Podcasts about real estate investment trusts reits

Want to make money from real estate without buying a house or dealing with renters? In this episode, we break down Real Estate Investment Trusts (REITs) — a smart and easy way to grow your money without the stress of being a landlord. You'll learn how REITs work, why they pay out big dividends, and how they help you invest in places like shopping malls, apartments, hospitals, and even cell towers. We'll explain the benefits, the risks, and how you can get started with just a few hundred dollars. Whether you're a busy entrepreneur, saving for retirement, or just curious about building wealth, this episode will show you how REITs can fit into your 2025 finances. Tune in to hear real tips, clear examples, and why REITs might be the most overlooked money tool you're missing!   Next Steps:

What if the vehicle you're using to reach financial freedom is actually slowing you down?In this solo episode, Amy Sylvis unpacks a viral tweet that slammed rental property investing—and uses it as a springboard to explore three common real estate strategies: single-family rentals, REITs, and real estate syndications. With her signature clarity and warmth, Amy walks through the pros, cons, and ideal-fit profiles for each option, helping you assess which one truly aligns with your goals, lifestyle, and risk tolerance. Whether you're tired of managing tenants, tempted by REITs, or curious about commercial syndications, this episode offers practical insight to empower your next move.Connect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinar00:00 Introduction00:23 Welcome and Podcast Overview01:12 Host Introduction and Podcast Growth01:43 Discussing a Controversial Tweet07:43 Single Family Home Investing11:59 Real Estate Investment Trusts (REITs)17:27 Commercial Real Estate Syndication23:52 Conclusion and Final Thoughts

Logan and Allie break down Real Estate Investment Trusts (REITs).

I mercati cambiano, e con loro le opportunità per investire in modo intelligente. In questo episodio ti parlo dei Real Estate Investment Trusts (REITs), uno strumento spesso sottovalutato che può fare la differenza in un portafoglio ben diversificato.Scopri perché i REITs sono un investimento anticiclico, ideale per affrontare scenari di recessione, e come possono proteggerti grazie alla loro decorrelazione rispetto ad altri asset. 

Many Australians find themselves priced out of the real estate market. However, there is an alternative path - Real Estate Investment Trusts (REITs). I sit down with Jack Magann, a portfolio manager at Oracle Investment Management, to delve into the world of REITs and their potential as a viable investment option.REITs offer an opportunity for investors to gain exposure to commercial properties such as shopping centers, industrial properties, and data centres, without the hefty costs associated with direct property ownership. With REITs, investors can enjoy dividends and property appreciation while avoiding maintenance and interest rate burdens.Blog post available at: https://www.sharesforbeginners.com/blog/magann-oraclePortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersTony Kynaston is a multi-millionaire professional investor thanks to his QAV checklist. Tony's knowledge and calm analysis takes the guesswork out of share market investing. Use the coupon code SFB for a 20% discount on QAV Club plans or SFBLIGHT for a free month of QAV Light. Here's the link to sign up: https://qavpodcast.com.au/register-3/ Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

In this episode of 'Retire with Style', hosts Alex Murguia and Wade Pfau engage in a lively discussion about various financial strategies for retirement. They explore the differences between Health Savings Accounts (HSAs) and Roth IRAs, emphasizing the tax advantages of HSAs. The conversation also delves into the implications of investing in Real Estate Investment Trusts (REITs) and the importance of asset allocation. Additionally, they clarify common misconceptions about tax planning for individuals versus married couples, particularly regarding Medicare and Social Security. Alex and Wade also discuss various investment strategies, particularly focusing on Warren Buffett's investment guidelines, stock allocation for retirement, and the importance of preparing for the fragile decade leading up to retirement. They explore the transition to fixed income investments and the significance of understanding individual risk tolerance and retirement styles. The discussion emphasizes the need for a tailored approach to retirement planning, considering both mathematical and psychological factors. Listen now to learn more!    Takeaways HSAs offer unique tax advantages over Roth IRAs. Investing in REITs can be beneficial in tax-advantaged accounts. Asset allocation should be prioritized over asset location. Understanding tax traps in retirement is crucial for effective planning. Married couples face similar tax implications as single filers. Collecting medical receipts can lead to significant tax savings. The investment strategy should align with individual financial goals. Communication about financial strategies is essential for clarity. Warren Buffett's investment advice should be contextualized for individual needs. Investing in the S&P 500 is generally more effective than picking individual stocks. The fragile decade before and after retirement is crucial for income planning. A balanced approach to stock and fixed income allocation is essential. Understanding personal risk tolerance is key to retirement success. Transitioning to fixed income should start 5-10 years before retirement. The sequence of returns risk can significantly impact retirement income. Diversification across different asset classes can mitigate risks. Chapters 00:00 Introduction and Small Talk 12:02 Tax Planning in Retirement: Individual vs. Joint Filers 22:29 Understanding Stock Allocation in Retirement 35:38 Transitioning to Fixed Income Investments 43:05 Conclusion and Next Steps   Links The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/  This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/retirement-income-planning-llm/ to download McLean's free eBook, “Retirement Income Planning”

In this new year episode: 0:51 New Year, New Perspectives 3:09 Economic Concerns and President Trump's Inauguration 6:46 Investment Strategies for Baby Boomers 7:49 Listener Questions Begin 19:10 Transition to Investment Accounts 21:02 Time Shifting and Quantum Radio 21:29 Diversifying Your Assets 28:40 Real Estate Investment Trusts (REITs) 29:10 Taxes and Moving Abroad 37:57 Fiduciary Responsibilities and Conflicts Learn more about your ad choices. Visit megaphone.fm/adchoices

Kris Krohn breaks down three passive ways to invest in real estate, which can help you succeed without getting stuck in the typical pitfalls of direct property management. He explains the benefits of Real Estate Investment Trusts (REITs), partnerships, and syndications, along with a bonus opportunity to invest in his own Kronos Fund. Whether you're looking for liquidity, diversification, or high returns, Kris walks through how each strategy works, the pros and cons, and why passive investing could be the best option for you if you're looking to grow wealth without doing all the heavy lifting.

Equinix ist heute ein Synonym für Marktführerschaft im Bereich der gemeinschaftlich genutzten Datencenter. In dieser Analyse zur Equinix-Aktie untersuchen wir die Faktoren, die das Unternehmen zu einem der herausragendsten Real Estate Investment Trusts (REITs) machen. Mit einer beeindruckenden Gesamtrendite von rund 356% in den letzten zehn Jahren hat Equinix gezeigt, dass strategische Allianzen mit Technologiegrößen wie Amazon Web Services, Microsoft Azure und Google Cloud ein solides Fundament für nachhaltiges Wachstum schaffen können. Darüber hinaus analysieren wir, wie sich Equinix im Vergleich zu Mitbewerbern wie Digital Realty Trust und Iron Mountain behauptet, und welche Vorteile es im Wettbewerb um Marktanteile hat. Ergänzend beleuchten wir die Marktposition von Equinix, die durch fortlaufende Investitionen und technologische Innovationen gestärkt wird, sowie den Einfluss dieser Strategien auf die langfristigen Wachstumsperspektiven. Welche Rolle spielen die größten Kunden bei der Expansion von Equinix, und wie unterscheidet sich die Strategie des Unternehmens von der seiner Konkurrenten? Inhaltsverzeichnis00:00 Intro00:53 Langfristiger Chart von Equinix02:20 Equinix vs. S&P 500 vs. REIT-ETF (XLREIT)03:14 Equinix vs. Iron Mountain vs. Digital Realty Trust vs. NTT Data04:03 Historie von Equinix04:54 Geschäftsbereiche & Produkte08:01 Globale Daten-Center08:46 Abo-Umsätze09:35 Markt-Übersicht10:07 Eigentümerstruktur & CEO: Adaire Fox-Martin11:07 Umsatz- & Margenentwicklung11:43 Umsatz nach Region & Segment12:45 Gewinn-, Cashflow-Entwicklung & Dividenden13:40 Bilanz-Überblick, Zukäufe & Aktienrückkäufe14:55 Kennzahlen-Überblick (KGV)15:25 Dividenden-Rendite16:42 Piotroski- & Levermann-Score17:17 Unternehmens-Bewertung17:53 Chartanalyse18:21 Ist die Aktie von Equinix derzeit ein Kauf?19:07 Disclaimer19:47 Danke fürs Einschalten! Zusammenarbeit anfragenhttps://www.maximilian-gamperling.de/termin/ Social Media- Instagram: https://www.instagram.com/maximilian_gamperling/- LinkedIn: https://www.linkedin.com/in/gamperling/- Newsletter: https://www.maximilian-gamperling.de/newsletter- Podcast: https://akademie.maximilian-gamperling.de/podcasts/anker-aktien-podcast Meine Tools- Charts*: https://de.tradingview.com/?aff_id=117182- Aktienfinder: https://aktienfinder.net- Finchat.io*: https://finchat.io/?via=maximilian- TransparentShare: https://bit.ly/3laA6tK- SeekingAlpha*: https://www.sahg6dtr.com/QHJ7RM/R74QP/- Captrader*: https://www.financeads.net/tc.php?t=41972C46922130T DisclaimerAlle Informationen beruhen auf Quellen, die wir für glaubwürdig halten. Trotz sorgfältiger Bearbeitung können wir für die Richtigkeit der Angaben und Kurse keine Gewähr übernehmen. Alle enthaltenen Meinungen und Informationen dienen ausschließlich der Information und begründen kein Haftungsobligo. Regressinanspruchnahme, sowohl direkt, wie auch indirekt und Gewährleistung wird daher ausgeschlossen. Alle enthaltenen Meinungen und Informationen sollen nicht als Aufforderung verstanden werden, ein Geschäft oder eine Transaktion einzugehen. Auch stellen die vorgestellten Strategien keinesfalls einen Aufruf zur Nachbildung, auch nicht stillschweigend, dar. Vor jedem Geschäft bzw. vor jeder Transaktion sollte geprüft werden, ob sie im Hinblick auf die persönlichen und wirtschaftlichen Verhältnisse geeignet ist. Wir weisen ausdrücklich noch einmal darauf hin, dass der Handel mit Aktien, ETFs, Fonds, Optionen, Futures etc. mit grundsätzlichen Risiken verbunden ist und der Totalverlust des eingesetzten Kapitals nicht ausgeschlossen werden kann.Aussagen über zu erwartende Entwicklungen an Finanzmärkten, insbesondere Wertpapiermärkten und Warenterminbörsen, stellen NIEMALS EINE AUFFORDERUNG ZUM KAUF ODER VERKAUF VON FINANZINSTRUMENTEN dar, sondern dienen lediglich der allgemeinen Information. Dies ist selbst dann der Fall, wenn Beiträge bei wörtlicher Auslegung als Aufforderung zur Durchführung von Transaktionen im o.g. Sinne verstanden werden könnten. Jegliche Regressinanspruchnahme wird insoweit ausgeschlossen. *Affiliate-Link #Equinix #Aktie #Börse

In this episode, we discuss how to invest in property through the share market. Specifically, we review Real Estate Investment Trusts (REITs), how they work, how to buy shares, and what the returns look like. That way property investors can decide – "should I invest in a REIT?" For more from Opes Partners: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok

In this episode of Financial Safari, Coach Pete and Michael Wall discuss the intricate relationship between tax strategy and wealth management. They emphasize the importance of understanding tax implications when building retirement income and highlight the need for comprehensive financial planning that goes beyond mere product sales. The conversation also touches on the impact of inflation on wealth, the significance of pairing investments effectively, and the dangers of over-concentration in portfolios. Additionally, they provide insights into recognizing red flags in financial advising and the importance of having clear, written agreements with financial advisors. In this episode, the conversation delves into the intricacies of investment strategies, particularly focusing on real estate and the importance of due diligence. The hosts discuss the pros and cons of Real Estate Investment Trusts (REITs), emphasizing the benefits of smaller, quality deals over larger, less consumer-friendly options. They also explore tax advantages associated with real estate investments and provide advanced tax strategies for high net worth individuals. Key questions to consider before making any investment are highlighted, ensuring listeners are well-informed and prepared.See omnystudio.com/listener for privacy information.

In this episode of the Franchise Freedom Podcast, Giuseppe Grammatico welcomes Jeremy Dyer from Starting Point Capital to explore the world of real estate syndication.Jeremy explains the concept of group investing and how it differs from traditional real estate investing.Learn about the key differences between private real estate syndications and publicly traded Real Estate Investment Trusts (REITs).Jeremy discusses the tax advantages of investing in real estate syndications, including depreciation strategies and their impact on investor returns.Practical advice for entrepreneurs and business owners on how to begin investing in real estate syndications, including educational resources and considerations for accredited and non-accredited investors.Jeremy shares his personal journey from active to passive real estate investing and the benefits of diversifying with real estate syndications.Tune in to gain valuable insights into how real estate syndication can enhance your franchise and business investments.ɪᴍᴘᴏʀᴛᴀɴᴛ ʟɪɴᴋsConnect with Jeremy Dyerhttp://www.linkedin.com/in/jeremydyer www.startingpointcapital.com jeremy@startingpointcapital.comBook recommendation: The Hands-Off Investor: An Insider's Guide to Investing in Passive Real Estate Syndications https://www.amazon.com/Hands-Off-Investor-Insiders-Investing-Syndications-ebook/dp/B0BMM67TQ8/ref=sr_1_1?crid=2YPBMHXPQASBW&dib=eyJ2IjoiMSJ9.IKfIjBPMBfFC3zp1XTgW45X7vZ9gkwdLRT0UmGHbVDr1Ejc2n_8hIZysk-DQdffzUSLc0mSB5jtnisD45eqDxTX3i7TxAvUL_EYXyjP7MKqAAKvThZT7EgtfZh--A359CbF3zCZKuWqbFR-B2TRpm7yithMyKGUiWk_cSUoSQrPp0rQg2YeENUNConnect with Franchise Freedom on:Website: https://ggthefranchiseguide.com/podcast/LinkedIn: https://www.linkedin.com/in/giuseppe-grammatico/Facebook: https://www.facebook.com/GGTheFranchiseGuideX: https://twitter.com/ggfranchguideInstagram: https://www.instagram.com/ggthefranchiseguide/YouTube: https://www.youtube.com/@ggthefranchiseguideApple: https://podcasts.apple.com/us/podcast/franchise-freedom/id1499864638Spotify: https://open.spotify.com/show/13LTN5UzA57w2dTB4iV0fmThe Franchise Freedom: Discover Your New Path to Freedom Through Franchise Ownership, Book by Giuseppe Grammatico https://ggthefranchiseguide.com/book or purchase directly on Amazon.

Bill Chen returns to The Business Brew to explore the current landscape of Real Estate Investment Trusts (REITs). Delve into Chen's comprehensive due diligence process, investment strategies, and the future of multifamily and office REITs. Discover key insights on market conditions, cap rates, capital allocation, and the impact of interest rates on investment returns. The discussion also highlights strategic decisions by large-cap public REITs, dealing with distressed assets, and the potential risks and opportunities in today's real estate market. A must-watch for anyone looking to understand the intricacies of real estate investing in uncertain times. Note: This episode was recorded on July 9, 2024. 00:00 - Welcome to The Business Brew 00:05 - Introducing Bill Chen and REITs Discussion 00:35 - A Walk-Through Manhattan with Bill Chen 03:28 - The Future of Office Spaces 09:48 - Bank Balance Sheets and Office Exposure 19:24 - Analyzing REIT Investments 38:12 - Analyzing Cap Rates in Real Estate Investments 41:45 - The Impact of Public Company Costs on Returns 49:30 - Liquidity and Market Dynamics in Real Estate 53:11 - Challenges and Opportunities in the Current Market 1:00:10 - Grocery-Anchored Shopping Centers: A Resilient Asset Class 1:06:17 - Interest Rates and Their Influence on Real Estate Returns 1:15:02 - Understanding Real Estate Multiples and Leverage 1:15:41 - Market Fears and Multifamily Capitalization Rates 1:16:32 - Challenges in Real Estate Development 1:16:56 - Opportunities in a Down Market 1:17:20 - Connecting with the Speaker 1:18:25 - Investment Strategies and Market Timing 1:19:51 - Balancing Market Humility and Aggression 1:21:23 - Psychological Approaches to Real Estate Investment 1:23:24 - Resilience of Multifamily Assets 1:24:48 - The Future of Home Ownership and Renting 1:27:54 - Personal Experiences with Real Estate 1:30:56 - The REIT Mafia and Investment Benchmarks 1:35:16 - Long-Term Investment Perspectives 1:42:22 - Final Thoughts and Farewell

Click the link to access the India Real Estate (H1 2024) report analyzing the top 8 markets' office and residential sectors : https://www.knightfrank.co.in/research/india-real-estate-residential-and-office-market-h1-2024-11307.aspxIn this episode of Paisa Vaisa, host Anupam Gupta dives deep into the world of Commercial Real Estate (CRE) with Viral Desai, Senior Executive Director of Knight Frank India. Discover various ways to invest in CRE, including direct investments, Real Estate Investment Trusts (REITs), and fractional ownership. Learn about the ideal investor profiles for CRE, current rental yields, and how they vary across different cities and over time. We also explore opportunities in metros, Tier-1, and Tier-2 cities, the demand from various industries like SEZs, GCCs, and data centers, and compare flexible versus permanent office spaces. Plus, get a checklist of tips for aspiring CRE investors.  Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/                 You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel.Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & Instagram.See omnystudio.com/listener for privacy information.

Unlock the secrets to smart real estate investing and learn how to maximize your returns while minimizing your tax burden. In this episode of the Market Call Show, we uncover the essential strategies for achieving a balanced portfolio by diversifying your assets into business ventures, real estate holdings, and secure reserves like cash or gold. We'll reveal how to strategically rebalance your investments without the heavy tax implications, even if a large portion of your net worth is anchored in real estate. Plus, we analyze the effects of inflation and interest rates on property values and rental income, underscoring the significance of after-tax, inflation-adjusted returns. Navigate the complexities of capital gains and depreciation recapture taxes with our expert insights on 1031 and 721 exchanges. Discover the advantages and potential drawbacks of these powerful tax deferral tools, which can help you transfer property into like-kind assets or Real Estate Investment Trusts (REITs). These strategies offer not just tax benefits, but also avenues for diversification, liquidity, and improved estate planning. However, be prepared to give up some control over your properties. Listen in to gain a comprehensive understanding of how these tactics can aid in managing tax liabilities and diversifying your real estate investments in today's dynamic market.   Show Highlights In this episode we'll talk about: Diversifying your assets into business ventures, real estate holdings, and secure reserves like cash or gold. How achieving a balanced portfolio can help mitigate risks associated with market fluctuations and economic changes. Learn strategies to rebalance your real estate investments without incurring heavy tax implications. Understand the complexities of capital gains and depreciation recapture taxes and how they affect your net worth. Analyze how inflation and interest rates influence property values and rental income. Focus on after-tax, inflation-adjusted returns to better gauge the true performance of your investments. Explore the benefits and drawbacks of 1031 exchanges to defer taxes by transferring property into like-kind assets. Discover how 721 exchanges allow for moving assets into Real Estate Investment Trusts (REITs) for diversification and liquidity. Understand that while these tools offer tax deferral and estate planning benefits, they may require giving up some control over your properties. Consider how REITs can provide quarterly liquidity and simplify estate planning through unit-based ownership. REITs offer a diversified portfolio that may include sectors like multifamily housing, storage, and healthcare, which are more recession-resistant. Evaluate opportunities to reduce real estate concentration and invest in other areas like businesses and reserves. Implement a low-turnover investment strategy to maximize your after-tax rate of return and minimize costs associated with frequent exchanges. Recognize the challenges in commercial real estate post-COVID, such as high vacancy rates. Identify resilient sectors like self-storage, healthcare, and education that offer more stability and growth potential- Be mindful of not letting real estate become too dominant in your portfolio. Diversify across different asset classes to protect against market volatility and economic downturns. Stay informed about quality investment opportunities in both real estate and the stock market. PLUS: Whenever you're ready... here are three ways I can help you prepare for retirement:  1.  Listen to the Market Call Show Podcast or Watch on Youtube One of my favorite things to do is to talk with smart people about investing, financial planning, and how to live a full life.  I share this on my podcast the Market Call Show.  To watch on Youtube  – Click here   2.  Read the Financial Freedom Blueprint:  7 Steps to Accelerate Your Path to Prosperity If you're ready to accelerate your path to prosperity, the Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. You can get a personalized signed hardcover copy – Click here 3.  Work with me one-on-one If you would like to talk with me about planning and investing for your future. – Click here       Transcript 00:00 - Louis Llanes (Host) Now I want to talk a little bit about the challenge that we get with capital gains. So now you've got this real estate, maybe you're lopsided and you have a lot of real estate. Maybe you want to retire soon and you want to have, or you just want to get more balance in your situation, or you want to diversify. Maybe you have too much concentration in one piece of real estate, or you might just be tired of renting it out and dealing with all of the issues of being a landlord and you want to have more of a passive approach.  00:30 - Intro/Outro (Announcement) Welcome to the Market Call Show where we discuss investing wisely and living well. Tune in every Thursday to Apple Podcasts, spotify, google Play or subscribe on YouTube.  00:46 - Louis Llanes (Host) Hi, I'm Louis Llanes. This is the Market Call Show. Today I'm going to be talking about real estate, mainly because people are talking about real estate all the time and many people are in a particular situation, so I thought I would address that situation. So I was thinking about what the name of this podcast would be. One idea was navigating real estate investments and capital gains tax, but really this is all about maximizing your after-tax rate of return on your real estate and then really meeting your objectives.  01:17 I heard about an old sage saying that is thousands of years old, and the gist of the saying was that every man should split their assets into three categories. One would be business, and then the other one would be land or real estate, and the other one would be reserves, which could be many different things, like cash or money market or CDs or gold things that are more reserve oriented. And I was having a conversation with somebody about this, and I've actually been lately seeing this same conversation over and over again. So I thought it might be something helpful for you or somebody listening to this podcast. And the situation is like this so I've been investing in real estate for a long time and over the years, my real estate has appreciated in value and maybe I put money in my 401k and other investments as well. But my real estate is worth a lot more than my other stocks and stuff because I put most of my wealth there and it is compounded and maybe I had debt on it and been paying the debt off over time. So now I've got this real estate and now if I look at my net worth, I'm kind of unbalanced. Unlike that sage advice that's thousands of years old that said you need you should have balance, I'm unbalanced right now because I've got all this money in real estate. Then maybe the real estate is paying income, but maybe it's not enough or maybe there's other reasons that you want to have less of it. So the question becomes how do I do that without paying an enormous amount of taxes? So that's what I'm going to be talking about today is some strategies on dealing with that can be very effective for you.  02:51 So the real issue that comes to play here is the balance right. Why should you have the balance? Well, it's kind of self-explanatory, but back thousands of years ago the sages were basically saying you should be prepared for any type of situation that is going to happen around you and you know nothing has changed. You know you have booms and busts and you have changes in government regimes. You have all sorts of crazy things that can happen, and that's why having reserve makes sense.  03:22 You know, if you want to have some gold, some hard assets, some assets that are, you know, really sound and steady, but you also want to be in business too, because business has the growth aspect and you know business can adapt to whatever is happening in the world. So you know, like, for example, right now in artificial intelligence, there's some businesses that are making a tremendous amount of profits. It's not just and that's just one example, but it could be many different businesses. It could be a private business, your own business, or an investment in private businesses, a portfolio of private businesses, which I'm also a proponent of doing as well, because then you can take advantage of other businesses that are doing well, that are in the private markets. It could also mean public businesses, and so that would be stuff on the stock exchanges, where there's tremendous amount of opportunities that come to play there. So you've got your business, you've got your real estate.  04:13 The beautiful thing about real estate is that you have rental income, hopefully from your properties, and then that rental income can hopefully go up over time. One of the challenges that happens, though, is that if inflation goes up, interest rates go up faster and inflation can go up faster than your rents, and the actual value of that real estate cannot be as attractive as it seems, and this is something that I've been noticing happening a lot, in fact. This morning, there was an article in the Wall Street Journal talking about how the average rental increase has been much lower than the inflation rate, and so you're really seeing that keeping up with inflation isn't always there. So, and typically, when you look at the valuation formulas for any asset, it's the present value of the cash flows of that investment, and that present value has a discount rate which is tied to interest rates, so if interest rates go up, then your hurdle rate goes up. That means that you need to have a higher rate of return to justify owning that asset at a particular price, so that could actually hurt asset values, and I know that sounds counterintuitive to some people, but that is kind of how it works. So what really matters is what happens after tax, right? What is your net worth increase after tax and inflation, which is kind of the silent wealth killer that is really affecting everybody right now due to many different factors which we won't go into right now.  05:37 So the other stool on that right, we talked about the reserve, gold, cash, things like that, and then we talked about real estate and we talked about business. Actually, I covered all three, so that's good. So so we wanted to. I want to talk a little bit about why you want to have balance there. Now I want to talk a little bit about the challenge that we get with capital gains. So now you've got this real estate. Maybe you're lopsided and you have a lot of real estate. Maybe you want to retire soon and you want to have, or you just want to get more balance in your situation, or you want to diversify. Maybe you have too much concentration in one piece of real estate, or you might just be tired of renting it out and dealing with all of the issues of being a landlord and you want to have more of a passive approach with real estate and maybe bring down the amount of real estate that you have, maybe increase the reserve or increase the stock or business orientation of your portfolio.  06:30 Okay, so capital gains is the big issue. There's really two main parts of that tax situation. Again, it's capital gains, and you probably have a long-term capital gain in your real estate, but you also have this nasty little thing called recapture of depreciation that comes into play. So recapture depreciation is just simply, you know, as you've been depreciating that asset over time, you've been getting a tax break on it, most likely, and now when you sell it, you have to kind of re undo that basically, and so there's a reversal of that. You recapture that depreciation and that generally hits income taxes rate, income tax rates. That can be ugly.  07:11 So many people know about what's called a 1031 exchange. A 1031 exchange allows you to go from one piece of property to another piece of property. They call it a like-kind exchange. They don't have to be exactly alike, it doesn't have to be like an apartment building to an apartment building or residential real estate to residential real estate. It just needs to be like-kind. There's some definitions and I'm not going to get into the details of all the definitions, but you basically go from one property to another and you defer that tax.  07:41 And there's some things that you have to avoid. You have to avoid what's called boot, which is, you know, if you have debt on it after you've sold it. You have to, you know, look at the total value of that real estate. You cannot benefit tax-wise from the leverage. You have to make sure that those values are in line. So, anyhow, that's a great way to do it, but the problem is that you're just going from one piece of real estate to another single piece of real estate most of the time. So what a lot of people like to do is to one great strategy is to actually put yourself in a situation where you can take the real estate that you have right now 1031 exchanges into another property, but that property then gets contributed into through a 721 exchange, an up REIT or a REIT, and this is a great way for you to transfer that property into a diversified portfolio of real estate. That may be more attractive, and this is in today's environment that is probably advisable for a lot of people actually. So you know, obviously everybody's situation is different, but it could make some sense to do that, because here's the benefit to this If you 1031 exchange into a single property and then that property is actually being put into this REIT, if the REIT has a sound investment strategy for the environment, then now you have access to a larger portfolio, that is, you're diversifying that across different types of assets multifamily home, maybe storage or medical and other types of areas that are doing well or maybe are more recession resistant.  09:19 A lot of the commercial real estate property. As you well know, after COVID and after all the changes that have happened there, they're not as attractive and a lot of people are avoiding that. There's a big shift happening there in that area, in the commercial real estate. But there's other areas where they're actually more recession resistant and they have steady rents that can go up. For example, recently in Arizona there's a student housing off-campus student housing where the students that go to universities they need to have a place to stay and they stay off campus. Typically the parents who are the ones who take these rents out are very well capitalized. Their average income is high somewhere around the range of $300,000, very low defaults and you have reasonably good yields and safety there. Storage could be another area Medical facilities obviously medical is stronger. So, having those alternative areas and diversifying a single property most people I've been running into either they have residential real estate or maybe they owned a business. They're selling their business and they need to sell some land or some other things and they just really need to get into income producing property because they have a big part of their network tied up into that.  10:32 There's many situations that can happen, but the concept is exploring that option to go from a 1031 exchange of your existing property, selling it 1031, exchange it into another property that is slated to go into a REIT and the REIT is in a solid situation to benefit over time and is more conservative. That could be a good way for you to do that, and here's the other kicker with doing that is you can also generally get more liquidity Once you're in that REIT. Oftentimes there's quarterly liquidity, so that you can basically peel some of your money out of real estate in general and maybe get less lopsided and invest in other things, in business and in reserves and other things that you need to do, still generating an income stream with that portion of your capital, but slowly moving your way out, and then thus you are paying less in taxes longer term because you're spreading it out. There's other strategies, too, that you could do, where you're doing a deferred sale and basically you're realizing that gain and recapture over time. That's another way to do this, but I do like this concept of 721 exchanging into an upread.  11:42 It is a difference. There is a difference from that than a 1031 exchange, and there's pros and cons there. The pros are you get the tax deferral. The pros of 721, you get the tax deferral. You get the diversification. You also get liquidity. There are some estate planning benefits. You could more easily parse that out in units, because you're basically getting units of this REIT. When you do this, you can, you know, in an estate planning scenario, you could easily divide that across your heirs, rather than having a situation where you have this asset and it's not easily divisible.  12:19 Some of the cons, though, is you do lose some control over the property. So if you really feel like you have to have total control over a particular property or something like that, or all of your property, then you will not like this strategy, because you're basically delegating some of the management. So it's really important to have good, vetted out REITs that you're dealing with, but these you know. If you're, if you understand that you maybe you don't know everything. If you're in a situation where you're not that savvy or you don't feel like you have the time to do all the research and all the everything else. This is a good way for you to actually, through using professional managers who this is all that they do that allows you to get their expertise as well. So, but that is a downside if you have to have a lot of control.  13:02 I mean, I'm thinking of one person. I know, a friend of mine, and I just feel like she wants control so much that at least at this stage in her game she's younger that maybe this wouldn't work for her. But you know, as you age, you know you may not have as less of a desire to do this, or you may just realize that, hey, I need to be smart and delegate some of my money to other people that know what they're doing and diversify, and maybe I need to use this as a way for me to diversify into more businesses, especially if we have more opportunities developing. You want to have, which I believe is going to happen. It just, you know, the probabilities of opportunities in business being higher is, in my mind, always great, even with all the stuff that's going on in the global economy. But then again, you know, if you have reserves too, you can also put money there. You just want to be prepared Anyhow.  13:51 So we talked a little bit about pros and cons and I want to address some of the liquidity and income needs issues. So when you go into a REIT, typically there's quarterly liquidity, like I said, and when you're moving that real estate in there, you're going to have more, more liquidity that you could take from it and you also have an income stream that you're getting. Typically, that income stream comes in monthly, which is nice, and the structure is different in terms of how it's taxed. And we're not going to go into all the differences, but suffice it to say that it may be a situation where you could save a lot in taxes, maybe even millions of dollars. I mean, I had a little conversation recently and it became clear to me that this literally means at least a million dollars in tax savings for this person over time.  14:32 So the current real estate opportunities that I wanted to discuss is you know, I kind of touched on it a little bit, but you know, given the current state of the commercial real estate, you know, vacancy rates is an issue post COVID and alternative real estate sectors show more resilience, like self-storage, because that's driven by life events such as downsizing and relocation or dislocation, and we're likely to have more relocation, dislocation, given technology, ai, differences in demographics and where people are moving in the economics of real estate in general being expensive in other areas. So you're likely to see a strong demand there. Healthcare is the other area we have growing demand due to the aging of population and that gives you much more stability. If you're doing your homework, potentially you could have better, more stable returns in the healthcare sector. And then on the education side, it's stable demand.  15:27 It's supported by increased college enrollments. We've literally been seeing, even though you know a lot, you hear a lot of people talking about how you know you shouldn't go to college. College isn't worth it. It's not a good investment. You know colleges are adapting. Right now. You're seeing new colleges that are coming up to adapt, to change and you know, just to make kind of highlight, that I've got 17 year old twins and they just recently went to a particular meeting of a university, the University of Austin actually, which is they're not accredited yet but they have some really sound, smart people there and they have an incredible program that they're developing there. You're just seeing a lot of adaptation and the other more traditional schools are going to need to adapt because you know, we know there's some needs that are going to be changing there. So we are seeing increasing enrollments and education is always important and you know the parents that are paying for this are usually good credit quality.  16:19 Now recession resilience sectors. You know I kind of explained why self-storage healthcare and education are more recession resistant. There are REITs that specialize in that and they have opportunities sometimes where you can invest in a particular property that is slated to go into those REITs and that allows you to do what I'm talking about here 1031 to 721 and help you get less lopsided, get more diversified, better return risk profile for your overall wealth, save a lot of taxes. That's a good thing to do. Speaking of taxes, I want to talk a little bit about compounding returns over your costs. So one of the things that you see some advisory firms do is they tend to 1031 exchange properties and then they roll them over and roll them over and if you look at all the fees and costs of doing these types of things the 1031s it actually hurts your compounded rate of returns because the costs really impact you. So a lower turnover investment strategy can maximize your after-tax rate of return estate component of your portfolio and then, you know, going into the stock world, which is always, in my opinion, equities are.  17:32 You know, I teed on stocks and in business, so I have a little bit of a affinity to that relative to real estate. But I recognize that real estate has benefits as well, and I've often tell people there is no perfect asset class. That's why we diversify, so we want to have diversification in strategies and asset classes and, given the current environment right now, where people have made a lot of money in real estate and they're basically in a situation where they need to, or it's advisable for them to, get more balanced and to save on taxes, this is a great way to think about doing that, and we have ways that we help our clients do that. So I want to just recap the key point here. You know, don't let real estate become too out of whack in your portfolio. You know there is no perfect asset class and there are some significant downsides to real estate.  18:24 Real estate does not always do good in an inflationary, rising interest rate environment. Only certain types of real estates do does, and you may or may not have that type of real estate. So if that's the case, maybe it might make sense to think about a change. And then don't forget stocks. A lot of people are down on stocks, but you know what business it's about. Businesses. Don't think about the stock market. Think about companies within the stock market. So I always talk about focusing your attention on the quality, valuation and sentiment or technical conditions of a particular each company, and you can find opportunity out there, especially for long-term investment and getting your income needs done if you're about to retire. So, anyhow, I thought this might be interesting because it just seems like I'm running into a lot of people right now who are in this situation. I hope you find this valuable and thank you for joining me and we'll talk to you later.  19:23 - Intro/Outro (Announcement) For the latest episode of the Market Call Show. Make sure to like, subscribe and follow us on X, formerly- known as Twitter, and youtube, go to marketcallshowcom for all our past episodes and sign up to get alerts.  19:37 If you enjoy the content of this episode, please share it and comment. The information in this podcast is general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriately qualified professional prior to making a final decision.   

What Happens When Real Estate Meets Cutting-Edge Technology? | Tricia Turner's Inspiring StoryAre you ready to see how technology can revolutionize the real estate industry? Join us as Tricia Turner shares her inspiring journey from overcoming personal challenges to becoming a top industry leader through the strategic use of technology. This video is a must-watch if you're looking to enhance your real estate operations and client interactions using the latest tech innovations.Chapters:0:00 - Introduction2:01 - Overcoming Personal Challenges3:06 - Parenting and Professional Life4:04 - Learning from Rejection and Persistence5:25 - Key Tools and Processes for Real Estate Success6:57 - Optimizing Daily Schedules with Technology9:10 - Building Passive Income through Real Estate Investments17:19 - Blending Technology and Relationships in Business21:18 - Challenges in the Real Estate Market and Strategies for Resilience24:02 - Investing in Real Estate Investment Trusts (REITs)26:16 - Mindset Tips for Real Estate Agents Facing AdversityLooking to scale, grow, and automate your real estate business? Tune in to Real Estate VS Technology UNLEASHED, a podcast that provides valuable insights into the strategies used by top-performing real estate agents across the country. Our in-depth interviews with successful agents will give you the hard-hitting questions you need to ask yourself to achieve and maintain success.In addition to agent interviews, we showcase great technology companies, featuring owners who discuss their offerings and how they can help boost your real estate business.Want to be featured on our show? Schedule your podcast date using the link below:? https://bit.ly/3nj1J85CONNECT WITH US: ▶Subscribe ? / @realestatevstechnology8232 Instagram: https://bit.ly/3ZceY7C

This podcast hit paid subscribers' inboxes on April 5. It dropped for free subscribers on April 12. To receive future pods as soon as they're live, and to support independent ski journalism, please consider an upgrade to a paid subscription. You can also subscribe to the free tier below:WhoBruce Schmidt, Vice President and General Manager at Okemo Mountain Resort, VermontRecorded onFeb. 27, 2024 (apologies for the delay)About OkemoClick here for a mountain stats overviewOwned by: Vail ResortsLocated in: Ludlow, VermontYear founded: 1956Pass affiliations:* Epic Pass: unlimited access* Epic Local Pass: unlimited access* Epic Northeast Value Pass: unlimited access with holiday blackouts* Epic Northeast Midweek Pass: unlimited weekday access with holiday blackouts* Epic Day Pass: access on “all resorts” and “32 resorts” tiersClosest neighboring ski areas: Killington (:22), Magic (:26), Bromley (:31), Pico (:32), Ascutney (:33), Bellows Falls (:37), Stratton (:41), Saskadena Six (:44), Ski Quechee (:48), Storrs Hill (:52), Whaleback (:56), Mount Snow (1:04), Hermitage Club (1:10)Base elevation: 1,144 feetSummit elevation: 3,344 feetVertical drop: 2,200 feetSkiable Acres: 632Average annual snowfall: 120 inches per On The Snow; Vail claims 200.Trail count: 121 (30% advanced, 37% intermediate, 33% beginner) + 6 terrain parksLift count: 20 (2 six-packs, 4 high-speed quads, 5 fixed-grip quads, 2 triples, 1 platter, 6 carpets – view Lift Blog's inventory of Okemo's lift fleet)View historic Okemo trailmaps on skimap.org.Why I interviewed himWhether by plan or by happenstance, Vail ended up with a nearly perfect mix of Vermont ski areas. Stowe is the beater, with the big snows and the nasty trails and the amazing skiers and the Uphill Bros and the glades and the Front Four. Mount Snow is the sixth borough of New York City (but so is Florida and so is Stratton), big and loud and busy and bursting and messy, with a whole mountain carved out for a terrain park and big-drinking, good-timing crowds, as many skiers at the après, it can seem, as on the mountain. And Okemo is something that's kind of in-between and kind of totally different, at once tame and lively, a placid family redoubt that still bursts with that frantic Northeast energy.It's a hard place to define, and statistics won't do it. Line up Vermont's ski areas on a table, and Okemo looks bigger and better than Sugarbush or Stowe or Jay Peak. It isn't, of course, as anyone in the region will tell you. The place doesn't require the guts that its northern neighbors demand. It's big but not bossy. More of a stroll than a run, a good-timer cruising the Friday night streets in a drop-top low-rider, in no hurry at all to do anything other than this. It's like skiing Vermont without having to tangle with Vermont, like boating on a lake with no waves.Because of this unusual profile, New England skiers either adore Okemo or won't go anywhere near it. It is a singular place in a dense ski state that is the heart of a dense ski region. Okemo isn't particularly convenient to get to, isn't particularly snowy by Vermont standards, and isn't particularly interesting from a terrain point of view. And yet, it is, historically, the second-busiest ski area in the Northeast (after Killington). There is something there that works. Or at least, that has worked historically, as the place budded and flourished in the Mueller family's 36-year reign.But it's Vail's mountain now, an Epic Pass anchor that's shuffling and adding lifts for the crowds that that membership brings. While the season pass price has dropped, skier expectations have ramped up at Okemo, as they have everywhere in the social-media epoch. The grace that passholders granted the growing family-owned mountain has evaporated. Everyone's pulling the pins on their hand grenades and flinging them toward Broomfield every time a Saturday liftline materializes. It's not really fair, but it's how the world is right now. The least I can do is get their side of it.What we talked aboutSummer storm damage to Ludlow and Okemo; the resort helping the town; Vermont's select boards; New England resilience; Vail's My Epic Promise fund and how it helped employees post-storm; reminiscing on old-school Okemo and its Poma forest; the Muellers arrive; the impact of Jackson-Gore; how and why Okemo grew from inconsequential local bump to major New England ski hill; how Okemo expanded within the confines of Vermont's Act 250; Vail buys the mountain, along with Sunapee and Crested Butte; the Muellers' legacy; a Sunapee interlude; Vail adjusting to New England operations; mythbusters: snowmaking edition; the Great Chairlift Switcheroo of 2021; why Okemo didn't place bubbles on the Quantum 6; why Okemo's lift fleet is entirely made up of Poma machines; where Okemo could add a lift to the existing trail network; expansion potential; does Okemo groom too much?; glade expansion?; that baller snowmaking system; what happened when Okemo's season pass price dropped by more than $1,000; is Epic Pass access too loose at Okemo?; how to crowd-dodge; the Epic Northeast Midweek Pass; limiting lift ticket sales; and skyrocketing lift ticket prices.Why I thought that now was a good time for this interviewBruce Schmidt first collected a paycheck from Okemo in the late 1970s. That was a different mountain, a different ski industry, a different world. Pomas and double chairs and primitive snowmaking and mountain-man gear and no internet. It was grittier and colder, in the sense that snowpants and ski coats and heated gloves and socks were not so ubiquitous and affordable and high-quality as they are today. Skiing, particularly in New England, required a hardiness, a tolerance for cold and subtle pain that modernity has slowly shuffled out of the skier profile.Different as it was, that age of 210s and rear-wheel drive rigs was not that long ago, and Schmidt has experienced it as one continuous story. That sort of institutional and epochal tenure is rare, especially at one ski area, especially at one that has evolved as much as Okemo. Imagine if you showed up at surface-lift Hickory and watched it transform, over four decades, into sprawling Gore. That's essentially what Schmidt lived – and helped drive – at Okemo.That hardly ever happens. Small ski areas tend to stay small. Expansion is hard and expensive and, in Vermont especially, bureaucratically challenging. And yet little Okemo, wriggling in Killington's shadow, lodged between the state's southern and northern snow pockets, up past Mount Snow and Stratton but not so far from might-as-well-keep-driving Sugarbush and Mad River Glen, became, somehow, the fourth-largest ski area in America's fourth-largest ski state by skier visits (after Colorado, California, and Utah, typically).The Mueller family, which owned the ski area from 1982 until they sold it to Vail Resorts in 2018, were, of course, the visionaries and financiers behind that growth, the likes of which we will probably never witness in New England again. But as Vail's roots grow deeper and they make these mountains their own, that legacy will fade, if not necessarily dim. It was important, then, to download that part of Schmidt's brain to the internet, to make sure that story survived the big groom of time.What I got wrongI said in the intro that Bruce started at Okemo in 1987. He actually started in the late ‘70s and worked there on and off for several years, as he explains in the conversation.I said that Okemo's lift fleet was “100 percent Poma.” This is not exactly right, as some of the lifts are officially branded Leitner-Poma. I'm also not certain of the make of Okemo's carpets.I noted in the intro that Okemo was Vail's second-largest eastern mountain. It is actually their largest by skiable acreage (though Stowe feels larger to me, given the expansive unmarked but very skiable glades stuffed between nearly every trail). Here's a snapshot of Vail's entire portfolio for reference:Why you should ski OkemoThe first time I skied Okemo was 2007. I rode a 3:45 a.m. ski bus north from Manhattan. I remember thinking three things: 1) wow, this place is big; 2) wow, there are a lot of kids here; and 3) do they seriously groom every goddamn trail every single night?This was at the height of my off-piste mania. I'm not a great carver, especially after the cord gets chopped up and scratchy sublayers emerge. I prefer to maneuver, at a moderate pace, over terrain, meaning bumps or glades (which are basically bumps in the trees, at least on a typical Vermont day). It's more fun and interesting than blasting down wide-open, beaten-up groomers filled with New Yorkers.But wide-open, beaten-up groomers filled with New Yorkers is what Okemo is. At the time, I had no understanding of freeze-thaw cycles, of subtle snowfall differentials between nearby ski areas, of the demographic profile that drove such tight slope management (read: mediocre big-city skiers with no interest in anything other than getting to the bottom still breathing). All I knew was that for me, at the time, this wasn't what I was looking for.But what you want as a skier evolves over time. I still like terrain, and Okemo still doesn't have as much as I'd like. If that's what you need, take your Epic Pass to Stowe – they have plenty. But what I also like is skiing with my kids, skiing with my wife, morning cord laps off fast lifts, long meandering scenic routes to rest up between bumpers, exploring mountains border to border, getting a little lost among multiple base areas, big views, moderate pitches, and less-aggressive skiers (ride the K1 gondy or Superstar chair at Killington and then take the Sunburst Six at Okemo; the toning down of energy and attitude is palpable).Okemo not only has all that – it is all that. If that makes sense. This is one of the best family ski areas in the country. It feels like – it is – a supersized version of the busy ski areas in Massachusetts or Connecticut, a giant Wachusett or Catamount or Mohawk Mountain: unintimidating, wide-open, freewheeling, and quirky in its own overgroomed, overbusy way.If you hit it right, Okemo will give you bumps and glades and even, on a weekday, wide-open trails all to yourself. But that's not the typical Okemo experience, and it's not the point of the place. This is New England's friendly giant, a meandering mass of humanity, grinning and gripping and slightly frazzled, a disjointed but united-by-snow collective that, together, define Okemo as much as the mountain itself.Okemo on a stormy day in November 2021. Video by Stuart Winchester.Podcast NotesOn last summer's flooding in Okemo and LudlowI mean yowza:I hate to keep harping on New Englander's work ethic, but…I reset the same “dang New England you're badass” narrative that I brought up with Sunday River GM Brian Heon on the podcast a few weeks ago. I'm not from New England and I've never even lived there, and I'm from a region with the same sort of get-after-it problem-solver mentality and work ethic. But I'm still amazed at how every time New England gets smashed over the head with a frying pan, they just look annoyed for five minutes, put on a Band-Aid, and keep moving.On the fate of Plymouth, Bromley, Ascutney, and Plymouth/RoundtopSchmidt and I discuss several Vermont ski areas whose circa-1980s size rivaled that of Okemo's at the time. Here, for context, was Okemo before the Muellers arrived in 1982:It's hard to tell from the trailmap, but only four of the 10 or so lifts shown above were chairlifts. Today, Okemo has grown into Vermont's fourth-largest ski area by skiable acres (though I have reason to doubt the accuracy of the ski resort's self-reported tallies; Stowe, Sugarbush, and Jay all ski at least as big as Okemo, but officially report fewer skiable acres).Anyway, in the early ‘80s, Magic, Bromley, Ascutney, and Plymouth/Roundtop were approximate peers to Okemo. Bromley ran mostly chairlifts, and has evolved the most of this group, but it is far smaller than Okemo today. The mountain has always been well-managed, so it wasn't entirely fair to stick it in with this group, but the context is important here: Bromley today is roughly the same size that it was 40 years ago:Ascutney sold a 1,400-plus-foot vertical drop and a thick trail network in this 1982 trailmap. But the place went bust and sold its high-speed quad in 2012 (it's now the main lift at Vail-owned Crotched). Today, Ascutney consists of a lower-mountain ropetow and T-bar that rises just 450 vertical feet (you can still skin or hike the upper mountain trails).Magic, in the early ‘80s, was basically the same size it is today:A merger with now-private and liftless (but still skiable from Magic), Timber Ridge briefly supersized the place before it went out of business for a large part of the ‘90s:When Magic recovered from its long shutdown, it reverted to its historic footprint (with extensive glade skiing that either didn't exist or went unmarked in the ‘80s):And then there was Round Top, a 1,300-foot sometime private ski area also known as Bear Creek and Plymouth Notch. The area has sat idle since 2018, though the chairlifts are, last I checked, intact, and it can be yours for $6.5 million.Seriously you can buy it:On Okemo's expansion progressionThe Muellers' improbable transformation of Okemo into a New England Major happened in big chunks. First, they opened the Solitude area for the 1987-88 ski season:In 1994, South Face, far looker's left, opened a new pod of steeper runs toward the summit:The small Morningstar pod, located in the lower-right-hand corner of the trailmap, opened in 1995, mostly to serve a real estate development:The most dramatic change came in 2003, when Okemo opened the sprawling Jackson Gore complex:On Vermont Act 250It's nearly impossible to discuss Vermont skiing without referencing the infamous Act 250, which is, according to the official state website:…Vermont's land use and development law, enacted in 1970 at a time when Vermont was undergoing significant development pressure. The law provides a public, quasi-judicial process for reviewing and managing the environmental, social and fiscal consequences of major subdivisions and developments in Vermont. It assures that larger developments complement Vermont's unique landscape, economy and community needs. One of the strengths of Act 250 is the access it provides to neighbors and other interested parties to participate in the development review process. Applicants often work with neighbors, municipalities, state agencies and other interested groups to address concerns raised by a proposed development, resolving issues and mitigating impacts before a permit application is filed.As onerous as navigating Act 250 can seem, there is significantly more slopeside development in Vermont than in any other Northeastern state, and its large resorts are certainly more developed than anything in build-nothing New York.On the CNL lease structureSchmidt refers to “the CNL lease structure.” Here's what he was talking about: a company called CNL Lifestyle Properties once had a slick sideline in purchasing ski areas and leasing them back to the former owners. New England Ski History explains the historical context:As the banking crisis unfolded, many ski areas across the country transferred their debt into Real Estate Investment Trusts (REITs). On December 5, 2008, Triple Peaks transferred its privately held Mt. Sunapee assets to CNL Lifestyle Properties, Inc.. Triple Peaks then entered into a long agreement with CNL to maintain operational control.The site put together a timeline of the various resorts CNL once owned, including, from 2008 to '17, Okemo:On the proximity of Okemo to Mount Sunapee Though Okemo and Sunapee sit in different states, they're only an hour apart:I snapped this pic of Okemo from the Sunapee summit a couple years ago (super zoomed in):On Mount Sunapee's ownershipThe State of New Hampshire owns two ski areas: Cannon Mountain and Mount Sunapee. In 1998, after decades of debate on the subject, the state leased the latter to the Muellers. When Vail acquired Triple Peaks (Okemo, Sunapee, and Crested Butte), in 2019, they either inherited or renegotiated the lease. For whatever reason, the state continues to manage Cannon as part of Franconia Notch State Park. A portion of the lease revenue that Vail pays the state each year is earmarked for capital improvements at Cannon.On glades at Stratton and KillingtonOkemo's trail footprint is light on glades compared to many of the large Vermont ski areas. I point to Killington and Stratton, in particular, in the podcast, mostly due to their proximity to Okemo (every Vermont ski area from Sugarbush on north has a vast glade network). Though it's just 20 minutes away, Killington rakes in around double Okemo's snowfall in an average winter, and the ski area maintains glades all over the mountain:Stratton, 40 minutes south, also averages more snow than Okemo and is a sneaky good glade mountain. It's easy to spend all day in the trees there when the snow's deep (and it's deep more often than you might think):On Okemo's historic pass pricesWe can have mountain-to-mountain debates over the impact Vail Resorts has on the resorts it purchases, but one thing that's inarguable: season pass prices typically plummet when the company acquires ski areas. Check out New England Ski History's itemization of Okemo pass prices over the years – that huge drop in 2018-19 represents the ownership shift and that year's cost of an Epic Local Pass (lift ticket and pass prices listed below are the maximum for that season):But, yeah, those day-ticket prices. Yikes.The Storm explores the world of lift-served skiing all year long. Join us.The Storm publishes year-round, and guarantees 100 articles per year. This is article 25/100 in 2024, and number 525 since launching on Oct. 13, 2019. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.stormskiing.com/subscribe

Which is a better investment: Properties vs. Real Estate Investment Trusts (REITs)? It's a common belief among Filipinos that real estate or property investment is the go-to choice for a secure investment. However, a new contender has been gaining popularity in the world of investments - Real Estate Investment Trusts or REITs. Which one is the better investment option? Join us in this video as we weigh the pros and cons of each and help you determine which one may be the right fit for you. Know more about Rampver Financials and how we can empower you for financial success: ⁠⁠⁠https://rampver.com/radio-inquire

Tue, 02 Apr 2024 22:00:00 +0000 https://finanzdialog.podigee.io/181-fd 3f0d2f8c9786afb983f709f33f1f3468 In dieser Episode unseres Finanzpodcasts diskutieren wir REIT-Anlagen, die faszinierende Welt der Immobilienaktien, bekannt als Real Estate Investment Trusts (REITs). Toni erläutert, wie REITs es Anlegern ermöglichen, mit relativ geringem Kapitaleinsatz in den Immobilienmarkt zu investieren, indem sie ähnlich wie Aktien an der Börse gehandelt werden. Er hebt die Hauptvorteile von REITs hervor, darunter die Möglichkeit zur Diversifikation, regelmäßige Einkünfte durch Dividenden und hohe Transparenz durch Börsennotierung. Trotz der attraktiven Chancen warnen wir auch vor potenziellen Risiken, wie dem allgemeinen Marktrisiko und steuerlichen Aspekten, und betonen die Wichtigkeit einer fundierten Anlagestrategie. DIALOG MODERIERT Volker Pietzsch Finanzstratege Antonio Sommese LINKS Sommese & Kollegen | Ihr Vermögen sicher klug aufbauen Webinar Wissen | Sommese & Kollegen full no Finanzstrategie Sommese & Kollegen GmbH

What you need to know about the advantages and risks of investing in gold. Today's Stocks & Topics: SWBI - Smith & Wesson Brands Inc., OPP - RiverNorth/DoubleLine Strategic Opportunity Fund Inc., Entry Point, Housing Market, URNM - Sprott Uranium Miners ETF, KO - Coca-Cola Co. Justin's PERSPECTIVE concerns the history of Real Estate Investment Trusts (REITs).Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Unearth the golden opportunities that REITs and Limited Partnerships offer with Ken from Capo Advantage Tutoring. First off, Ken dives into Real Estate Investment Trusts (REITs) - an investment option where you're buying shares of a vast real estate portfolio and reaping advantages of diversification, more liquidity, and tax benefits. Unwrap the mystery around REITs as Ken explains the types - Equity REITs, MREITs, Public Non-listed REITs, and Private REITs, expressing their unique functionalities, advantages, and their exciting nature of allowing regular people to invest in real estate seamlessly. Moving to the realm of Limited Partnerships, Ken expounds on their structure, tax benefits, and different types which include Real Estate Limited Partnerships, Equipment Leasing, and Oil and Gas. Discover in detail about the risks, rewards, and tax write-offs associated with the three categories of Oil and Gas partnerships - Wildcat, Developmental, and Income. This comprehensive guide offers a deep understanding of complex investment avenues, from their initial setup to their financial implications, revealing an overlooked yet profitable world of real estate and its associated ventures.

Are you ready to explore the dynamic world of Real Estate Investment Trusts (REITs)? Dr. John Worth is an expert in economics and the Executive Vice President of Research and Investment Outreach in a REIT, and he joins us to share his deep understanding of REITs, their crucial role in a diversified portfolio, and how they perform in today's economic environment. You can find show notes, resources and more at: http://tinyurl.com/mzw84wsh

Considering becoming a landlord through rental property? Do the returns justify the hassles involved? After insurance, mortgage payments, repairs, and/or marketing costs, a rental home isn't the cash cow you might think it is. Bob and Shawn discuss the pros and cons of rentals while providing some alternative options to consider. Instead, Real Estate Investment Trusts (REITs) may be a better option for the average investor. They explain that REITs allow investors to access a diversified portfolio of properties across various sectors, such as industrial, retail, lodging, healthcare, and more.

Inflation Numbers While the headline inflation numbers were above estimates, I wouldn't say there were really any surprises in the Consumer Price Index (CPI) report. Headline CPI rose 3.4% vs the estimate of 3.2% and core CPI rose 3.9% vs the estimate of 3.8%. Although it was slightly higher than anticipated, progress is still being made on the inflation fight and core CPI registered its lowest reading since May 2021. As it has been the case for many months, the shelter index was the major contributor as the annual increase of 6.2% accounted for about two-thirds of the rise in inflation. Other areas that remained problematic included motor vehicle insurance (+20.3%), admission to sporting events (+14.9%), and motor vehicle repair (+10.3%). One area I found interesting was food, the entire index increased just 2.7% from last year but the divide between at home and away from home has widened substantially. The at home index showed an increase of just 1.3% compared to the away from home index which grew 5.2%. I believe this divide will remain due to the demand for dining out and the wage pressure restaurants and bars are facing. Overall, I don't think this report moves the needle one way or another for the Fed and I believe rate cuts will start in the back half of the year. PPI More good news on the inflation front, as the Producer Price Index (PPI) showed an increase of just 1.0% compared to last year. Core PPI, which excludes food and energy, was up just 2.5% compared to last year. This points to more good news ahead on the inflation front as the PPI is normally a leading indicator. REITs With what I believe was the last rate hike of the cycle in the books, one area to evaluate is real estate. I'm not talking about single family homes or private investments, but rather looking at public Real Estate Investment Trusts (REITs). These trade on the stock exchange, but instead of owning a business you will own the real estate that is bought within the trust. I believe there are many great values in the public real estate market at this time when analyzing the cash flows that an investor receives and historically REITs have outperformed the S&P 500 index by approximately 4.5 percentage points in the 12 months following the last interest-rate hike in a cycle. Looking at the last three hiking cycles, REITs have had an average total return of 19% in the 12 months following the last hike in a cycle. I believe the right real estate in the portfolio is a great area to look for value as we look down the road 2-3 years, not to mention many of these REITs have great dividend yields. Bitcoin ETF The hype for the bitcoin ETF is at all-time highs, as the SEC has now approved them for investments. We still don't understand why people would want to buy an ETF that holds just one product like bitcoin. But for those who do, the fees are out and Fidelity has disclosed they will charge .39% annually for holding bitcoin. Their ETF competitors Invesco and crypto firm galaxy will charge 0.59% for holding bitcoin. I'm sure you've heard of the Grayscale bitcoin trust which charged an annual fee of 2% on the assets, they have now reduced that fee to 1.5% since it is now an ETF. I still believe this is hype, where the rumor will be far better than the news. I would not be surprised that for 2024 bitcoin is currently trading around its highs for the year.   Financial Planning: Social Security Spousal Benefits Social Security spousal benefits come into play when one spouse has little to no earnings history. In this case their own social security benefits would be low, so they can claim a spousal benefit from the spouse that did work. There's a common misconception that it's ½ of the higher earning spouse's amount, but the actual calculation is ½ of the working spouse's full retirement age amount and the non-working spouse would need to apply at their own full retirement age. The working spouse may apply at any point between age 62 and 70 and the spousal benefit is still ½ of their age 67 amount. The non-working spouse may collect as early as age 62, but they will receive a reduced benefit for every month they collect before age 67. Upon reaching age 67, they do not receive a larger benefit by waiting any longer. The only other caveat is the working spouse must be collecting social security for the non-working spouse to collect a spousal benefit. In situations where the higher earning spouse is not collecting social security because they are still working or they are waiting until age 70, this prevents the non-working spouse from collecting. If the non-working spouse has reached age 67, benefits are being permanently lost. This is compounded by the fact that the spousal benefits will only last until the death of either spouse because only the higher social security benefit is retained by a surviving spouse. This is one of several instances where it is better to collect Social Security sooner rather than later.  

With many public real estate funds housed in the S&P 500, you may be investing in real estate without even knowing it. As the third largest asset class, 45% of American households invest in real estate. That may seem too vast to be true, but a guest joins the guys to explain investing in Real Estate Investment Trusts (REITs), public versus private markets and ways to earn income from real estate.      LINKS: cainwatters.com Submit a Question Facebook | YouTube    

Welcome to "Ahead in the Count" presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, or cmurray@bipwealth.com.  Assessing Potential ROI: The discussion kicks off with a focus on assessing the potential return on investment (ROI) in the current housing market. Kyle Schmidt and John Hester shed light on the dual perspectives of real estate – as an investment opportunity and as a primary residence. They emphasize the impact of fluctuating interest rates on profit margins and highlight the challenges posed by higher rates in today's market. Current Challenges in Affordability: One of the hot topics in the housing market is the issue of affordability. The hosts acknowledge the current challenges, citing low inventory as a significant factor driving up prices. They discuss the difficulty in predicting when houses will become more affordable for the majority and touch upon the impact of interest rates on this equation. Despite the uncertainty, they provide insights into the competitive rental market, offering a ray of hope for those currently renting. Factors Influencing Investment Decisions: John and Kyle delve into the key metrics and considerations that play a crucial role in making investment decisions. Whether it's evaluating location, convenience, or the potential for future family growth, these factors differ significantly for those looking to invest versus those seeking a primary residence. They stress the importance of understanding the distinction and making informed decisions based on individual priorities. Peace of Mind and Real Estate: A standout point in the conversation is the importance of peace of mind in real estate decisions. Whether it's managing an investment property or choosing a primary residence, the hosts highlight the intangible aspects that should not be overlooked. The emotional component of homeownership, especially for primary residences, goes beyond mere financial considerations. Diversification for Risk Mitigation: In a shifting economic climate, diversification is key to mitigating risks. Kyle and John introduce various ways to diversify a housing market portfolio, including Real Estate Investment Trusts (REITs) and private real estate investments. They emphasize the hands-off approach these options offer, allowing investors to participate in the real estate market without the day-to-day hassles.

It's the final webinar of the year and it did not disappoint. Industry experts Jane Sauls, Nick Newcomb, and Ginny Sutton talked the good, bad, and ugly of 2023 along with a few predictions for 2024. They discussed the impact of decreased rental activity, rising costs, and tenant issues, along with the crucial role of technology adoption in staying competitive. The episode also covers market consolidation, the importance of customer service and community engagement, and strategies for improving occupancy and retention. Insights into operational challenges, the influence of Real Estate Investment Trusts (REITs), and predictions for 2024 rounded out our comprehensive look at the state of the storage industry in 2023. Hosts: Tommy Nguyen & Melissa Huff Guests: Jane Sauls, Nick Newcomb, and Ginny Sutton Brought to you by the teams at StoragePug and Lighthouse Storage Solutions

Ever wondered how Moody's recent credit downgrade could sway the real estate market's tides? Join hosts Jeanette, Ellie, and Ryan in this insightful episode as they unpack the intricate dance between economic shifts and real estate investments. We dissect the complexities behind Biden's initiative to offer federal land for affordable housing development and the stark realities investors need to consider. Offering free land sounds tempting, but complexities arise from zoning, permits, and uncertain returns. This innovation might not be the golden ticket everyone hopes for! Moreover, the recent Moody's U.S. credit downgrade has sparked concerns among savvy investors. From federal debt implications to the volatility of treasury bonds, we're exploring how these shifts can potentially impact investors' financial stability. Tune in as we unravel the myths around the liquidity of REITs and discover why the private sector might be a beacon of stability in these turbulent times. Key Discussion Points: Moody's Credit Downgrade Impact: Dive into the potential implications of Moody's downgrading the U.S. credit rating, examining the historical context and how it affects investor return expectations. Real Estate Vulnerability Amid Economic Uncertainties: Understand the vulnerability of different investment avenues such as stocks and real estate during economic shifts. Highlight the advantages and potential risks associated with diversified investments. Insights on Liquidity in REITs: Clarify the misconceptions around the liquidity of Real Estate Investment Trusts (REITs), comparing publicly traded REITs and non-traded REITs. Explore the challenges and nuances of liquidating REIT assets during times of crisis. Impact on Real Estate Investment Opportunities: Analyze the strategies employed by REITs in dealing with liquidity crises, shedding light on the types of assets being offloaded. Uncover how private sector investments might offer relative stability amidst economic turmoil. Examining Real Estate Market Dynamics: Delve into the market dynamics, discussing underperforming assets, supply issues, and collection challenges faced by REITs. Explore how the current economic climate impacts deal structures and debt obligations in real estate transactions. Future Outlook and Investor Insights: Discuss the potential future trends in the real estate market post-Moody's credit downgrade. Offer investor-centric insights and highlight opportunities while navigating through the uncertainties. Join us as we delve deep, challenge the status quo, and unveil the changing mindset of real estate investors. Whether you're a seasoned pro or just starting out, this episode promises a treasure trove of insights, strategies, and opportunities waiting to be unlocked. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. To reach Ellie & her team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. #RealEstate #InvestmentInsights #BidenInitiative #MoodyDowngrade #EconomicImpact #Investing101 #ReadyToScalePodcast #RealEstateInvestments #EconomicShifts BidenEconomicPolicy #MarketInsights #InvestmentStrategies #EconomicOutlook #RealEstateMarket #FinancialAnalysis #AssetDiversification #PrivateSectorInvesting #R2S  Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's self-storage industry, one of the biggest challenges we have today as small self-storage entrepreneurs is the rising disconnect between the rates quoted by Real Estate Investment Trusts (REITs) and the actual rental prices in the market, including their own effective rental rates. Let's look at how that affects small self-storage investors like us and a few solutions. **Online Courses at The Quickstart Academy** https://TheQuickStartAcademy.com/ **Listen on Apple Podcasts** https://podcasts.apple.com/us/podcast/creating-wealth-through-self-storage/id1588425875 **5 KPIs we measure** https://creatingwealththroughselfstorage.lpages.co/top-5-kpi-ebook/ **My blog** http://creatingwealththroughselfstorage.com/ **Facebook** https://www.facebook.com/markhelmselfstorage/ **Twitter** https://twitter.com/MarkHelmSelfst **The Storage World Analyzer** http://storageworldanalyzer.com/ **The QuickStart Academy Store** https://quick-start-academy.myshopify.com

In this episode, Ric examines the increasing adoption of Accessory Dwelling Units as affordable, independent living spaces for the elderly, and the financial implications for homeowners. Additionally, Ric discusses the investment prospects of data center Real Estate Investment Trusts (REITs), which are capitalizing on the exponential growth of digital data needs. He provides a detailed overview of how these REITs function and their significance in a modern investment portfolio.Subscribe to podcast updates: https://form.jotform.com/223614751580152Ask Ric: https://www.thetayf.com/pages/ask-ricRic's Books: https://www.amazon.com/stores/Ric-Edelman/author/B000APYJPM-----Links from today's show:Accessory Dwelling Unit (ADU): Definition, Cost, and Value Add: https://www.investopedia.com/terms/a/accessory-dwelling-unit-adu.asp#:~:text=An%20accessory%20dwelling%20unit%20(ADU)%20is%20a%20legal%20and%20regulatory,to%20house%20a%20family%20member.Real Estate Investment Trust (REIT): How They Work and How to Invest: https://www.investopedia.com/terms/r/reit.aspGlobal X Data Center REIT and Digital Infrastructure ETF (Symbol is VPN): https://www.globalxetfs.com/funds/vpn/?utm_source=google&utm_medium=cpc&utm_content=vpn&utm_campaign=search-----Follow Ric on social media:Facebook: https://www.facebook.com/RicEdelmanInstagram: https://www.instagram.com/ric_edelman/ LinkedIn: https://www.linkedin.com/in/ricedelman/X (formerly Twitter): https://twitter.com/ricedelman YouTube: https://www.youtube.com/@RicEdelman-----Brought to you by:Global X ETFs: https://www.globalxetfs.com/Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.htmlSchwab: https://www.schwab.com/Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee-----

Dive into the world of real estate funds in this enlightening episode. The host demystifies the concept of investing in real estate funds, drawing parallels between such investments and stocks. They elaborate on the difference between publicly traded entities and private real estate funds, as well as the roles of limited and general partners within the investment framework. The episode also touches on the distinctions between Real Estate Investment Trusts (REITs) and real estate funds, highlighting the significance of relationships in private fund investing and the advantages of diversification away from the stock market's volatility.

Tonspur der Veranstaltung vom 21. September 2023: Mit der Oktober-Folge der Schatzmeister schließen wir unsere Anlageklassen-Trilogie ab. Die Schatzmeister, das sind Alex Fischer, Lars Wrobbel und meine Person. In unserem kostenlosen und monatlichen Echtzeitformat sprechen wir über Dividendenaktien, REITs und sonstige ausschüttungsstarke Wertpapiere sowie außerbörsliche Anlagen wie P2P-Kredite und Krypto-Lending. Darüber hinaus diskutieren wir mit Gästen wie Zuschauern und beantworten deren Fragen. In der aktuellen Ausgabe unserer illustren Dreierrunde legen wir den Fokus ein letztes Mal auf eine spezielle Anlageklasse. Nach den P2P-Krediten in Folge 17 und den Real Estate Investment Trusts (REITs) in Folge 18 widmen wir uns diesmal den klassischen Dividendenaktien, in die tatsächlich jeder von uns, der eine mehr, der andere weniger, investiert ist. Vorab gibt es wie gewohnt die Neuigkeiten aus der Blogosphäre und unseren Portfolios sowie einen Ausblick auf unsere Planungen in Richtung Jahresende. Und somit gehen wir in dieser Schatzmeister-Folge unter anderem diesen Fragen auf den Grund: Wie sind unsere Dividendenaktien dieses Jahr gelaufen? Warum war der September für Stillhalter sehr schwierig? Welche Dividendenaktien beabsichtigen wir zu veräußern? Was halten wir generell von deutschen Dividendenaktien? Wie sieht es aktuell mit Krypto-Lending und -Staking aus? Wieso streben Lars und ich eher mehr Sammelanlagen an? Wie wichtig ist bei der Einzelaktien-Anlage der Spaßfaktor? Was sind die Chancen und Grenzen der Aktienanalyse? Der Sponsor dieser Podcast-Folge ist Companisto, der Marktführer unter den Netzwerken für Privatinvestoren im deutschsprachigen Raum. Über die gleichnamige Plattform können Anleger in innovative Startups und Wachstumsunternehmen ab 250 € investieren und sich mit anderen gleichgesinnten Investoren vernetzen.

3 Objectives for Successful Investing20th century humorist Will Rogers once said, “I'm not so much interested in the return on my money as I am in the return of my money. It's a funny line, but also something every investor should keep in mind. What are the objectives you should consider when risking your money? We'll give you three of them today on Faith and Finance.Here are 3 Objectives for Successful Investing: UNDERSTANDING INVESTING OBJECTIVES:  Rob West clarifies the difference between an objective and a goal, emphasizing the significance of objectives in the investment journey.There are three main objectives in successful investing: safety, income, and growth. The more prominence one has, the lesser the other two will have. SAFETY: It's the primary objective investors usually want.Though no investment is entirely safe, government-issued bonds are considered the safest, backed by the U.S. government's full faith and credit.AAA-rated corporate bonds from large stable companies like Apple or Amazon are nearly as safe.Other relatively safe investments include the "money market," which covers Treasury bills, CDs, commercial paper, and bankers' acceptance slips.However, with safety comes the "opportunity cost." For instance, funds in CDs might be safe but could forego higher potential returns from more aggressive investments.INCOME:  Income-centric investors are usually retirees looking for a steady stream of income and are willing to take on slightly more risk.They may choose government and corporate bonds but are also open to Double-A, A, or Triple-B rated bonds for higher income despite the increased risk.Some might venture into purchasing preferred stock shares or dividend-paying common stocks. CAPITAL GROWTH:  Capital growth is the increase in value realized upon selling the asset.Investments in this category include stocks, mutual funds, index funds, exchange-traded funds, precious metals, and real estate.While these investments carry more risk than safety and income categories, they hold the promise of potentially higher returns over time. CONCLUSION: Investors need to determine the right balance between safety, income, and growth based on their financial goals and risk tolerance.On today's program, Rob also answers listener questions:  Giovanni (Florida): Why don't some ministries that provide health care coverage explicitly mention that they don't cover pre-existing conditions?Donna (Fort Lauderdale, Florida): How do I choose the right Real Estate Investment Trusts (REITs) to invest the $70,000 I earned from a property sale, and how can I ensure they're reliable?Kevin (Charleston, South Carolina): Should I use the excess from my emergency fund, which is more than three months of income, to purchase a used vehicle?Paul (Chicago): What's the difference between term and whole life insurance, and which one is better for investment?Michelle (Wheaton, Illinois): Will consolidating my debt through Trinity debt consolidation affect my credit score, especially since I'll need a new car lease soon? RESOURCES MENTIONED: Sound Mind InvestingKingdom AdvisorsChristian Credit Counselors Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network as well as American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community, and give as we expand our outreach.      Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Do you dream of a life where money flows in, even while you sleep? In this solo episode of the Happy Hustle Podcast, we're diving into a topic that can set you on the path to financial freedom. This was inspired by none other than Mr. Pat Flynn, a friend and recent guest on the Happy Hustle Podcast. Pat is the guru of smart passive income, and our conversation got me thinking about the various ways one can create income streams that practically run on autopilot. Now, I say "almost" passive because, let's be real, you'll need to put in some elbow grease initially to set them up. But once the wheels are turning, you can sit back, relax, and watch the magic happen. These income streams can grant you more creative freedom, time freedom, and of course, that sweet, sweet financial freedom.Here are the 14 almost passive income streams that can change your life:Online Courses: Share your expertise and knowledge by creating online courses. Once they're up and running, they can generate income while you sip your morning coffee.Recurring Memberships: Build a loyal community with recurring membership models. Your tribe pays monthly for valuable content or services.Affiliates: Partner with companies and promote their products. Earn a commission for every sale made through your unique affiliate link.Sponsorships: If you have a blog, podcast, or YouTube channel, companies may pay you to endorse their products or services. Real Estate: Consider rental income or Real Estate Investment Trusts (REITs) to profit from property investments.Dividend Stocks: Invest in stocks that pay dividends. Your portfolio can turn into a dividend-producing cash cow.SaaS (Software as a Service): Create and sell software or apps that provide solutions to specific problems. Subscriptions can lead to steady income.YouTube Channel: Turn your passion into profits by starting a YouTube channel. Ad revenue and sponsorships can roll in once you build an audience.Revenue Share in Business: Invest in businesses and get a share of the profits. It's like owning a piece of the pie without the day-to-day hassles.Royalties: If you're a creative genius, royalties from your music, books, or inventions can provide a continuous stream of income.Interest from Savings & Bonds: Put your money to work in savings accounts or bonds. They may not make you rich overnight, but they'll steadily grow your wealth.Franchise Ownership: Invest in a franchise business. Once it's up and running, you can let the managers handle the daily operations.Automated Drop Shipping: Set up an e-commerce business with drop shipping. After the initial setup, automated processes can handle the rest.Email Lists: Build a mailing list of engaged subscribers. You can earn by promoting products, services, or your own valuable content.These 14 almost passive income streams have the potential to transform your financial reality. So, what are you waiting for? It's time to take action and start building your path to financial freedom.Connect with Cary!https://www.instagram.com/cary__jack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featuredGet a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance https://www.thehappyhustlebook.com/Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course http://www.thehappyhustle.com/JourneyApply to the Montana Mastermind Epic Camping Adventure https://caryjack.com/montana“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode sponsor Are you tired of lying awake at night, burdened by endless thoughts and worries about your upcoming day? The lack of quality sleep not only drains your energy levels but also affects your overall productivity and well-being. But fear not, because we have the perfect solution for you: Magnesium Breakthrough!Magnesium Breakthrough is the ultimate game changer when it comes to solving sleep problems. Designed to help you wind down after a stressful day, this revolutionary supplement will transform your sleep experience from restless tossing and turning to the most relaxing slumber you've ever had. Say goodbye to waking up groggy and hello to vibrant energy levels throughout the day!What sets Magnesium Breakthrough apart from other magnesium supplements is its unparalleled effectiveness. Unlike traditional options that only contain 1-2 forms of magnesium, Magnesium Breakthrough combines all 7 key forms of magnesium. This unique blend ensures that you have a relaxed response to stressful situations, allowing you to face each day with a calm and collected mindset.Don't let sleepless nights and low energy levels hold you back from living your best life. Experience the remarkable benefits of Magnesium Breakthrough and regain control over your sleep and energy. Your body and mind deserve it!But that's not all – we have an exclusive offer just for you, our valued listeners! Visit magnesiumbreakthrough.com/hustle today and use the promo code "hustle" during checkout to save 10 percent on your purchase. It's time to invest in your well-being and embrace the most restful sleep you've ever had.Say goodbye to sleepless nights and hello to energized days with Magnesium Breakthrough. Your path to a revitalized life starts now!

Tonspur der Veranstaltung vom 17. August 2023: Nach einer ausgedehnten Sommerpause steht endlich wieder eine neue Folge der Schatzmeister ins Haus! Die Schatzmeister, das sind Alex Fischer, Lars Wrobbel und meine Person. In unserem kostenlosen und monatlichen Echtzeitformat sprechen wir über Dividendenaktien, REITs und sonstige ausschüttungsstarke Wertpapiere sowie außerbörsliche Anlagen wie P2P-Kredite und Krypto-Lending. Darüber hinaus diskutieren wir mit Gästen wie Zuschauern und beantworten deren Fragen. In der August-Folge unseres gemeinsamen Formats nehmen wir erneut eine spezielle Anlageklasse ins Visier. Nach den P2P-Krediten in der vergangenen Ausgabe liegt unser Schwerpunkt diesmal auf den Real Estate Investment Trusts (REITs) und unsere sonstigen Immobilieninvestments - denn tatsächlich ist ein jeder von uns in Betongold investiert. Zuvor schildern wir jedoch noch unsere Urlaubseindrücke und was sich über die Sommerpause in unseren Portfolio getan hat. In der kommenden Ausgabe der Schatzmeister schließen wir die Themenreihe dann mit der Besprechung der Dividendenaktien ab. In dieser Schatzmeister-Folge drehte sich unser Gespräch beziehungsweise unsere Diskussion vor allem um folgende Aspekte: Wie haben wir jeweils unsere Sommerpause verbracht? Was hat sich in unseren Wertpapierdepots seitdem getan? Welche Renditen konnten wir bisher in 2023 realisieren? Wie sieht es zwei Jahre nach dem Hochwasser im Ahrtal aus? Welche interessante Wanderroute peilt Lars demnächst an? Wie und wo machen Thailänder in Thailand Sommerurlaub? Welchen Portfolioanteil haben wir in welche REITs investiert? Wie sind wir jeweils darüber hinaus in Immobilien veranlagt? Der Sponsor dieser Podcast-Folge ist Companisto, der Marktführer unter den Netzwerken für Privatinvestoren im deutschsprachigen Raum. Über die gleichnamige Plattform können Anleger in innovative Startups und Wachstumsunternehmen ab 250 € investieren und sich mit anderen gleichgesinnten Investoren vernetzen.

Jim joins the show to talk about why having a lot of money or a plan for your money is not what brings you lasting happiness and purpose in retirement. Paul and Jim look at an article called “The Top 5 Regrets of the Dying” and share some insight into how you can prepare to live some of your best years after your career is over. Listen along as these advisors share some top regrets that people have at the end of their lives and how you can learn from their experiences.  Later in the episode, Paul is shocked to see so many Real Estate Investment Trusts (REITs) and cautions investors that the risk of these products is very high. Paul and Jim want investors to know that these products are not very liquid and sales people use “hot” real estate markets to convince investors that they enjoy some of the wealth in real estate.   For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

The Calgary real estate market is dynamic, with fluctuating trends and ever-evolving investment opportunities. Aspiring investors and seasoned professionals are challenged to find avenues that offer stability, growth, and attractive returns. In this pursuit, Natasha Phipps emerges as a prominent figure, shedding light on a lesser-known yet powerful investment vehicle—private Real Estate Investment Trusts (REITs). In this episode, you will be able to: Unearth the advantages of multifamily real estate investing in Calgary. Turn the tide with strategic investments in underperforming properties. Establish a hands-on approach to property management, even from a distance. Unlock the intriguing territory of private real estate investment trusts (REITs). Equip yourself with the latest trends ruling Calgary's vibrant real estate market. Hailing from Calgary, Natasha passionately advocates multifamily real estate investing. With a wealth of experience as a valued leader of Phipps Real Estate Group, she also brings a fresh perspective from her latest Private Real Estate Investment Trusts (REITs) venture. Her primary focus is guiding investors toward multifamily properties that offer stability and tremendous growth potential. Her remarkable ability to identify underperforming assets and devise effective strategies for asset improvement has garnered widespread acclaim. Beyond her professional accomplishments, she finds fulfillment in sharing her expertise and personal experiences. She is dedicated to helping others capitalize on the exciting opportunities presented by Calgary's dynamic real estate market. Get in touch with Natasha Phippshttps://wealthshare.ca/https://phippsgroup.ca/https://www.linkedin.com/in/natasha-phipps/https://www.facebook.com/calgarybuyandsellrealestate/https://www.instagram.com/phippsrealestategroup/ Brought to you in part byBM Select/Butler Mortgage - https://bmselect.ca/

Discover what Real Estate Investment Trusts (REITs) are and whether or not they are good for you to invest in. Plus, learn the pros and cons, advantages and disadvantages of investing in Real Estate Investment Trusts (REITs) versus actual commercial properties.

The advantage of investing in a pooled fund of Real Estate Investment Trusts (REITs) is that investors don't need extensive knowledge about the underlying assets. Active managers such as Rogier Quirijns, co-manager of the Cohen & Steers European Real Estate Securities fund, handle the selection of properties and the broadening sectors within real estate, such as office spaces, retail, data centres, and self-storage, on your behalf. Rogier discusses the negative impact of inflation overshooting and the subsequent increase in interest rates, which primarily affected the listed real estate market. However, he also mentions that inflation can be a benefit by increasing rental income. He then turns to the defensive nature of the sector when discussing recession. We finish with the opportunities for investing in undervalued assets, such as German residential properties.What's covered in this episode: What is a REIT? What are the advantages of REITs? How the sector has broadened out into new sub-sectorsWhat caused the challenging period of real estate assets in 2022How inflation can benefit real estateThe defensive characteristics of real estatePotential catalysts for the asset classThe strong pricing power in self-storage Opportunities in German residential propertiesThe impact of higher interest rates on mortgagesMore about this fund: This fund employs a proven and reliable approach that enables its well-resourced team to navigate the market, aiming to provide consistent returns that surpass the overall market performance. The European real estate market is influenced by a multitude of factors, but the expertise and resources of Rogier and the team empower them to analyse all available information and construct a risk-conscious portfolio.Learn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

Are you looking to diversify your portfolio? Are you a passive investor just starting out or with limited cash? This episode discusses Real Estate Investment Trusts (REITs) as a great option for passive investors. Justin will review both public and private REITs, discussing their pros and cons. Learn about the two types of REITs, where they can be listed, how liquid they are, dividends, entry points, performance history, and more. Tune in to understand how REITs fit into real estate investment portfolios and what other options might be available for investors with more cash and higher return profiles. Join in as Justin explores the potential of REITs in building a diversified portfolio and learn how to get started in real estate investing![00:01 - 06:03] Start Investing in Real Estate Investment Trusts (REITs) for Passive Portfolio DiversificationReal estate investment trusts (REITs) are great tools for passive investors, especially those just starting out or with lower cash to investTwo types of REITs: public and privatePublic REITs are listed on the public markets, 100% liquid, and usually have higher dividend payoutsPrivate REITs are investments in the real estate itself, illiquid, and usually have a minimum entry point of a few hundred dollarsREITs are nameless and faceless to the investor due to fractional investingQuotes:"Public REITs are stocks; they tend to react to the stock market. When the markets are down, public REITs tend to take a hit as well, even if the properties within that REIT are doing very well." - Justin Moy"One of the most important aspects of getting started in real estate is just starting that process. So REITs make for a great tool to get in the game and get your money working for you." - Justin MoyWant to invest with us? Schedule a brief call here. Get in touch: Justin@arealminvestor.com and let me know what topics you'd like me to cover or what guests I should have on.If you like our content, please give us a rating on the platform you're listening on!

Tonspur der Veranstaltung vom 15. Juni 2023: Die Juni-Folge unseres gemeinsamen Formats stand unbeabsichtigt im Zeichen der P2P-Kredite, zuvor diskutieren wir ein Potpourri unterschiedlicher Themen. Die Schatzmeister, das sind Alex Fischer, Lars Wrobbel und meine Person. In unserem kostenlosen und monatlichen Echtzeitformat sprechen wir über Dividendenaktien, REITs und sonstige ausschüttungsstarke Wertpapiere sowie außerbörsliche Anlagen wie P2P-Kredite und Krypto-Lending. Darüber hinaus diskutieren wir mit Gästen wie Zuschauern und beantworten deren Fragen. Ursprünglich hatten wir geplant, in der aktuellen Ausgabe der Schatzmeister drei unterschiedliche Anlageklassen detailliert unter die Lupe zu nehmen, nämlich P2P-Kredite, Real Estate Investment Trusts (REITs) und Dividendenaktien. Allerdings zog sich diesmal die turnusmäßige Besprechung zu unseren Portfolios, Investitionen und Neuigkeiten berechtigterweise derart in die Länge, dass wir schließlich trotz 76 Minuten Dauer ausschließlich bei den P2P-Krediten hängengeblieben sind. Die beiden anderen Themen holen wir natürlich nach! In der bisher längsten Folge der Schatzmeister haben wir uns dabei insbesondere folgenden Fragestellungen gewidmet: Wen haben wir als Sponsor für unser Format mitgebracht? Was haben wir seit der letzten Zusammenkunft unternommen? Werden Finfluencer in Zukunft überwacht und reguliert? Wie können deutsche Anleger in kambodschanische Casinos investieren? Welche Glanz- und Schattenseiten hat der Technologiesektor in den letzten beiden Jahren offenbart? Wie läuft der Besuch einer Hauptversammlung ab? Was hat sich auf dem deutschen Biermarkt im vergangenen Jahr getan? Wie steht es um russische und ukrainische Kredite? Der Sponsor dieser Podcast-Folge ist Companisto, der Marktführer unter den Netzwerken für Privatinvestoren im deutschsprachigen Raum. Über die gleichnamige Plattform können Anleger in innovative Startups und Wachstumsunternehmen ab 250 € investieren und sich mit anderen gleichgesinnten Investoren vernetzen.

https://youtu.be/x981Nxoe_4sTry VectorVest for only $0.99  ➥➥➥ https://www.vectorvest.com/YTVectorVest Merch Store  ➥➥➥ https://vectorvest.com/MerchandiseIn this video, we discuss whether it is the right time to invest in Real Estate Investment Trusts (REITs) and provide useful tips and insights to help you make an informed decision. With the current economic climate and pandemic impacting the real estate market, it's important to evaluate this investment option carefully. We explore the potential benefits of REITs, the risks involved, and how to choose the right REITs to invest in. Additionally, we share some key indicators to consider, such as interest rates, supply and demand, and market trends to help you navigate this investment. We also provide some final thoughts on why now might be a good time to consider adding REITs to your investment portfolio. With our tips and insights, you can make the best decision for your financial future. Watch now to learn more!Use this link for a FREE Stock Analysis Report ➥➥➥ vectorvest.com/YTFSASUBSCRIBE To The VectorVest Channel ➥➥➥ https://www.youtube.com/user/VectorVestMB/?sub_confirmation=1

This week's episode is all about Commercial Real Estate. There are growing vacancies nationwide, with much real estate debt due in 2025. We discuss the ramifications this has for the real estate market and all the industries it impacts directly.Most retail investors invest in real estate through Real Estate Investment Trusts (REITs) and we highlight how you can research these to make sure you are invested in the types of real estate that is most appropriate for you.

In the first episode of an investing-focused series, Evon dives into how stocks, bonds, Real Estate Investment Trusts (REITS), mutual funds, and ETFs work. At the end, he talks about the risk and return relationship between the different investments, and the role that stocks and bonds play in your investment portfolio. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:The Optometry Money Podcast Ep 34: Five Levers to Control Capital Gains on Your Tax ReturnThe Optometry Money Podcast Ep 15. Actions to Take During a Declining Stock MarketGet your FREE Financial Assessment!The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Welcome to the Foreclosure Deals Coach Podcast, hosted by Donny Coram. In this episode, we'll be discussing four different real estate investing strategies that can help you get started in the industry.First, we'll cover "House Hacking," a method that involves purchasing a property and living in one unit while renting out the others. This strategy can generate rental income and reduce your living expenses.Next, we'll explore "Wholesaling," which involves finding discounted properties and selling them to investors for a profit. This can be a quick way to get started in real estate investing without needing a lot of capital or credit.We'll also discuss "Real Estate Investment Trusts (REITs)," which are companies that own and operate income-producing real estate. Investing in a REIT can provide the benefits of diversification and allow you to invest in real estate without owning any physical property.Finally, we'll delve into "Foreclosure Flipping," a strategy that involves purchasing and renovating foreclosed properties for a profit. While this can be a fast way to make money in real estate, it's important to understand the local market and foreclosure process to minimize risk.Join us for this informative episode of the Foreclosure Deals Coach Podcast and learn how these real estate investing strategies can help you achieve your financial goals.Show Notes Want to get Started becoming a Real Estate Investor? Are you a real estate professional ready to transition into becoming a full time real estate investor? If so click this calendly link to schedule your coaching assessment call with Donny today. Find and Analyze Deals Like a professional. Get access to the software I use daily to find and figure out my number on the Deals. Click here to analyze deals with Privy.http://bit.ly/fdcprivy Join the conversation today. Facebook Group - Foreclosure Deals Coach http://fdcoachgroup.comFacebook Page - Foreclosure Deals Coach http://facebook.com/foreclosuredealscoach Want to learn more from Donny Coram? Download the FREE ebook "The Hidden Foreclosure Deals Market" I want my free ebook NOW! http://bit.ly/fdcbook

In this video, we'll perform an IRM stock analysis and figure out what the company looks like based on the numbers. We'll also try to figure out what a reasonable fair value is for Iron Mountain. And answer is Iron Mountain one of the best Real Estate Investment Trusts (REITs) to buy at the current price? Find out in the video above! Global Value's Iron Mountain Incorporated stock analysis. Check out Seeking Alpha Premium and score an annual plan for just $119 - that's 50% off! Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ Iron Mountain Incorporated ($IRM) | Iron Mountain Incorporated Stock Value Analysis | Iron Mountain Incorporated Stock Dividend Analysis | IRM Dividend Analysis | $IRM Dividend Analysis | Iron Mountain Incorporated Intrinsic Value | IRM Intrinsic Value | $IRM Intrinsic Value | Iron Mountain Intrinsic Value | Iron Mountain Incorporated Discounted Cash Flow Model | Iron Mountain Incorporated DCF Analysis | IRM Discounted Cash Flow Analysis | IRM DCF Model #IRM #IRMstock #REIT #REITs #stockmarket #dividend #stocks #investing #valueinvesting (Recorded December 10, 2022) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0. ➢ http://creativecommons.org/licenses/b... ➢ https://www.youtube.com/watch?v=sQCuf...

Let's kick off 2023 with some ways you can achieve financial security by investing in real estate! Chicago REALTOR® Mabél Guzmán shares how she prepares clients to invest in real estate and how she guides them to reach their goals. Learn how to get started in real estate investing and add investment properties to your portfolio with REALTOR® Peter West. And Cynthia Shelton from LandQwest Commercial Real Estate dives into Real Estate Investment Trusts (REITs) so you can invest in real estate without being a landlord. And is the coastal grandmother aesthetic Hot or Not? For more, follow Real Estate Today on Facebook, Twitter, and LinkedIn.

Don't forget to subscribe, leave a rating and a 5-star review. I will be shouting out all 5-star reviews on the show!This episode with Andre Albritton was exciting! Andre and I discussed a topic that's never been shared on the show, Real Estate Investment Trusts (REITS). We discuss how to get started, the advantages of REITS and more. How to find himIG- @themillenialsnextdoorGet your tickets for the Dallas Networking Event- https://bit.ly/bredbwr Learn how to invest out of state- https://www.outofstatemoney.com/ Access all of our resources on our website- https://www.blackrealestatedialogue.com/linksJoin the B.R.E.D. Investing Community- https://bit.ly/bredcommDownload my free guide Top 5 Down Payment Assistance Programs- https://bit.ly/dpassistance1Text BRED to 74121 to join our VIP Text List to get a free training and the latest updates!

Worries about inflation, slowing growth, and rising interest rates has led many investors to move away from growth stocks and look for dividends and stability.Real Estate Investment Trusts (REITs) have been a place where investors look for those aspects, with high dividend yields, liquidity, and the potential to improve diversification being key characteristics of REITs.However, with rates expected to increase for the remainder of the year, there is growing concern about the impact these increases will have on REITs. What can we expect?Join Tom and Tony to find out!

Worries about inflation, slowing growth, and rising interest rates has led many investors to move away from growth stocks and look for dividends and stability.Real Estate Investment Trusts (REITs) have been a place where investors look for those aspects, with high dividend yields, liquidity, and the potential to improve diversification being key characteristics of REITs.However, with rates expected to increase for the remainder of the year, there is growing concern about the impact these increases will have on REITs. What can we expect?Join Tom and Tony to find out!