Podcasts about real estate investment trust reit

What does it mean to vet a real estate deal as a limited partner? In this episode of The Real Estate Investor Podcast, host Gary Lipsky welcomes Aleksey Chernobelskiy, Principal at Centrio Capital Partners and Founder of GP-LP Match. Aleksey previously ran Store Capital's lucrative real estate portfolio and underwriting team before shifting his focus to educating and advocating for limited partners (LPs). Through his daily posts, newsletter, and investing partner platform, he helps LPs avoid costly mistakes and spot opportunities others miss. During the conversation, Aleksey explains the difference between REITs and funds and how return profiles compare across REITs, funds, and syndications. Discover why the Internal Rate of Return (IRR) metric is flawed, Aleksey's “three pillars” of LP investing, why investors should vet General Partners (GPs), and the biggest mistakes to avoid. Join Gary and Aleksey to learn why downside risk matters, what distorts deal projections, and why honesty, not perfection, builds investor trust. Tune in now!Key Points From This Episode:Background about Aleksey and how he helps LPs evaluate real estate deals.Hear what got him interested in educating LPs to make better investment decisions.The difference between a Real Estate Investment Trust (REIT) and a real estate fund. Find out how return profiles compare across REITs, funds, and syndications.Issues with the Internal Rate of Return (IRR) metric and why it should be avoided.Discover Aleksey's “three pillars” of LP investing and what makes it effective.Learn why educating yourself (or sitting out) is better than gambling on a deal.Unpack the biggest and most common mistakes Aleksey sees from both GPs and LPs.How to approach capital calls and why your best investors are your existing ones.Explore what is often missing from investment decks and what to include instead.Aleksey's key advice for LPs: study 100 deals and trust the reps.Links Mentioned in Today's Episode:Aleksey Chernobelskiy on LinkedInAleksey Chernobelskiy on XCentrio Capital PartnersGP-LP MatchLimited Partner (LP) Investing Lessons Newsletter‘10 reasons why deal flow rules the world'Invest SmartAsset Management Mastery Facebook GroupBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedInJoseph Fang on LinkedIn

Does universal Pre-K guarantee school readiness? To answer that question the podcast is headed to Wisconsin! Land of freezing winters, dairy cows, and universal Pre-K. Back in the 1980s, Wisconsin made publicly funded preschool almost ubiquitous throughout the state. But they're still suffering from a massive underinvestment in childcare and early education, as well as one of the worst racial achievement gaps in the country. Gloria talks to Angela Harris, elementary school teacher and chairwoman of the Milwaukee Black Educators' Caucus, about the importance of early education in preparing kids for kindergarten. Then Gloria talks to Brooke Legler, a childcare center owner and activist, about the post-pandemic childcare funding crisis in Wisconsin and how we can make sure every kid in Wisconsin has a chance at success. Special thanks to our partners who have made this season possible!  This series is produced with Neighborhood Villages. Neighborhood Villages is a Massachusetts-based systems change nonprofit. It envisions a transformed, equitable early childhood education system that lifts up educators and sets every child and family up to thrive. In pursuit of this vision, Neighborhood Villages designs, evaluates, and scales innovative solutions to the biggest challenges faced by early childhood education providers and the children and families who rely on them, and drives policy reform through advocacy, education, and research. Visit www.neighborhoodvillages.org to learn more.  This season was made possible with generous support from Imaginable Futures, a global philanthropic investment firm working with partners to build more healthy and equitable systems, so that everyone has the opportunity to learn and realize the future they imagine. Learn more at www.imaginablefutures.com.  This series is presented by The J. Willard and Alice S. Marriott Foundation. This series is presented by the Bainum Family Foundation. Through their WeVision EarlyEd initiative, they are elevating the voices of families and early childhood professionals, their “proximity experts,” to generate equitable and practical solutions to make the ideal vision of child care in America real. You can learn more at wevisionearlyed.org.  This season is presented by The Conrad N. Hilton Foundation, an organization working to improve the lives of individuals living in poverty and experiencing disadvantage throughout the world. Learn more at hiltonfoundation.org.  The childcare crisis in the United States dramatically worsened during the pandemic.  However, there are glimmers of hope in unlikely places. One of those is in impact investing. Small but growing, Care Access Real Estate (CARE) is a Real Estate Investment Trust (REIT). Today, home-based providers often struggle with landlords and Homeowner Associations (HOAs) who put roadblocks in the way of obtaining a license to operate. CARE seeks to "unlock the full potential and aspirations of center and home-based providers". CARE does this as a childcare friendly landlord aiming to expand supply where demand is acute in under-resourced areas. Ultimately, CARE seeks to build the wealth of childcare providers by putting them on a path of one day owning their own home.  Mission Driven Finance invests in homes as childcare infrastructure. One by one, real dreams of working in this space are coming true. Childcare is infrastructure: it is the pathway to success for parents, caregivers, early educators, and most importantly the children themselves. If No One Is Coming to Save US, we must save ourselves.  You can find more on CARE and Mission Driven Finance here:  https://www.missiondrivenfinance.com/invest/real-estate/care/ Follow No One is Coming to Save Us wherever you get your podcasts, or listen ad-free on Amazon Music with your Prime Membership. You can also get premium content and behind the scenes material by subscribing to Lemonada Premium on Apple Podcasts.  Laugh, cry, be outraged, and hear solutions! Join our community: https://www.facebook.com/groups/nooneiscomingtosaveus.  Stay up to date with us on X, Facebook and Instagram at @LemonadaMedia. Want to become a Lemonada superfan? Join us at joinsubtext.com/lemonadasuperfan.   Click this link for a list of current sponsors and discount codes for this and all other Lemonada series: lemonadamedia.com/sponsors. To follow along with a transcript, go to lemonadamedia.com/show/ shortly after the air date.See omnystudio.com/listener for privacy information.

Singapore's Real Estate Investment Trust (REIT) sector has been seeing a sluggish performance as the iEdge S-Reit Index is down by 2.8% on a year to date basis, underperforming the broader Strait times index which is up 9% for the same period. Krishna Guha, Analyst at Maybank Securities gives us his perspective and what are this top picks.Image Credit: shutterstock.com

Themenschwerpunkt: Gute REITs, schlechte REITs Im Juni widmen wir uns im Einkommensinvestoren-Podcast nach längerer Zeit erneut mit des Deutschen liebster Anlageklasse. Gemeint ist natürlich das Betongold, im vorliegenden Fall in der börsennotierten Variante als Real Estate Investment Trust (REIT). Die steuerbegünstigten Immobiliengesellschaften haben Anton Gneupel vom YouTube-Kanal „D wie Dividende“ und ich bereits in Folge 3 unseres gemeinsamen Formats vorgestellt. Diesmal haben wir uns vier Vertreter der Branche geschnappt, anhand derer wir die Chancen und Risiken durchdeklinieren, welche die Wertpapierauswahl speziell in diesem Segment mit sich bringt. Mit Ausnahme von Industrie- und Infrastrukturunternehmen hat keine Branche so sehr unter dem 2022 vollzogenen Zinsumschwung gelitten wie der Immobiliensektor. Das betrifft Bauträger genauso wie Finanzierer, Händler und Makler, vor allem aber gewerbliche Vermieter. Zu letzteren zählen auch die börsennotierten REITs. Ursächlich dafür ist das mit dem Geschäftsmodell einhergehende hohe Anlagevermögen, welches sich im Fall der Immobilien hervorragend beleihen lässt und Investoren einen Hebel ermöglicht - freilich in beide Richtungen. Mit den seinerzeit in kurzer Abfolge erfolgten Zinsschritten verteuerten sich die (potenziellen) Finanzierungskosten, was wiederum Erträge und Ausschüttungen uns damit die Immobilienpreise unter Druck brachte. Wie so oft wurde allerdings nahezu die gesamte Branche in Sippenhaft genommen. Aus diesem Grund wollen wir vier unterschiedlich aufgestellte REITs daraufhin untersuchen, ob diese zu Recht abgewatscht. Orientiert haben wir uns an folgenden Fragestellungen, bevor wir die Folge mit unseren Hochdividendenwerten des Monats (HDWDM) abschließen: Was macht Real Estate Investment Trusts besonders? Welche Kriterien eigenen sich zu deren Beurteilung? Was hält Luis von Mid-America Apartment Communities? Wie lässt sich die das REIT-Management beurteilen? Was hält Anton von Innovative Industrial Properties? Wie schätzt Luis den Medical Properties Trust ein? Weshalb ist die Finanzstruktur überaus wichtig? Was genau denkt Anton über Global Net Lease? Warum ist die Qualität eines Titels nebensächlich? Wie lassen sich Bewertungsprobleme umgehen? Unsere Hochdividendenwerte des Monats: Ein Preferred Share der Capstone Infrastructure Corporation (CSE) sowie die Deutsche Grundstücksauktionen AG (DGR) und damit ein kanadischer Infrastrukturspezialist mit Fokus auf Erneuerbare Energien sowie ein deutsches Auktionshaus, präsentiert vom monatlich ausschüttenden FU Fonds Bonds Monthly Income der Vermögensverwaltung Heemann. Unser Sponsor: Der Onlinebroker CapTrader aus Düsseldorf bietet Privatanlegern den Zugang zu mehr als einer Million Wertpapiere an über 150 Börsenplätzen. Und das zu äußerst niedrigen Gebühren, vor allem an den für Einkommensinvestoren interessanten angelsächsischen Börsen. Kosten für die Verbuchung von Dividenden fallen ebenso wenig an wie laufende Depotgebühren.

Preserve at Copperleaf formerly known as Cortland Copperleaf, a 240-unit apartment complex in Houston, is now part of our portfolio! This acquisition was unique as we bought it through a private Real Estate Investment Trust (REIT). It took some legal expertise and a month-long negotiation, but we're thrilled with the outcome. We closed the deal smoothly and left a positive impression on the seller, leading to more opportunities down the road.This deal showcases our ability to navigate complexities and create value for our investors.  Learn more at www.lscre.com To apply to attend LSC Summit 2024: www.lscsummit.comFollow Rob Beardsley:YouTubeFacebookLinkedInRead Rob's articles:https://www.lscre.com/blog 

Themenschwerpunkt: Noch mehr Armageddon Den August nutzen sowohl Anton Gneupel vom YouTube-Kanal „D wie Dividende“ als auch ich für einen Aufenthalt in südlichen Gefilden sowie eine Sommerpause. Aus diesem Grund haben wir die aktuelle Folge des Einkommensinvestoren-Podcasts bereits im Juli vorproduziert. Als zeitloses Thema und da sich die letzte Ausgabe unseres Formats hohen Zuspruchs erfreut hat, besprechen wir drei weitere ökonomische Damoklesschwerter, über die auch in der hiesigen Presse debattiert wird. Lasse ich den Blick über die Titel im Bereich Börse und Finanzen meiner Bücherwand schweifen, so kann ich Kassandrarufe aus durchaus berufenem wie qualifiziertem Mund bis in die 1970er Jahre zurückverfolgen. Ihnen durch die Bank weg Folge geleistet zu haben, hätte bedeutet, nie in Aktien, Fonds oder ETFs investiert zu haben. Langfristig hätten dann lediglich bestimmte Fremdwährungen wie der Schweizer Franken und Edelmetalle gebracht. Gleichwohl lohnt eine inhaltliche Auseinandersetzung mit etwaigen Krisenszenarien, vor allem wenn diese potenzielle Deep Risks im Schlepptau mit sich führen. Der Begriff Deep Risk geht auf den US-amerikanischen Chemiker und Neurologe William Bernstein zurück und bezeichnet schwerwiegende und unumkehrbare Risiken, welche das Anlegervermögen substanziell gefährden. Hierzu gehören zum Beispiel Enteignungen, ökonomische Strukturbrücke und demografische Entwicklungen, die wir in dieser zweiten Armageddon-Folge erneut äußerst kontrovers diskutieren, bevor wir wie gewohnt zwei interessante Hochdividendenwerte des Monats (HDWDM) vorstellen. Im Einzelnen geben wir Antwort auf folgende Fragen: Wie wahrscheinlich sind hierzulande Enteignungen? Welche Partei liebäugelt mit einem Lastenausgleich? Warum sind Enteignungen eine historische Konstante? Weshalb ist die Demografie so gut prognostizierbar? Warum ist die Bevölkerungsentwicklung derart brisant? Wie wirkt die Demografie auf die Vermögenspreise? Warum könnte sich die aktuelle Rezession vertiefen? Welche Konsequenzen hätte eine tiefgreifende Krise? Unsere Hochdividendenwerte des Monats: Die Fortis Incorporated (FTS) sowie die Industrial & Infrastructure Fund Investment Corporation (3249) und damit ein kanadisches Versorgungsunternehmen sowie ein japanischer Real Estate Investment Trust (REIT) mit Schwerpunkt auf Gewerbeimmobilien. Unser Sponsor: Der Onlinebroker CapTrader aus Düsseldorf bietet Privatanlegern den Zugang zu mehr als einer Million Wertpapiere an über 120 Börsenplätzen. Und das zu äußerst niedrigen Gebühren, vor allem an den für Einkommensinvestoren interessanten angelsächsischen Börsen. Kosten für die Verbuchung von Dividenden fallen ebenso wenig an wie laufende Depotgebühren.

Dave Ramsey & Dr. John Delony answer your questions and discuss: "Being gazelle intense is affecting our marriage",  What happens if you don't pay your taxes, Fractional real estate investing vs. REITs. from the blog: What Is a Real Estate Investment Trust (REIT)? "When should the executor of a will be added to bank accounts?" Support Our Sponsor: Neighborly Have a question for the show? Call 888-825-5225 Weekdays from 2-5pm ET Want a plan for your money? Find out where to start: https://bit.ly/3cEP4n6 Listen to all The Ramsey Network podcasts: https://bit.ly/3GxiXm6 Learn more about your ad choices. https://www.megaphone.fm/adchoices Ramsey Solutions Privacy Policy

In this episode of Psychedelics Weekly, Joe calls in from Los Angeles to cover the week's news with David.  They review:  -Dr. Julie Holland's recent appearance on the The Cannabis Investing Podcast, where she discussed the concept of cannabis being a psychedelic; -Vancouver Island University in British Columbia, Canada, planning to establish a Psychedelic Research Centre, with a focus on the historical and ethical context of psychedelic substances, using a "two eyed seeing" approach that combines Western-style science with Indigenous perspectives; -A group of investors creating a Real Estate Investment Trust (REIT) to purchase real estate for the purposes of psychedelic therapy, which, if used as the collaborative model we imagine it could be, could solve a lot of problems; -Diplo completing the Los Angeles Marathon in 3 hours and 35 minutes while under a reported 4-5 drops of LSD, and the dismissive spin mainstream media added to the story;  and a Rolling Stone article focusing on (and somewhat oversimplifying) the conflicts between the medicalization and decriminalization/legalization camps (can we just do both?). The articles of course lead to much larger discussions: how cannabis has helped David overcome OCD; the need for more transparency and a review system based on abusive behavior in the psychedelic space; the idea of collectivization in therapy models; why we need to agree on ethical foundations; and our general misunderstanding of IP and IP law: was all the criticism of Compass Pathways unwarranted? www.psychedelicstoday.com  

In this HCI Podcast episode, Dr. Jonathan H. Westover talks with Gemma Burgess about what it means to create an “authentic” workplace for today's employees. Gemma Burgess (https://www.linkedin.com/in/gemmaburgess/) is Chief Executive Officer of Ferguson Partners and leads Ferguson Partners' global business. Based in the firm's New York office, Gemma is actively involved in the firm's Executive/Board Search practice and works closely with Private Equity, Investment Management, Real Estate Investment Trust (REIT), Structured Finance, Hedge Fund and Investment Banking clients. A huge advocate for diversity across the industry, Gemma has consistently placed gender-diverse candidates at a rate of 50 percent – no easy task within an industry that was slow to take on the initiative! A regular speaker and writer on the topic, she is now turning her attentions to the ethnic diversity challenge. Relocated from the London office more than eight years ago, Gemma possesses a deep understanding of the international markets and the global flow of both institutional and non-institutional capital in the real estate industry. Prior to joining Ferguson Partners in 2007, Gemma spent two years at Hanson Green working on non-executive appointments and two years at Ramsey Hall working as a generalist within executive search. Please consider supporting the podcast on Patreon and leaving a review wherever you listen to your podcasts! Check out BELAY here. Check out Backblaze at www.backblaze.com/hci. Head over to setapp.com/podcast to listen to Ahead of Its Time. Check out BetterHelp.com/HCI to explore plans and options! Go to cardiotabs.com/innovations and use code innovations to get a free Mental Health Pack featuring Cardiotabs Omega-3 Lemon Minis and Curcumin when you sign up for a subscription. Check out Zapier.com/HCI to explore their business automations! Check out the HCI Academy: Courses, Micro-Credentials, and Certificates to Upskill and Reskill for the Future of Work! Check out the LinkedIn Alchemizing Human Capital Newsletter. Check out Dr. Westover's book, The Future Leader. Check out Dr. Westover's book, 'Bluer than Indigo' Leadership. Check out Dr. Westover's book, The Alchemy of Truly Remarkable Leadership. Check out the latest issue of the Human Capital Leadership magazine. Each HCI Podcast episode (Program, ID No. 592296) has been approved for 0.50 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Learn more about your ad choices. Visit megaphone.fm/adchoices

Ano nga ba ang REIT? In this episode, Sir Vince will discuss the how's and the kinds of Real Estate Investment Trust (REIT). Sir Vince discusses whether this type of investment is for you and kung handa ka bang pasukin ang investment na ito. ——————————————————————————— Join the USAPANG PERA GROUP

America is getting older. In this episode, Jason and Jeff discuss CareTrust, a Real Estate Investment Trust (REIT) that's poised to benefit from the aging population. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Sylvia accrued six-figures of debt from law school and her life was greatly impacted by Hurricane Katrina while living in Louisiana. With discipline, determination, and the help of financial books such as Your Money or Your Life, Sylvia made the decision to take control of her personal finances. She took on a side-gig as a pizza delivery driver to bring in an extra $2,000 a month and adopted a frugal lifestyle to aggressively tackle her debt. Today, Sylvia has paid down a majority of her student loan debt, owns her own law firm, and is about 3 years away from Financial Independence. In this episode we discuss: Sylvia's story of how she accrued six-figures in debt How she used a side-gig and a plan to pay off her student loans How she managed her finances and saved without an actual budget Why she continued to invest with a significant amount of debt Her big move to Seattle Her plans after retirement Her current investments The difference between a Real Estate Investment Trust (REIT) and actual real estate investment How her family has affected her decisions on the journey to financial independence Other related blog posts/links mentioned in this episode: Bigger Pockets Your Money or Your Life by Vicki Robin and Joe Dominguez  My interview with Vicki Robin, the co-author of Your Money or Your Life Automatic Millionaire by David Bach The Money Book for the Young, Fabulous, and Broke by Suze Orman Check out my new personal website here. Join The Weekly Newsletter List Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! Watch me on News12  Watch my latest segments on News12 YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. Connect with me: Journey To Launch Instagram Journey To Launch Twitter Journey To Launch Facebook Page Join the private Facebook Group

Running a Real Estate Investment Trust (REIT) can be a tricky balancing act; especially during its earlier stages. Growth is undoubtedly a big priority for any business that's starting out. But if your back-end operations are in disarray then that growth becomes increasingly difficult to achieve and maintain. Back in 2012, Jake Marmulstein was underwriting distressed hotel investments for Watermark Capital Partners, a private REIT based out of Chicago, when he realized that there had to be a better way to do syndication. After feeling overwhelmed with data, and without any technology or software available to support the process, Jake partnered with a technology entrepreneur to found Groundbreaker, a real estate technology company that simplifies the investment process. In our conversation Jake shares what it was like building a software product without prior experience in tech, the lessons he learned along the way, and why building your first start-up is a process of trial and error. We also unpack how the needs of the customer shaped their product, and what sets them apart from new competitors in the field. Tune in for valuable lessons on what you should prioritize when starting a business, and much more!Key Points From This Episode:Introducing today's guest, Jake Marmulstein, founder of Groundbreaker.An overview of Groundbreaker as a real estate technology company.How Jake's work underwriting distressed hotel investments inspired him to start Groundbreaker.Why there is often a misalignment between growth initiatives and backend operations at young real estate firms.How Groundbreaker simplifies the process of raising money for investors who are doing a syndication or fund.How its customers informed Groundbreaker's features and the way it was developed.Jake's fortuitous partnership with a technology entrepreneur and how they built Groundbreaker together.Some of the lessons that Jake had to learn to work well with software engineers.The biggest hurdles in the journey from launching a software to gaining momentum.How Groundbreaker benefitted from a marketing and PR strategy.How Groundbreaker is adjusting to new competition in the real estate technology space.What sets Groundbreaker apart from their competitors: customer service and attention to detail.Jake's top advice on starting a business.Tweetables:“Even if you intend to build a certain feature, it's always a surprise what users end up needing.” — @Marmulstein [0:09:03]“I had a very good product manager at the company who could help to translate a lot of information to me, and it helped me learn what I needed to know and fill in my gaps.” — @Marmulstein [0:12:41]“Doing a startup is all about a process of small pivots and tweaks along the way until you get to a point where it really fits and clicks.” — @Marmulstein [0:16:20]Links Mentioned in Today's Episode:Jake Marmulstein on LinkedInJake's emailGroundbreakerVertical Street VenturesPassive Income Through Multifamily Real Estate Facebook GroupPeter Pomeroy on LinkedInPeter Pomeroy Email

Inside the World of Private EquityWouldn't it be great to look over the shoulder of an SEC enforcement official and see what he sees? Do you ever wonder what Private Equity funds do and how they do it? Have you thought about how the affluent invest their money?On today's Inside BS Show, Dave Lorenzo interviews Ron Geffner. He has lived and worked in this world for his entire career. Ron pulls back the curtain on all of this and takes us behind the scenes in the world of Private Equity. 

This is the second part of a two-part blog about investing in commercial property (you can read part one here). Now that you have a broad understanding of commercial property attributes, the next topic to discuss is how you can successfully invest in commercial property.Why type of commercial property do I recommend?Personally, at the moment I invest in commercial offices, and recommend the same to my advisory clients.Not retail propertyI do not invest in retail property because the profit margins in the retail sector have been under increasing pressure and landlords are not immune to the impact of these pressures. Rental yields are already relatively low in the retail sector, and they could be compressed further, which will adversely affect asset values. Overall, I don't find this sector attractive.Not industrial propertyWhilst the high rental yields that industrial property offers is certainly very attractive, there are two downsides. Firstly, industrial properties tend to have a single tenant (i.e. no tenant diversification) which could lead to protected periods of vacancy (3-6 months is not uncommon). Secondly, these assets tend to provide very little (no) scope for improvement.I prefer offices for these reasonsI am more attracted to office buildings because it offers tenant diversification i.e. an office building might have 20-40 tenants, so the likelihood of a materially lower income due to vacancy is lower. In addition, office buildings can provide scope to add value to the asset. There are two primary ways to do this.Firstly, you can ensure the building offers the same amenities that newly built towers do. That can include a refurbished foyer/atrium (so its attractive for staff and clients to visit), end-of-trip facilities (such as showers, bike racks and so on), offices that are already fit out and ready to be occupied, etc. These capital improvements are all aimed at achieving a higher rent per sqm.Secondly, you can improve the landlord's relationship with the tenants. Ensuring tenants are well looked after and satisfied with the building is critical in reducing tenant turnover/vacancy and maximising rent. Weighted Average Lease Expiry (WALE) is a key metric that is used with office buildings to measure the strength of the property's income stream. Increasing the WALE, reduces the capitalisation rate, which increases a buildings value.Investment option: Direct ownershipOne option is to purchase a commercial property to own directly i.e. you own 100% of the building, just like you would do with residential property. Of course, one downside with this option is that if you have a limited budget, you may need to compromise on the quality which is never a good idea.Whilst it is highly dependent on the type and location of the property, I suggest that you need a budget of at least $2 million to invest in a satisfactory commercial property.One of the advantages of having a direct investment is that you have absolute control over the asset. You can decide who will occupy it and what you do with the property in the future, especially if it has an alternative use.If the property only has one tenant, which is likely unless you have a large budget, then the risk that a vacancy adversely affects your investment income is also high. It is not uncommon for vacancy periods to be 3 to 6 months, even longer if you have to offer the tenant an incentive (e.g. rent-free period).My wife and I have invested in direct commercial property and enjoyed excellent returns (sold in 2020 because we received a stupid offer). It is our view that these assets are currently being sold for unreasonably high values. Commercial property tends to be cyclical, so if it presents value in the future (maybe when interest rates are higher), we will reconsider it.Investment option: Shared ownershipIt is possible to co-invest in commercial property with other investors (often called investor syndicates). This typically comprises of a group of investors that purchase a building often using some debt (e.g. borrowing 45-50% of the purchase price). Often the asset is owned in a unit trust and each investor owns units in the trust (fixed entitlement).There are several commercial property businesses that arrange property syndicates. Like with anything in the financial services sector, you must be extremely careful with who you deal with. This is particularly the case with commercial property syndicates, as I think most of them make very poor investments. You want a team that has extensive experience (runs on the board), skin in the game and most of all, high integrity and morals.Syndication offers many advantages. The main one is that you can level up on quality because you have a higher budget. There are lots of buyers in the sub-$10 million market (super fund and wealthy individuals), so the deals tend to be less attractive. However, offices that sell for say $20 to $80 million tend to be too expensive for individuals, but too small for institutions, so there is less buyer demand and therefore more attractive opportunities.The other advantages are that the risk of suffering a reduced income due to vacancy is lower because a large building will have many tenants. If you have a large sum to invest, you can spread that across several buildings, to increase your diversification. Finally, the investment manager will manage the whole process to maximise your returns e.g. asset sections, acquisition, capital improvements, property management and so on – it is truly a hands-off, passive investment.The main disadvantage of this investment is that the units you own in the unit trust can be illiquid. That is, if the investment turns bad, you will probably struggle to find someone willing to buy these units from you. This is true for most investments (it's always hard to sell a dud investment). The best way to mitigate this risk is by having the right investment manager and ensuring the property is a good asset.Some might consider lack of control (compared to direct ownership) as a disadvantage, but I don't. I'm not a commercial property expert – it's not my day job. I think it's wise to leave investment management to the experts. I like it that an expert that I know, and trust is looking after my best interest.Investment option: Real Estate Investment Trust (REIT)The final option is to invest in a Real Estate Investment Trust (REIT) which can be offered in the traditional management fund form or ETF. REIT's are pooled investment vehicles that invest in in Australian or global property, simar to managed share funds.According to data compiled by S&P Dow Jones, between 60% and 80% of actively managed REIT's fail to bench the index. Therefore, I adopt the same approach with REIT as I do to manage shares. That is, I use low-cost, passive index's, not actively managed funds to invest in this sector (such as this Vanguard fund, for example).I tend to avoid Australian REIT's because they have too much exposure to retail property e.g. shopping centres.Whilst this option definitely has merit, I consider shared and direct ownership to be superior because you have more control over the quality of the underlying asset that you are investing in and therefore can select something that is well-priced and offers scope for improvement.Commercial property must be a part of a larger planDeciding to invest in commercial property without a long-term financial plan is like asking for directions without disclosing your designation. A long-term plan provides necessary context. It helps answer the question; should I invest in commercial property? If so, when and how much.Commercial property is a wonderful investment which I invest in personally (only hold syndicated investments now) and recommend many of my clients do the same. It compliments other investment classes and I encourage you to consider it.

Have You Ever Considered An Allocation That Isn't Completely Market TiedHave you heard how real estate has been doing? If you're like some people you may be tempted to buy property or a rental. That comes with a set of obligations that may be lengthy. Did you know there is another way to have exposure to real estate in your portfolio without owning real estate outright?Traditionally, this has been done by owning a Real Estate Investment Trust (REIT). Hold on though, because REITs come with details you must know. Sometimes if REITs are not traded they may have liquidity limitations. Which means you can only get money out at a certain time or after a certain period or if metrics are achieved. If the REIT is concentrated in only one sector, obviously that's the only exposure you have. Sometimes the fees can be hard to ascertain in REITs too. These reasons alone are enough to say “forget it!” But like everything, companies have developed a more palatable route. You can now use a REIT that is held in an Exchange Traded Fund (ETF). Remember that ETFs are baskets or pools of various investments held jointly.The thought process is that if one part of the fund is doing poorly, then the other parts that are doing well will pick it up. It's a diversification tool, and the fund we use has exposure to commercial, residential, and international real estate. This creates a broad range exposure so that if one part of the industry is impacted, perhaps the other areas can balance it out.ETFs were first introduced in the early 1990s, and they are completely liquid. So, anytime the stock market is open you may buy and sell ETFs. You can now have real estate exposure through a REIT with an ETF wrapper. I believe this may be important, because real estate is only about 45% correlated to the overall market. That means if the market dips, REITs do not mirror those losses normally.ou may participate in the upside of real estate industry without directly owning real estate outright. The REIT ETF we use for our clients has earned 9.28% gross since inception, which is strong!Obviously, if there was another housing crisis like we saw in 2008 and 2009 this type of fund may be impacted. However, it may be appropriate to allocate a portion of your portfolio to real estate to lessen the impact of an equity market correction. If you'd like to discuss if a REIT ETF is applicable for you,  call us at 864.641.7955.Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet particular needs of an individual's situation. Clients Excel is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Clients Excel. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program. 

According to the Labor Department, a record 4 million people quit their jobs in April alone-- so what is going on? Today's Stocks & Topics: GRWG – Grow Generation Corp., ASO - Academy Sports & Outdoors Inc., IRS & Tax Returns, Annuities Popularity, ASO - Academy Sports & Outdoors Inc., SYF - Synchrony Financial, AZN - AstraZeneca PLC ADR, Real Estate Investment Trust (REIT), Funds From Operations (FFO), ADP National Employment Report, BTG - B2Gold Corp., Housing Stocks, VPU - Vanguard Utilities ETF, SPY - SPDR S&P 500 ETF Trust.  TRIVIA QUESTION: "Can you name 3 or 4 reasons WHY it is harder for many people to save for retirement nowadays... compared to 50 years ago?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Jon Strinden is an attorney and CPA with extensive experience in commercial real estate investments.  Jon is a co-founder of Edgewood Real Estate Investment Trust and president of Edgewood Real Estate Investment Trust and Edgewood Properties Management, LLC.  In this interview he  provides incredible insight into the strategies of building a success Real Estate Investment Trust (REIT) and the reasons for focusing on a disciplined strategy.  What's more, Jon describes in detail the process of doing a 1031 tax deferred exchange and the benefits of this strategy.Follow Kevin at www.americalandauctioneer.com and on Instagram & Facebook.Follow Jon at Strinden.To get a free consultation or inquire about Pifer's Land Management please visit https://www.pifers.com/

Forced into Property Development due to family life changes, Trinbagonian electrical and computer Engineer Richard Small likens his journey thus far to that of "the little train that could". Learn how he grew from doing a single home reno to multi-family housing projects and ultimately using his skillset to research, access and implement affordable housing construction technology....all while still running his own Consulting Company. As a bonus Richard shares his view on how Caribbean Property Developers can partner to enjoy the benefits of a Real Estate Investment Trust (REIT).

Dan Sarver is a college student who has written the book on money that he was looking for after graduating high school, 7 Investments In Your 20’s That Will Change Your Life. On this episode of CFO at Home, Dan and Vince discuss his inspiration for writing the book, the 7 investment vehicles mentioned in the title, and more. Key Takeaways: Dan’s 7 Investments in your 20’s that will change your life: Dividend Paying Stocks and Compound Interest The greatest asset for a young investor is time Long investment horizons minimize risk, allow for maximum returns  S&P 500 Index Fund Funds with largest Market Cap Allows investors to realize returns similar to the overall market over the long run Nasdaq-100 Index Fund  Tech-driven; historically translates to higher volatility, higher reward  Mutual Funds  Returns are more reliant on the skills of the fund manager as stock-picker than index funds  Generally have higher expense ratios (costs more to invest in) than index funds The Exchange-Traded Fund (ETF)  Similar to mutual funds, more available internationally, designed to be even more liquid than mutual funds Real Estate Investment Trust (REIT)  Allows investment in Real Estate through a brokerage account, without the hassle involved in conventional real estate investing  Treasury Inflation-Protected Securities (TIPS) May provide slightly more return for cash reserves than a savings account Resources: 7 Investments in your 20’s that will Change your Life The Little Book of Common Sense Investing Ways to contact/follow Danbusinesslifestyle.com DanXSarver - Instagram Contact the Host - vince@thecfoathome.com

David Erard is a partner at Armanino, a top 25 independent accounting and business consulting firm in the US. David has more than 20 years of experience in the accounting industry, with specialties in distressed debt, Real Estate Investment Trust (REIT) tax consulting and compliance, and structuring transactions for private equity firms and other real estate investors. David shares updates on potential tax changes at the federal and state levels and what strategies investors are focused on.Get your questions answered on the upcoming show by posting your questions in our community: https://bit.ly/ddre-36​00:00​ The Data Driven Real Estate Podcast Welcomes David Erard, CPA, Armanino 1:34​ How distressed debt has changed since 200910:57​ What are the common concerns real estate investors have in 2021?15:09​ Suggestions for investors facing hardships and nonpaying tenants17:35​ Tax provisions to watch at the federal and state levels19:38​ Big year for foreclosures? 25:16​ Are some asset classes facing more distress?27:30​ Will 1031 Exchanges be eliminated 37:53​ Are opportunity zones still beneficial?39:30​ Differences between a 1031 exchange and Opportunity zones46:41​ What opportunities should real estate investors focus on in 2021?

Aaron talks with Ward Davis about financing for good urbanism, what works and what does not. Davis is principal at High Street Real Estate & Development, developer of The Village of Hendrix, in Conway, Arkansas, and currently developing two new urban neighborhoods and various infill projects in rapidly growing northwest Arkansas. Previously, Mr. Davis was a corporate finance investment banker with a focus on private equity and head of acquisitions for a public Real Estate Investment Trust (REIT).

Whether there’s a need to expand office space or acquire real estate, CV programs need capital and property management expertise. But few have sufficient amounts of either, in-house. That’s where a Real Estate Investment Trust (REIT) can help. On MedAxiom HeartTalk, Dan Klein and Mark Dukes from Physicians Realty Trust – better known as DOC – discuss how you can partner with a REIT to relieve the burden that comes with managing real estate portfolios.

On this week's episode, Carmen and Jordan meet with Jamie Spreng, CEO of Quantus Investment Corp., who provides a comprehensive overview of investing in a Real Estate Investment Trust (REIT). As you will discover, a REIT is a passive real estate investment vehicle that allows participants to share in the ownership of large commercial and residential real estate without having to worry about management, and Jamie shares absolutely everything you need to know about them here today.   Episode Highlights: Jamie's background and his current role The type of products Quantus deals with What a REIT, a DRIP, and an Offering Memorandum are What District REIT offers The difference between a private and a public REIT and the pro's and con's of each Types of real estate assets with District REIT The type of returns on REITs, how they work, and how they're taxed The registered funds that are eligible for use in this investment How to get started investing in a REIT Who can invest in a REIT The benefits of a REIT Quotes:    “It allows the investors to come together, pool their money, and participate in investments.”   “They get to actually own pieces of each and every one of these properties…that's an awesome concept.”   “The properties that are in District REIT are all income producing properties.”   “A private REIT…it's based on the net asset value of the portfolio.”   “There's an advantage to having the diversity.”   “When you get into multi residential properties…the value is all dictated by the income.”   “You don't have to do the work.”   “In the case of District, over 90% of the profit that comes in gets paid out to the investors.”   “It's based on what the actual properties are producing.”   “You are paying later, and you're paying roughly half the tax.”   “It is RRSP eligible.”   “Everything about it from an income point of view and from a capital appreciation point of view is fantastic.”   Links:   30 Minutes to Wealth homepage:   https://www.30minutestowealth.com/   For more information about the District REIT go to www.districtreit.ca

QUOTES  12:49 ‘It’s not how much you make, it’s how much you keep’ ~ Drew Horter 20:30 ‘Do not let the tax tail wag the dog’ ~ Jack Peters SHORT DESCRIPTION Tactical Money Management represents a blending together of offensive and defensive strategies into managed accounts. Leading experts Drew Horter, Founder and CEO of Horter Investment Management, and his Senior Vice President, Jack Peters, have come together to shed some light on its benefits in today’s money market. 1:36 What advice would you give to those considering putting retirement money into the stock market but has concerns about market crashes? It’s always good to have good returns over time but not take unnecessary risks.A lot of caution must be exercised..Develop a plan that will enable you to generate the income you need on a very consistent basis.Use financial tools that are best at generating income to generate income only.Use financial tools that are best at growing money for growth only.Drew highlights the importance of watching your portfolio every day versus loosely rebalancing every quarter.Have managers who will watch your money every day and be able to risk-off to cash, stay invested or go to the treasury.   7:09 Does it make sense today to use blue-chip stocks and 2% dividend yield as income replacement to low yielding bonds with the upside potential of the stock market? Dividends are not guaranteed and you can’t use it as your sole income plan because of the volatility of the underlying asset Blue-chip stocks are still stocks.   9:20 Who would you recommend using Real Estate Investment Trust (REIT) for income planning and what percentage would be appropriate for them to use?  REITs generally pay 4%-9% dividendsREITs are very good for some dividends, for part of a portfolio but the underlying asset still has a lot of volatility to it.Volatility is not your friend when you’re a retiree.Have a smoother return stream without worry.REITs are illiquid and they require great caution with regards to picking the right REIT.   13:06 What would you say to folks who have most of their retirement dollars inside vehicles like saving accounts, banks or annuities that are earning little interest? By having money in banks or money markets or low yielding short term treasury you have purchasing power issues 14:38 What are the best investment planning tips about structuring a mathematically correct investment portfolio? Establish where you’re at.Invest in a peace of mind type of portfolio which guarantees an income for the rest of your lives then take the balance of that and put it into a less risky portfolio to grow over time.   19:21 What should be known about taxation on your portfolio especially in retirement? It depends on the effective tax bracket or the marginal tax bracket of the client.   20:41 In most cases a person’s retirement should last, depending on their health, 20-30+ years and so over that time frame how many market corrections or potential crashes do you think that they'll need to weather? Asa general rule, historically, these severe bear markets happen every 5-7 years.Emphasis on tactical investment to watch your money every day to move to safety and keep you out of harm’s way.You don’t know when a market crash is going to happen and when it does it could be devastating.Reiteration of working with a mathematically correct portfolio that generally is going to take most of the risk out of the portfolio.   24:40 How do you see the tactical money management strategy evolving into the future? The change that happened over the last 12 years in the sophistication level of manager’s models, methodologies and fine tuning their own time frame has been dramatic to see.Evolution is key.Money managers need to be agile, evolve themselves and adjust to the current market conditions and what’s in front of them.

Star B. Melancon of SHEbuildingHER joins us for Part 2 on the world of Real Estate Investment Trusts (REITs). Star B. Melancon SHEBuildingHER @shebuildingher_ca (Instagram, Facebook) @SHEbuildingHER (Twitter, LinkedIn, Youtube) 0:20 Creating an Exit Strategy 2:45 How to Start a Real Estate Investment Group 8:43 What is a Real Estate Investment Trust (REIT) 10:38 How does a REIT work? 12:31 How do you get paid through a REIT? 18:00 What is the fee to participate in a REIT? 19:03 Are REITs for mature adults (Baby Boomers)? 21:39 Should retirement plans be used as leverage to start a group or trust? 23:47 Risk management and REITs 25:53 Reporting income, taxes and interest --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/getkeyswithkim/message Support this podcast: https://anchor.fm/getkeyswithkim/support

Take a closer look at the Philippine's first and highly anticipated Real Estate Investment Trust (REIT) in our discussion of the definition and qualifications of a REIT, the rules and regulations set by the SEC, and the pioneer player, the Ayala REIT. Is it worth investing in? Learn more about this elemental step in Philippine investment by listening to this episode of our podcast series. #YourFutureFirst

Investing in a REIT Show Notes: Robert Chaggares, Founder of Liahona Capital Inc., and Erik Kroman, VP Finance with Valour Capital, join Carmen and Jordan today to talk about what a Real Estate Investment Trust (REIT) is, how it works, and why it can be a great investment. Along the way they define some relevant investment terms, discuss the difference between public and private REITs, explore the background of District REIT, and highlight the costs, returns, benefits and level of risk associated with these investments. They even provide details on exactly how you can get involved today, so get ready to learn absolutely everything you need to know about how to invest in a REIT right now! Episode Highlights: Rob and Erik's journeys to their current roles Definitions of exempt market dealer, and return of capital How a REIT works and how to get started today The difference between public and private REITs The background on District REIT The costs, returns, benefits, and level of risk associated with these investments Quotes: “A REIT, or Real Estate Investment Trust, is an organized way for people to pool their capital to buy commercial real estate.” “I've been doing this for a long time and, really, I love it.” “Power in numbers.” “The rental income that the buildings produce, in this portfolio, is able to be passed down to the investors who invest in that.” “The debt on the properties are low as well.” “The investment holders of those units benefit from the pay down of the mortgage as well as the appreciation.” “The REIT depends on the management.” “There's an incredible strategy in place to grow wealth for everyone.” Links: 30 Minutes to Wealth homepage: https://www.30minutestowealth.com/ Pro Funds Mortgages homepage: https://www.profunds.ca/ District REIT homepage: https://districtreit.ca/

Themenschwerpunkt: Länderauswahl und Lieblingsbörsen In der elften Folge des Einkommensinvestoren-Podcasts analysieren wir, welche Länder und Börsenplätze sich um Einkommensinvestoren besonders verdient machen. Dabei beantworten wir unter anderem folgende Fragen: Welche Kriterien sind bei der Länderauswahl wichtig? Was sind unsere Lieblingsbörsen? Gibt es interessante Börsenplätze abseits der bekannten Handelsplätze? Wie sind wir selbst über Länder und Währungsräume diversifiziert? Wie hoch ist der USA-Anteil in den Depots unserer Hörer? Unsere Hochdividendenwerte des Monats: Die BKI Investment Company Limited (BKI) sowie der Brookfield Property REIT (BPY), also eine australische Sammelanlage und ein US-amerikanischer Real Estate Investment Trust (REIT). Unser Sponsor: Der Onlinebroker CapTrader aus Düsseldorf bietet Privatanlegern den Zugang zu mehr als einer Millionen Wertpapiere an über 120 Börsenplätzen. Und das zu äußerst niedrigen Gebühren, vor allem an den für Einkommensinvestoren interessanten angelsächsischen Börsen. Kosten für die Verbuchung von Dividenden fallen ebenso wenig an wie laufende Depotgebühren.

Getting started in real estate investing can be a daunting experience. Where do you get started? Two of the most common ways to get started in real estate investing is by owning physical real estate or a Real Estate Investment Trust (REIT). https://www.firethefamily.com/home/reit-vs-physical-real-estate --- Support this podcast: https://anchor.fm/firethefamily/support

Themenschwerpunkt: Optimierung der Brutto- und Nettorendite In der zehnten Folge des Einkommensinvestoren-Podcasts gehen wir auf konkrete Maßnahmen zur Optimierung der Brutto- und Nettorendite ein. Dabei beantworten wir unter anderem folgende Fragen: Welche Möglichkeiten gibt es, die Nettorendite zu erhöhen? Mit welchen Maßnahmen lässt sich die Bruttorendite steigern? Für welche Anleger sind welche Alternativen besonders interessant? Welche Chancen und Risiken beinhalten die verschiedenen Optionen? Wie aufwändig ist die Umsetzung der unterschiedlichen Ansätze? Welche Maßnahmen nutzen wir selbst und welche nicht? Unsere Hochdividendenwerte des Monats: Die Stammaktien der Annaly Capital Management (NLY) sowie eine Anleihe von Newtek Business Services (NEWTL), also ein Real Estate Investment Trust (REIT) sowie eine Business Development Companie (BDC). Unser Sponsor: Der Onlinebroker CapTrader aus Düsseldorf bietet Privatanlegern den Zugang zu mehr als einer Millionen Wertpapiere an über 120 Börsenplätzen. Und das zu äußerst niedrigen Gebühren, vor allem an den für Einkommensinvestoren interessanten angelsächsischen Börsen. Kosten für die Verbuchung von Dividenden fallen ebenso wenig an wie laufende Depotgebühren.

As you all know we have a decent size portfolio here in Canada and mostly in Saskatchewan. It has paid out very well so far until now have focused pretty close to home. We are focusing our next purchase in US since we have found some really attractive pricing. I have partnered with Marcin Drozdz and Phil Wazonek to launch Distinct Real Estate LP Inc, a Real Estate Investment Trust (REIT). I have known Marcin for about 10 years now. Marcin has know Phil for many years too. Now lets jump on the question; why we are looking to invest in US market? I have been asked this question a lot lately since we have announced our REIT. The key factors to take our investments to US are promising growth trends, stable job market, low average cost rental unit, low vacancy rates and landlord friendly conditions (No Rent Control or Tax Incentives) etc. For example, the majority of investments in USA will be in a mid-west where some of the Fortune 500 companies have their hubs located in cities like Memphis, TN. We can get rental properties in $25,000 to $30,000 a door where as in Canada we have to spend over $500,000 to get a 500 ft space in some areas like Toronto, Vancouver. Marcin says we can't even get a parking space in Toronto for $25,000. More importantly, the wage in mid-west USA is just above $7. So an average worker needs to work over 90 hours a week to be able to afford a one bedroom rental. The home prices are too high for those who rely on minimum wage and thus presents an opportunity for investors like us to invest in areas like these. With that being said, we are looking at higher cash flow and double digit returns with our investments. We have always invested in properties with affordable rental market because we believe even if the economy goes in recession, everyone needs a place to stay. So affordable rental properties has always been our primary focus. To listen to my Facebook live video, Click here. So we will be presenting to Accredited Investors an opportunity to invest with us and will provide you more details in my Prairie Real Estate Forum event coming up in March 23rd to 25th, 2020 at Double Tree by Hilton in Regina, SK. For more information and to buy tickets. visit https://ednakeep.com/2020-prairie/ Both of my partners Phil and Marcin are going to be there and will be sharing you more detailed information during the event. So I hope to see you all there and tickets are on sale at discounted price until January 31st. So hurry up and buy your tickets since we have only limited seating available. Again if you need my help to expand your Real Estate portfolio, visit my website www.ednakeep.com and look for the 90 Days to $5K program. OR Schedule a Strategy Call with me to discuss more.

Rav is super excited about today’s episode as he welcomes his very good friend, Carmen Campagnaro, and Gregory Colford, to talk about how to make money in the Real Estate Investment Trust (REIT) area.Episode Highlights:District REIT and how it works The 2 big issues of worry about investors The difference between public and private REITs The ‘adventuresome investor’Quotes:“Now they can actually own property with us together and grow the portfolio together.”“We help subscribers understand the product they’re buying, and we help them determine whether or not it’s actually suitable for them.”“What people are buying is a unit of a Trust.”“A lot of people are qualified, and don’t think they are.”“My fun is a glass of wine and Kijiji Real Estate or MLS Real Estate or eBay Real Estate.”“It’s a diversified REIT…I personally think that helps mitigate risk.”“Your private property sits as an anchor in your portfolio and it holds you there.”“For people to benefit the best from this it would be stay in as long as you can.”“On top of the cash flow return that you’re getting, you’re getting to benefit from the value that we’re creating in our real estate portfolio.”“The safest place to keep your money in tough times is in private real estate.”“I think it’s a low risk investment.”Links:Everyday Investor homepage: https://everydayinvestor.com/

What's the difference between a Real Estate Investment Trust (REIT) and a Fund? When I first started my career, I worked at a private equity fund... In my sector, we had about 40 people and managed about $1B. Soon people started saying that I worked at a REIT, but I thought I worked at a fund! Truthfully, I wasn't sure, so I had to do some research... In this episode, we're going to talk about the pros and cons, and which you should choose as an investor... By the way, if you want to learn how to start your first fund, go to www.investmentfundsecrets.com today **We are not selling or soliciting a security in any way, shape, or form. This content is for entertainment purposes only and is not financial or legal advice**

In today’s episode, we interview Gold Investment Managements Founder and President Jonathon Gold, CFA. Our conversation covers everything you need to know about publically traded REITs, including the macro characteristics of the uncorrelated returns, the benefits of diversification within Real Estate, why publically traded real estate is in many ways superior to private markets and much more.If you've ever been interested in Real Estate investing, this episode is a can’t miss. You don’t need millions of dollars to own a stake in the millions of square feet of Datacenters, hotels or apartment buildings across the world.Join us to learn how this is possible.[1:40] - What is a Real Estate Investment Trust (REIT)? [3:20] - How does this compare with private real estate investing?[4:15] - What forms of leverage are possible in REITs? [6:30] - Are there obvious advantages of REITs over privately owned real estate? [9:10] - What are the non-obvious pitfalls to watch out for with REITs? [17:30] - What is considered the last mile of delivery? [19:30] - What does it mean that to be marked to market? [23:00] - Is there a price volatility myth? [27:30] - What are the tax implications of owning REITs?[29:30] - How can you get exposure to foreign real estate? [30:45] - Are grocery-anchored REITs a hedge for an internet bubble? [37:00] - Beyond Income Investors, who are REIT’s most suitable for? “Just because something is overvalued doesn’t mean it’s going to change course.” - Jonathon Gold Stock Names Mentioned in Podcast:$CHP.UN - Choice Properties (Loblaws)$EQIX - Equinex (data centers)$DLR - Digital Realty Trust (data centers) $SRU-UN.TO (Walmart anchored retail centers) $DIR-UN.TO (light industrial)$CRR-UN.TO (Grocery anchored)$WIR-UN.TO (TSX in USD - US exposure)Contact GIM if you’re interested in learning more here. DISCLAIMERJoel Shackleton and Jonathon Gold work for Gold Investment Management. All opinions expressed by Joel and Broc or any podcast guests are solely their own opinions and do not reflect the opinion of Gold Investment Management. This Podcast and Substack is for informational purposes only and should not be relied upon for investment decisions. Clients of Gold Investment Management may hold positions discussed in this podcast. Get on the email list at reformedmillennials.substack.com

Twitter: @twpwk This week's news includes Slack's IPO, largest companies by market cap, and what to do if you find thousands of wallets on the street. And our main topic this week is Real-estate Investing with special guest Julian Scurci. News Slack's unorthodox IPO goes off swimmingly A Visual History of the Largest Companies by Market Cap Meditate like a cyborg 17,000 Lost Wallets and Behavioral Economics A brief history of the Hong Kong protests The protests are big, and getting more serious All because of this Bill ‘Horns' are growing on young people's skulls. Phone use is to blame, research suggests. The Future of Housing Rises in Phoenix Main Topic Our good friend and real-estate investor Julian Scurci joins us to talk the ins-and-outs of real estate. Julian has an MS in Real-Estate and Construction Management (doesn't sound like a real science to me, but what do I know, I'm only an engineer), and an MBA from the University of Denver's Daniels College of Business. During his career he has worked in investment management for a large, publicly traded Real-Estate Investment Trust (REIT) focused on acquiring industrial warehouse and mixed used commercial properties globally, a private equity real estate fund focused on investing in distressed retail, medical office, and industrial real-estate. As an entrepreneur owning and managing commercial and residential rental real-estate portfolios on behalf of individuals, family members, and investors primarily consisting of multi-family properties, single family home rental properties, and luxury vacation rentals in Colorado, NJ, and the Caribbean, and as part of an investment fund that is going long and short publicly traded real-estate securities in various asset classes and markets. Recommendations Book: Predictably Irrational by Dan Ariely In celebration of International Yoga Day try to make it to a Yoga class. Book: Bad Blood Podcast: The Dropout Documentary: The Inventor Shameless Plugs For Property Managers: Rental Property Management Software: Hemlane.com For Investors Julian's Investment Firm: Corona Capital For coffee drinkers: Mike's coffee company: Bookcase Coffee Use code WORST10 for 10% off For Omnivores: Give Meatless Monday a try, maybe you'll like it. For equity investors: Jeff's software: Folio Follow Us: Twitter: @twpwk iTunes Spotify Stitcher Google Podcasts Pocket Casts Overcast

Passive income, especially in recent years, has become a popular way to growth wealth. One platform you can use to benefit from passive income is real estate. In today’s Money Checkup, I’ve invited Peter Kim to join me on the show. Peter has taken this idea of passive income through real estate investing, not only to grow his own wealth, but to educate other physicians on how to do it as well. Join us on today’s episode to hear how he’s gotten to where he is today and the information, tips and tricks he passes on to other physicians through his two companies. Peter is an anesthesiologist living in Los Angeles with his wife and two children. He is the creator of the website Passive Income MD which helps physicians create financial freedom through passive income. He is also the founder of Curbside Real Estate, a service created to help physicians in the home buying process. Peter runs a Facebook group of nearly 5,000 physicians to discuss issues related to passive income called Passive Income Docs.  What We Will Cover How Peter got into blogging and investment real estate Why so many people are turning to real estate investing as another income The importance of passive income in a balanced lifestyle The definition of passive income and the amount of work that goes into it How going with the crowd on investments can sometimes hurt your financial future Your location might be negatively affecting your ability for financial freedom Where Peter gained his knowledge around passive income What financial independence means for you Where to begin if you want to start generating passive income Some of the groups to get involved in to learn more about passive income The benefits of collective knowledge when learning something new The tale of two dads and the different paths they led Different types of real estate investment opportunities Crowd funding real estate defined and an example of a syndication Understanding what a Real Estate Investment Trust (REIT) is How the new tax law affect REIT dividends What to look for when vetting a syndication deal Questions to ask the syndicator during the vetting process The definition of an accredited investor A Financial Goal in the Works Turn his business income to more passive income Buy another rental property by the end of the year One Piece of Financial Advice Figure out a way to utilize money to maximize your time Getting Connected With Peter Passive Income MD Curbside Real Estate Facebook (Passive Income MD) Facebook (Curbside Real Estate) Instagram Link’s Mentioned Rich Dad, Poor Dad I’m Financially Independent if I Move Blog Post The List of Physician Side Hustles Blog Post 10 Ways to Generate Passive Income Blog Post Physician on Fire White Coat Investor My Rich Dad, My Poor Dad Blog Post Click here if you want to read the transcript instead! Creating Streams of Passive Income Through Real Estate Investing with Peter Kim (Passive Income MD)

Welcome to the Equity Mates Summer Series. As we take a break over the Christmas period, we will be releasing a series of deep-dive episodes to keep you going until we're back in the New Year. A couple of weeks ago, we randomly generated 5 ASX ticker codes and will discuss one company per episode. In this episode we discuss GPT Group (ASX Code: GPT). In this episode, you will learn: • What a Real Estate Investment Trust (REIT) is • The real estate assets that GPT Group own and manage • How the downturn in the residential housing market has affected GPT's assets and share price • What are some of the key metrics you use when examining a REIT • How to read a REIT's financial statement, and why the net profit number can be misleading • How the market values REIT's • The key differences between a Real Estate ETF and a Real Estate Investment Trust • A few different ways you can short the real estate market Stocks and Resources Discussed: • GPT Group Website • GPT Group Investor Relations Page • Yahoo Finance - GPT Group • Article: Top 3 Inverse Real Estate ETFs

Alan Lim Seong Chun is currently a Senior Research Analyst at the research division of MIDF Amanah Investment Bank Berhad. He has close to 10 years’ experience as a sell-side analyst and has covered sectors which include plantation, property, REITs, and telecommunication. He is a Chartered Financial Analyst (CFA) with a first degree in Computer Science from University of Technology, Malaysia. Alan consistently achieved high Bloomberg ranking for stocks under his coverage. As of 21 August 2018, he is ranked No 1 for IOI Corporation Berhad, Kuala Lumpur Kepong Berhad, FIMA Corporation and Ta Ann.  In this episode, Alan shares how complacency brought by the property boom weakened his risk awareness leading to his worst investment.     “Success can lead to complacency. We thought that things that go up will probably go up further.” - Alan Lim Seong Chun     What do you want to hear from the My Worst Investment Ever Podcast? Tell us here!   Resources:  My Worst Investment Ever Book   myworstinvestmentever.com      Topics Covered:  00:57 – Alan Lim’s professional and personal background 02:33 – Alan shares his worst investment ever story and the circumstances that lead to it 04:10 – Acquiring his second property thinking that the same return like his first will continue 04:33 – Negative cashflow from the second property 05:32 – Alan shares his feeling from his first property success 06:45 – Why financial professionals do not apply their principles when doing their investment decisions? 08:06 – Lessons that Alan learned from the experience 10:18– Andrew’s takeaways from Alan’s investment story 14:02– Actionable advice that Alan recommend for people to avoid suffering the same investment mistake   Main Takeaways Lesson 1: The concept of liquidity. When you buy a house or start a business, the liquidity of what you are buying is very low. It is very hard to get out. It is not an easy thing to get in and out of. Unlike in stock market or Real Estate Investment Trust (REIT), you can buy and sell them in the stock market. Lesson 2: Property investment can be a trap. Because you do not have liquidity, you put your money in, you got the financing from the bank and all of a sudden everything falls. It is hard to find a buyer for it and you are basically stuck in it. Lesson 3: Buying condominiums and this type of properties and thinking you got to rent it out. Remember it is a whole business. There are people who are running a business of renting out, and therefore there is a lot of overhead, hassle and a lot to it. Lesson 4: You can earn a return in Real Estate Investment Trust (REIT) somewhere between 5%-9% depending on the market that it is in. The capital appreciation is low for REIT it does not grow that much compared to a normal company but people can look at a REIT as a relatively safe low volatility way of investing money and getting a dividend or higher return. Not always, but that REIT is something that has liquidity and you could get out if it does not work. Lesson 5: Never believe what other people say about their investments. Because a lot of people only talk about their winners and they are not calculating it fully.   You can also check out Andrew’s books How to Start Building Your Wealth Investing in the Stock Market My Worst Investment Ever 9 Valuation Mistakes and How to Avoid Them Transform Your Business with Dr.Deming’s 14 Points   Connect with Alan Lim: Linkedin Twitter   Connect with Andrew Stotz: astotz.com Linkedin Facebook Instagram Twitter Youtube My Worst Investment Ever Podcast

Sylvia accrued six-figures of debt from law school and her life was greatly impacted by Hurricane Katrina while living in Louisiana. With discipline, determination, and the help of financial books such as Your Money or Your Life, Sylvia made the decision to take control of her personal finances. She took on a side-gig as a pizza delivery driver to bring in an extra $2,000 a month and adopted a frugal lifestyle to aggressively tackle her debt. Today, Sylvia has paid down a majority of her student loan debt, owns her own law firm, and is about 3 years away from Financial Independence. In this episode we discuss: Sylvia’s story of how she accrued six-figures in debt How she used a side-gig and a plan to pay off her student loans How she managed her finances and saved without an actual budget Why she continued to invest with a significant amount of debt Her big move to Seattle Her plans after retirement Her current investments The difference between a Real Estate Investment Trust (REIT) and actual real investment How her family has affected her decisions on the journey to financial independence At the end of the podcast, I also talk about the waitlist to the soft launch of my monthly membership program. Get monthly tips, tools, and classes to help you launch to Financial Freedom. Click here to sign up and be the first to be notified when the doors open in Summer/Fall 2018. Other related blog posts/links mentioned in this episode: Bigger Pockets  Your Money or Your Life by Vicki Robin and Joe Dominguez  My interview with Vicki Robin, the co-author of Your Money or Your Life Automatic Millionaire by David Bach The Money Book for the Young, Fabulous, and Broke by Suze Orman Join The Weekly Newsletter List Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! Watch me on News12  Watch my latest segments on News12 My One on One Money Coaching Services – Get my personalized 1on1 money coaching expertise to help you reach your financial goals YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 2 month trial of YNAB, my go-to budgeting app by using my referral link. Connect with me: Journey To Launch Instagram Journey To Launch Twitter Journey To Launch Facebook Page Join the private Facebook Group

My guest today is Darris Cassidy, the principal of Fairway America and the president of Fairway America Capital Markets Group. Fairway is an investment consulting firm that specializes in Small Balance Real Estate (SBRE) deals. Darris and his team help investors find the right investments for their money. The team also assists with capital raising as well as the administrative aspect of the deal. On today's episode, I thank Darris for Fairway's service to me and my company and we explore the value Fairway America gives all their clients. We discuss the difference between an SBRE and a Real Estate Investment Trust (REIT), taking time to point out that one can significantly benefit the other in the long run. There is a lot of opportunity for investors with SBRE funds and Darris will help my audience see the tremendous value of one of these deals. MINUTE MARKERS 00:00 — Introduction to the Big Mike Fund Podcast. 00:23 — Welcome Darris Cassidy to the podcast. 02:17 — What are Small Balance Real Estate funds? 03:43 — What Fairway America does for their clients. 04:49 — Mike's praise of Fairway America and the service they provide. 05:30 — Darris's role as compliance representative for Fairway America. 06:19 — Mike's experience with Darris and his team. 08:14 — How Darris and his team help clients raise capital. 08:45 — The difference between a SBRE and a REIT. 10:08 — The various types of SBRE funds. 10:40 — The benefits of SBRE funds. 14:07 — Why smaller deals are more flexible. 14:55 — How SBREs create value for REITs. 18:15 — Forced appreciation is a strong catalyst for growth. 19:40 — How Fairway finds good deals for their clients. 21:26 — A deal Mike took because of Darris's team involvement. 22:38 — Is fund administration different for smaller funds? 24:29 — Things that slow down an accountant's work and make SBRE a slower process. 26:01 — Why REITs are a faster process. 26:54 — Observations on the deal compression market. 29:49 — Observations on equity deals. 32:02 — Darris's opinion on investors' expectations. 33:51 — Mike's obligatory cryptocurrency mention. 35:10 — How to contact Darris and his team. 36:00 — Thank you Darris Cassidy for joining us today. 36:17 — Outro to the Big Mike Fund Podcast. RESOURCES Fairway America SBREfunds.com

Learn the top 10 Real Estate Investment Trust (REIT) dividend paying stocks with steady and growing dividends. Investor's Business Daily has a list of dividend leaders with steady and growing dividends as well as steady profit growth. Stocks must also meet price, volume and other technical and fundamental requirements.  This is part 3 of 3 parts. The chart is posted on my website at www.lindapjones.com. Please subscribe to the podcast! Get "11 Quick Financial Tips to Boost Your Wealth" at http://lindapjones.com.

This week on the I Love Data Centers podcast: Data Center Industry Attorney Perspectives, I interview Jeffery A. Moerdler. My favorite interviews are ones where I get to scratch my itch for more industry knowledge and this was most definitely the case with this interview. Jeffrey A. Moerdler, Real Estate Partner at Mintz Levin and former Commissioner at Port Authority of New York and New Jersey, has spent decades working and drafting data center and telecommunications related contracts representing both the buyer and seller. He is also the founder of the IMN Forum on Data Centers and Cloud Services, which just recently had their 8th annual fall event in Chicago. Our conversation covers the legal and business implications of a Real Estate Investment Trust (REIT), the ins and outs of data center service and lease contracts, data privacy laws, cyber security and a variety of related topics. There is a mountain of valuable information and insight within this episode! Enjoy! Episode 17 Show Notes 1:11 Interview starts  2:01 Where are you located right now?  3:48 Growing up in New York, how did you become familiar with technology?   8:08 How did you become educated about data centers?   10:01 How and why Jeffrey started the IMN Data Center Forum  14:48 How have the topics during the related data center conferences evolved over the years?  23:41 Data Center server “huggers”  26:40 What has kept Jeffrey from directly working for a brokerage firm  31:09 The most common mistakes Jeffery has seen people make in the data center industry  36:19 Important concepts people in the industry need to grasp   41:30 Conversation re: liability for building owners   44:01 Why data center owners and operators prefer the REIT structure  45:20 Why does a REIT provide access to a lower cost of capital?  46:42 The cons of the REIT structure  52:18 Data privacy laws  57:33 InfraGard  1:07:20 Legality of data shared between countries  1:13:23 Why AWS and Azure will not eliminate the need for data centers  1:19:45 Jeffrey’s first time in a data center  1:25:09 What is the most fascinating thing you’ve learned in your profession in the past 3 days?   1:30:19 What is some advice you would give to someone new to the industry?   1:35:00 How to get in touch with Jeffrey   Links mentioned in this episode InfraGard: https://www.infragard.org/ Jeffery on LinkedIn: https://www.linkedin.com/in/jeffreymoerdler/

“It's not like I have a special gift, blessed with more talents than the next guy, it's just that I took action. And I recognize that, even the big business leaders that are out there, you too can be that person you just have to take action.” – Domenic Mandato From humble beginnings in Montreal, where he first learned his savvy negotiating skills to Calgary where he has built a successful real estate investing business, Domenic Mandato has had many experiences in between and is on a continual path of growth. Domenic is the President and Chief Executive Officer of a private real estate investment fund in Calgary Alberta – InvestPlus REIT (Real Estate Investment Trust). He is a real-estate investor and entrepreneur specialising in the acquisition, renovation and value enhancement of multi-unit residential and commercial buildings. Over the past eighteen years, Domenic has successfully acquired, managed and sold approximately $50 million dollars of residential, multi-family and commercial properties from British Columbia to Quebec. Domenic considers his true wealth to be his family. Together with his wife Rosa they lead an active life with their five sons including business, sport, activities, community and contributing to causes that are close to their heart. Most importantly they come back together at the end of the day to share a meal and share conversation. Selected Links and People Mentioned from this episode: Connect with Domenic Mandato: Facebook Twitter LinkedIn InvestPlus REIT Real Estate Investment Network Raymond Aaron Show Notes [02:00] Patrick introduces the new REIN Member special segment of The Everyday Millionaire! [03:20] An introduction to today's guest Domenic Mandato [05:00] Domenic explains what his company InvestPlus REIT (Real Estate Investment Trust) is all about [05:50] Where Domenic comes from, his family and how he landed in Calgary at just the right time [09:45] From a degree in Mechanical Engineering in Montreal to a sales job in Vancouver. How did all of that lead to Domenic's journey in real estate? [13:00] The newspaper article that starts Domenic down the real estate investing path of and his lightbulb moment! It's been in his life all along. [17:40] Initially meeting skepticism and caution from his wife Rosa, they decide to follow the real estate fork in the road and start building momentum. [21:40] Have a little faith. On the cusp of ending his real estate investing career, a simple shift in perspective together with a lot of perseverance and encouragement from Rosa, helps push Domenic through. [27:20] Domenic shares a story from his upbringing that illustrates how imperative it is to have your partner or spouse's support when undertaking a new business venture. [29:40] Domenic and Rosa's philosophy around family and business and the conversations they're having with their five sons [33:50] Domenic describes his expertise in the art of conscious negotiation [41:00] Crafting a leader. Domenic explores the factors and energy that have contributed to his leadership presence. [45:25] Conflicting self-talk and honest self-assessment as a means to improve vs. second guess [47:05] Domenic and Patrick have a conversation around striking a healthy balance with business time and family time, conscious awareness of family routine and quality time spent together. [52:55] What are Domenic's regimes to look after himself and stay centered? [54:55] The importance of accountability and confidence [56:05] The self-talk Domenic experiences on those tough days: taking it back to gratitude and the positive mindset [58:00] Defining a Real Estate Investment Trust (REIT) and what the benefits are for an investor. [59:35] What is the typical investor demographic they see at InvestPlus? [61:20] The entrepreneurial kick start that became InvestPlus REIT [64:40] What would Domenic tell his 20-year old self today?

Is there a way to invest in real estate without having to buy a house? On this week’s show, we invited Kendall Davis, who manages Investments at Fundrise, a Real Estate Investment Trust (REIT) company, to discuss the benefits, potential rewards, and main risks to consider when investing in a REIT so you can decide […]

Chris Barry, VP of Corporate Communications for National Retail Properties, a publicly traded Real Estate Investment Trust (REIT).  NRP’s business model is to purchase stand alone, single occupancy retail stores and charge the occupant on a “Triple Net Lease” basis.  They own over 2000 properties in 47 states and are all cash buyers of these properties, and have been in business for over thirty years.  Anyone interested in commercial real estate investing will find this to be a very interesting interview.  NOTE:  This interview is not a solicitation to sell NNN.  As of the date of this interview, some Partnervest client accounts own shares of NNN.  These accounts are managed by an outside advisor, and not directly by Partnervest.