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...]
183: How To Invest In Commercial Real Estate
What to look for when investing in public real estate investment trusts ("REITs), private REITs and direct real estate deals on crowdfunding real estate platforms. What are current valuations for REITs and commercial real estate. Photo by Pietro De Grande In this episode you’ll learn: What are real estate investment trusts. How have active REIT managers performed relative to a passive REIT index. What are private REITs What is the cap rate. What to look for in private … [Read more...]
MNY145 Plus: REITs, Quantitative Tightening, and Peer-to-peer Lending
This week February 18, 2017 on Money For the Rest of Us Plus we look at an example of how not to estimate REIT returns. We also explore the potential impact as the Federal Reserve reduces the size of its balance sheet. We explore peer-to-peer lending using Lending Loop. Finally, we answer whether one can lose money indexing and how to dollar cost average into portfolios. … [Read more...]
MNY126 Plus: High Yield Munis, Sector REITs and Roth 401k’s
This week on Money For the Rest of Us Plus we answer questions from members on investing in high yield municipal bond funds and ETFs, worries about a bubble, a substitute holding for the DoubleLine Total Return Bond Fund and investing in sector specific real estate investment trust funds and ETFs. … [Read more...]
MNY115 Plus: Valuations, Brokerage Collapses and Lazy Portfolios
This week on Money For the Rest of Us Plus we look at U.S. stock market valuations using the Fed Model which compares earnings yield to ten-year treasury bonds. It shows the market is 75% undervalued. We also look at why that notion is absurd, but why we shouldn't ignore relative valuations measures that utilize interest rates. We also look at what would happen if the brokerage firm where you have your assets collapses. We revisit lazy portfolios as we answer a member's asset allocation … [Read more...]
MNY108 Plus: REITs versus Crowdfunding, and Raising Cash
This week on Money For the Rest of Us Plus we discuss the differences between investing in real estate investment trusts and real estate deals on crowdfunding sites. I also answer member questions on raising cash to fund retirement expenses and raising cash based on market conditions. Finally, we discuss portfolios for a three to five year timeframe. The episode length is 15 minutes. … [Read more...]
Portfolio Trade: Adding REIT exposure
Today I added real estate investment trusts to my portfolio. … [Read more...]
MNY063 Plus: Investing in International REITs
This week's Money For the Rest of Us Plus episode answers a member question about international real estate investment trusts (REITs). What are they and are they worth adding to a portfolio? I explain why I'm not very positive on international REITs. The episode length is 9 minutes. … [Read more...]
Equity REIT Fundamentals
This audio lesson discusses how to tell if REITs are over or undervalued. Topics covered include: REIT sectors Current fundamentals of REITs including valuation and growth measures Specific REIT statistics include REIT dividend yields, price to funds from operations (FFO) and premium to net asset value. The episode length is 9 minutes. Audio Lesson Audio Download Download this audio lesson Audio Lesson Notes Lazard U.S. Real Estate Indicators Report All Audio Lessons See … [Read more...]
What Drives Equity REIT Returns
This audio lesson discusses: What are real estate investment trusts What is the difference between equity and mortgage REITs Why I don't invest in mortgage REITs What drives the returns of equity REITs What are cap rates The episode length is 9 minutes. … [Read more...]
