for the week of December 21, 2019, we review the performance of financial markets month-to-date, and recent releases of leading economic indicators. We also review current valuation metrics for emerging market bonds and REITs to see if the environment is appropriate to be increasing exposure. … [Read more...]
256 Plus: Economic and Financial Cycles, Demographics, Private REITs and Long/Short ETFs
In Plus episode 256 for the week of June 15, 2019, we consider the difference between economic and financial cycles. We review debt metrics for U.S. households and businesses. We look at investing themes based on U.S. demographic trends. We explore the pros and cons of private REITs versus public REITs. Finally, we analyze long/short stock investing as practiced by the WisdomTree Dynamic Long Short U.S. Equity ETF. … [Read more...]
247 Plus: April 2019 Portfolio Review and Are REITs a Separate Asset Class
In Plus episode 247 for the week of April 7, 2019, we review David's portfolio and changes he made as of early April 2019 including the recent edition of a global closed-end bond fund. We also answer a member's question as to whether real estate investment trusts should be considered a separate asset class. … [Read more...]
246 Plus: Preferred Stock, Private REITs, and Put Writing ETFs
In Plus episode 246 for the week of March 29, 2019, we review why David added to his preferred stock allocation given the current interest rate environment. We compare the differences between private REITs and public REITs. Finally, we analyze an ETF that tracks the CBOE S&P 500 PutWrite Index. NOTE: If you are looking for the episode on the Innovator S&P Buffer ETFs mentioned in podcast Episode 277, part one of the discussion is Plus Episode 240, which you can listen to for free. … [Read more...]
211 Plus: July Portfolio Review, REITs and Inverted Yield Curves
This week July 7, 2018, we review a change to the model portfolios to replace the iShares Currency Hedged MSCI All Country World ETF (HACW), which is closing. We review recent changes David made to his portfolio. Finally, we answer member questions regarding inverted yield curves, increasing REIT exposure and investing more aggressively than the Aggressive Model portfolio. … [Read more...]
187 Plus: More On Yield Cos, Small Cap Stocks, Real Estate and Closed End Funds
This week January 13, 2018 on Money For the Rest of Us Plus, we revisit our yield co discussion from Plus Episode 186 and look at how yield cos appears to be changing. We review the allocation to U.S. small company stocks in the model portfolios. We look at when return of capital distributions for closed end funds are okay and when they should be a concern. Finally, we analyze the relationship between real estate cap rates and interest rates and provide an update on the current … [Read more...]
