Podcasts about reits

Don and Tom tackle investor “magical thinking,” especially the belief that private equity, non-traded REITs, and other illiquid “exclusive” investments offer hidden superior returns. They walk through Jason Zweig's recent reporting on a Florida pension fund that locked up money, paid higher fees, and earned under 1% a year. The conversation underscores why liquidity, transparency, and diversification matter far more than complexity or exclusivity. The episode also features listener questions on retirement withdrawal sequencing for a $9M portfolio, evaluating cash balance plans, and deciding between traditional vs. Roth 401(k) contributions. A recurring theme: boring portfolios win. 0:05 Magical thinking and the fantasy of “special” investments 1:52 Private equity realities: higher fees, no liquidity, often lower returns 2:46 The Indian Shores pension fund case 3:44 Withdrawal limits and 0.7% 5-year returns 4:34 Why endowments can do illiquid assets but you probably shouldn't 5:21 “Roach motel” investing and lack of transparency 8:35 How mutual funds must provide daily liquidity vs. private funds that don't 8:49 Excitement is bad; investing should be boring 9:54 Caller: $9M portfolio—withdraw taxable first or convert IRAs? 11:51 Traditional IRAs vs taxable sequencing strategy 14:17 Why taxable first lowers tax impact and preserves flexibility 16:03 Blackstone senior housing REIT losses and why “sure things” fail 17:39 Diversification protects you when single bets go bad 18:06 Why private deals appeal emotionally (exclusivity + status) 20:38 Caller: Tesla & concerns about private equity creeping into ETFs 23:07 Why mainstream ETFs won't adopt illiquid private assets 24:43 REIT ETFs behave more like stabilizing bond substitutes 26:02 LeaveMeAlone email-unsubscribe tool discovery 28:04 Listener questions: send via site or voice form 30:51 Cash balance plan concerns—likely a stable value/insurance product 33:08 Another listener: Edward Jones 401(k) with American Funds C-shares 34:30 High-fee small-plan 401(k)s—why they happen and how to fix 36:27 Caller: Should we switch to Roth 401(k) contributions? Probably not here. Learn more about your ad choices. Visit megaphone.fm/adchoices

The ASX smashed lower to finish the week off 59 points at 8770 (0.7%), with the week down 1.2%. Felt like a lot more really!  Banks came under pressure, coming off all-time highs as MQG was dumped 5.7% and WBC and CBA fell hard. The Big Bank Basket dropped to $295.13 (-1.1%). Financials and wealth managers continued to fall, with NWL off 2.6% and AMP down 2.9%. REITs were a mixed bag — GMG steady, while CHC slipped 1.2%. Industrials slid, with SGH down 1.6% and ALL off 2.0%, while the tech sector came under serious pressure — WTC down 2.7% and XRO off 2.5%. The All-Tech Index fell 2.2%.TLS bucked the trend on defensive buying, up 1.2%, while QAN landed 6.6% lower after an update. Resources were weaker too, as the big miners sold off — BHP down 0.8% and RIO off 1.3%. Gold miners were mixed, with NEM up 1.8% and EVN down 0.7%. Some buying appeared in rare earths, but uranium came under a little pressure.In corporate news, XYZ dropped 15.8% on a Q3 revenue miss, QAN fell again on a trading update, and OML slipped 6.0% after warning of a weaker finish to the year. REA came under pressure on results, but NWS rallied slightly on its own. AQZ crash-landed 42.7% after a voluntary suspension ended with a large profit drop and the MD stepping down. MQG became the latest blue-chip loser to be skewered, on disappointing results.On the economic front, nothing locally, but Chinese trade numbers disappointed and iron ore dropped again in Singapore trade.Asian markets - HK down 1.1%, China off 0.2% and Japan down 2%.  US Futures off lows, Nasdaq up 40 Dow up 50. European markets set for a slightly lower opening. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Doug Weill, founder and co-managing partner at Hodes Weill and Associates, joined the REIT Report podcast to discuss findings from the 2025 Institutional Real Estate Allocations Monitor. Weill noted that institutions decreased target allocations by 10 basis points this year, although allocations are expected to increase by about the same amount in the coming 12 months. The survey showed market conviction “tick up a bit,” he added. “That to us indicates that institutions are increasingly ready to deploy capital and are viewing the next couple of years as potentially good vintages, which is what we hear over and over from institutions.”Weill also highlighted that about one in three institutions are actively allocating to REITs. “When we ask them about what it is about REITs that is most appealing, the two main or top objectives are liquidity and a proxy for core,” he noted.Larger institutions are more actively allocating to REITs, according to Weill, using dedicated in-house teams.

Key Topics Covered:1. The Shift Away from PropertyWhy more investors are moving away from buy-to-let and traditional property strategiesImpact of rising interest rates, Section 24 tax changes, and new regulationsProperty returns: 39% growth in 10 years vs. 242% for stocks2. Is Property Still Worth It?Existing landlords with long-held properties may still see decent cash flowNew investors face higher barriers: stamp duty, mortgage rates, low yieldsThe myth of property as a “pension” is fading—returns are often below inflation3. Smart Investing FundamentalsThe two essential ingredients for any investment: growth (above inflation) and incomeThe importance of passivity, tax efficiency, and protectionDiversification across asset classes and within each class is key4. The Rise of Passive & Diversified InvestingStocks and global funds have outperformed property in recent yearsHow to generate income through dividends, REITs, and optionsManaging volatility: why long-term, balanced portfolios win5. Gold, Bonds, and Defensive AssetsGold as a hedge: how and why it works, especially in turbulent timesThe role of ETFs (Exchange Traded Funds) for low-cost, tax-efficient exposureRethinking traditional “more bonds as you age” advice—modern portfolios are more flexible6. Tax Efficiency & FeesUse ISAs, pensions (SIPPs/SSAS), and tax wrappers to prevent “leakage”Watch out for high fund fees—target TERs below 0.2% to keep more of your gains7. Mindset, Control, and PersonalisationThe illusion of control in property vs. the flexibility of passive investingAdapting your plan to your age, risk profile, and life stage—no one-size-fits-allWhy education and ongoing learning are non-negotiable for wealth building8. Actionable Strategies for Wealth BuildersDon't knee-jerk: avoid emotional decisions or chasing trendsFocus on recurring income and security, not just asset valuesRegularly review and adjust your plan as markets and personal circumstances change Actionable Takeaways:Diversify Your Portfolio: Don't rely solely on property—blend stocks, gold, REITs, and other assets.Prioritise Tax Efficiency: Use ISAs, pensions, and low-fee funds to maximise your returns.Think Passive: The less hands-on management, the more flexibility and freedom you'll enjoy.Educate Yourself: Invest time upfront to set up your investments right—this pays off for decades.Review Regularly: Markets and regulations change—revisit your plan and allocations at least annually.Avoid FOMO: Make decisions based on your goals and risk profile, not market hype or fear. Resources & Next Steps:Invest Like a Pro: Weekly investment insights and courses from Manish KatariaWealthBuilders Membership: Free access to guides, webinars, and communityThe Biggest Pension & Inheritance Tax Shake Up Ever! Are You Ready? - FREE Live WebinarShadowStats: Alternative inflation data and analysisETF Basics: Look for diversified, global ETFs with TERs below 0.2% for passive, cost-effective investing Connect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuilders If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

We explore the evolving landscape of Islamic investment management in Pakistan—from shifting asset allocation trends to the rise of mutual funds, ETFs, and REITs. What progress has been made in product innovation and investor access, and how effectively has Islamic asset management been positioned? Join us as we assess the next steps needed to scale Islamic investment and wealth management solutions across the country.Moderator:Rukhsana Narejo, Chief Treasury and Alternate Investments, Raqami IslamicPanelists:Imtiaz Gadar, Chief Executive, Al Meezan Investment Management LimitedNadir Rahman, CEO, Faysal FundsTariq Naseem, Head of Islamic Finance Department, Securities and Exchange Commission of PakistanTariq Sultan, Chief Business Development Officer and COO, Mahaana Wealth

Asia REITs surged in September, led by Singapore and Australia, fueled by strong property fundamentals, lower interest costs, and attractive yields. The Manulife Asia Pacific REIT Fund has seen a ~20% year-to-date gain, with retail and diversified REITs at the forefront. What’s driving this rally, which sectors are leading, and what lies ahead for investors in the region? On Wealth Tracker, Hongbin Jeong speaks to Derrick Heng, Director, Portfolio Manager, Equities, at Manulife Investment Management, to find out more.See omnystudio.com/listener for privacy information.

Randy Moss, an industry principal at Yardi, joined the latest episode of the REIT Report podcast to discuss the current landscape for energy management and sustainability reporting facing REITs and commercial real estate (CRE). Yardi is a Nareit Real Estate Sustainability Partner. Moss pointed to funding and building performance standards as key issues of the moment. “The challenge is understanding where your buildings have to comply, (and) what all-new data points you may be needing to collect,” he said. At the same time, utility companies are putting more roadblocks in the way of providing data, especially for tenant-occupied spaces in buildings, according to Moss. “Staying ahead of all of that is going to take some real focus within the REIT space,” he said.

The ASX 200 dropped another 81 points to 8814 (0.9%) as the RBA kept rates unchanged as expected. Banks and iron ore miners synchronised falls, with the Big Bank Basket down to $295.15 (-0.4%). WBC saw buyers up 1.5% on broker comments post the result. CBA down 0.8%. Insurers and financials slid, MQG down 0.8% and QBE off 0.7%, with SOL continuing to flounder off another 1.7%. REITs under pressure again, GMG off 1.9% and SGP falling 1.1%. Industrials weaker with some exceptions, DMP, LNW and PWH in the green. WES lost another 0.8% with JBH off 1.9% and SUL falling 2.8%. Tech eased back again, XRO down another 1.6% and WTC falling 1.5%.In resources, iron ore miners under pressure with prices off in Asia. BHP down 1.9% and FMG dropping 2.7%. Lithium and rare earths seeing profit taking, LYC down 1.2% and MIN off 2.3%. Gold miners were generally steady. Oil and gas eased, WDS down 0.7%, and uranium stocks fell back to earth.In corporate news, GEM fell 13.0% on an earnings update, LNW to delist from Nasdaq, CCX jumped 8.8% on positive momentum in trade. NVX crashed 10.6% as Stellantis pulled out of its agreement.On the economic front, the RBA left rates unchanged. Capital Economics believes the Reserve Bank will still lower interest rates twice next year, with the first reduction coming in the third quarter.Asian markets mixed, HK up 0.2%, China down 0.4% and Japan down 0.5%. 10-year yields 4.34%. US Futures easing back, Dow off 189 and Nasdaq falling 218.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Property moves in cycles, but real value lies in assets you can't replace. Quay Global Investors' Chris Bedingfield joins The Rules of Investing to explain why global REITs are trading at some of the biggest discounts in years, how ageing demographics and construction costs are reshaping real estate, and why patience remains the most underrated edge for investors. ________________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.

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The ASX 200 started badly down some 40 points but rallied to close up 13 at 8892 (0.2%). Once again it was the banks that led the turnaround with WBC numbers pleasing and the sale of the RAMS Home Loan book also a positive. The bank closed up 2.8% with the Big Bank Basket at $297.33 (+2%). CBA kicked up 2.3% and other financials were mixed. REITs slid with GMG down 0.2% and SGP off 0.8% and insurers also fell, QBE down 1.2%. Industrials ended up mixed, after a sluggish start, WES up 0.3% and REA bouncing 1.1%. Tech stocks did better, WTC up 0.6% and XRO rallying 2.3%. In the healthcare space, RMD fell 4.3% on its results, CSL continued to drag the sector down, off another 1.7%.Resources were weaker on Chinese data, BHP down 0.2% and rare earths spluttered lower, LYC off 8.1% and lithium depressed, PLS down 5.2% and LTR off 0.4%. Gold miners eased back as bullion tested $4000, NST down 2.0% and EVN off 2.5%. Oil and gas stocks rose as crude pushed ahead, WDS up 1.3% and STO up 1.1%, uranium drifted lower, PDN down 2.0%.In corporate news, DRO steady on a Latin American order, DMP rose 0.2% after selling its printing business.Asian markets mixed, HK up 0.1%, China up 0.2% and Japan up 0.9%.10-year yields 4.35%. US futures slightly higher.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 dropped another 41 points to 8886 as interest rate sensitive stocks fell and WES dropped 7.1% on AGM comments. Banks held firm as we await details from APEC on the Trump/Xi Meeting which was all over in 90 minutes. The Big Bank Basket held at $289.37 (+0.1%), with insurers slipping and financials a little wishy washy. REITs tumbled as rates rose, GMG down 1.3% and SCG off 2.9% on rate rethink. Industrials were also weaker, ALL fell 2.2% with WOW gaining 3.3% at the expense COL down 2.6%. REA continued to fall, down 2.6%. TLS off 1.4% and tech stocks fell again, XRO down 2.6% and WTC down another 2.6%. TCL slid 2.4% with JBH under pressure following a trading update. CSL found some friends, up 5.2% but RMD and COH fell.In resources, a mixed picture, gold miners were spotty. Some ok, some not, NEM gained 1.3% and RRL up 1.2% with uranium stocks still in fashion (for now). PDN up 5.9% and lithium stocks benefitting from broker upgrades to the lithium price. PLS up 5.4% and LTR gaining 11.2%.In corporate news, MIN soared 13.7% on much better-than-expected results, UNI fell 4.3% after an update and L1G returned to trade after capital raise and soared 11.7%. CIA also doing well on a quarterly in the iron ore space, up 9.9%. JHX fell 3.1% after losing the chair to a vote.In economic news, the BoJ held rates unchanged, Trump met Xi for 90 minutes to talk trade. Not sure that is long enough to really get into the ‘nitty gritty', but China seems to be happy to buy soybeans. Tariffs reduced from 57% to 47%. Not a huge deal really.Asian markets mixed, HK up 0.1% China down 0.3% and Japan up 0.5%10-year yields 4.23%. US Futures not doing much really. Yet.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Make your money work while you sleep. In this episode, Andrew Nida and Moise Piram from Asset Management Group, Inc. walk through five practical passive income ideas for high earners. We cover dividend growth investing, covered call strategies, real estate options, private income opportunities for accredited investors, and tax advantaged vehicles that can help keep more of what you earn. Expect clear frameworks, simple math, and guardrails so you can decide what fits your plan.What you will learn• How dividend income and covered call ETFs can support cash flow for high earners• Real estate choices, direct ownership, syndications, and REITs, plus where taxes may be reduced• Business ownership as a semi passive cash flow source once systems are in place• Private credit and other alternative income funds for accredited investors, including distribution mechanics• Tax advantaged tools such as municipal bonds and Roth strategies that can reduce your tax drag• A sample high earner passive income blueprint to think through allocation and riskChaptersHook and setupDividends and covered callsReal estate income and tax considerationsBusiness ownership and equity cash flowPrivate investments and income distribution typesTax advantaged vehicles to lower tax dragPutting the blueprint togetherKey takeaways and next stepsFollow us onX.com: https://x.com/AMGinc_ATLInstagram: https://www.instagram.com/assetmanagementgroupinc/LinkedIn: https://www.linkedin.com/company/amgincatl/Facebook : https://www.facebook.com/beyondtomorrowpodcastWebsite: https://www.assetmg-inc.com/YouTube: https://www.youtube.com/@assetmanagementgroupincTikTok : https://www.tiktok.com/@assetmanagementgroupincBlog: https://www.assetmg-inc.com/blogDisclosureEducational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.Asset Management Group Inc, Andrew Nida, Moise Piram, passive income, dividend investing, covered call ETFs, JEPI, QYLD, XYLD, real estate investing, REITs, rental property, syndications, private credit, accredited investor, tax advantaged investing, municipal bonds, Roth IRA strategy, retirement income, high earner strategies, wealth management, financial planning, portfolio income, business ownership, franchise investing, cash flow, Atlanta financial advisor, fiduciary advisor, tax strategyYouTube Keywordspassive income for high earners, dividend growth strategy, covered call income, real estate cash flow, REIT dividends, private credit funds, accredited investor income, municipal bond tax free income, Roth IRA for high earners, backdoor Roth strategy, defined benefit plan for business owners, portfolio income planning, retirement income blueprint, tax efficient investing, wealth preservation strategies#PassiveIncome#DividendInvesting#CoveredCalls#RealEstateInvesting#REITs#CashFlow#HighEarners#WealthManagement#TaxPlanning#FinancialFreedom#RothIRA#AccreditedInvestor#PrivateCredit#EstatePlanning#RetirementIncome#InvestingTips#ETFInvesting#IncomeInvesting#BusinessOwnership#Franchise#Syndications#MunicipalBonds#BackdoorRoth#DefinedBenefitPlan#PortfolioStrategy#FinancialEducation#Atlanta#PodcastAsset Management Group,passive income ideas,passive income,how to,financial planning,how to earn money online,how to make money,how to make money online,Earn Money,earn money online,how to get rich,personal finance,Entrepreneurship,make money online,Stock Market,work from home,real estate,Online Business,Real Estate Investing,Financial Freedom,ali abdaal,youtube automation,mark tilbury,business ideas,investing,investing for beginners,ali abdal

The ASX 200 dropped 86 points to 8926 (-1.0%) as inflation came in hotter than expected and snuffed out any rate cut hopes for next week. The banks bore the brunt, CBA down 2.1% and WBC falling 3.1% with the Big Bank Basket falling to $289.08 (-2.1%). Insurers fell, QBE down 1.6% and SUN off 2.0%. Other interest rate stocks fell, TCL down 1.9% and REITs under pressure, GMG down 1.4% and SGP off 3.9%. Industrials eased back, WES dropped 1.7% and ALL off 1.6% with WOW up 2.4% as COL fell 1.9%. CSL continued to decline down 4.0% and XRO falling 2.0% with the All-Tech Index off 1.4%. In resources, iron ore rallied, BHP up 1.3% and FMG up 1.0% and the gold sector doing much better, EVN up 2.4% and NST up 2.4%. Rare earths still under some pressure, ARU off 20.0% as the capital raise weighed, lithium stocks trying to push higher, PLS up 1.6% and the uranium sector soaring on a Cameco deal in the US and BOE jumped 19.8% on quarterly numbers, PDN up 11.3% and oil and gas flat.In corporate news, NCK gained 12.7% on strong Q1 ANZ sales. WOW up 2.4% on quarterly sales, SDR rose 2.5% on a trading update. On the economic front, underlying inflation came in stronger than expected at 3%. Rate cuts are off for 2025. Trimmed mean of 1% QoQ. Well above the forecast 0.6%.Asian markets generally firm, Nikkei 225 up 1.9%, HK up 0.1% and China up 0.4%. 10-year yields 4.23%. US Futures mixed. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

In this episode of the Real Estate Pros Podcast, host Q Edmonds speaks with Kimberly Hamilton, a seasoned commercial real estate professional with 25 years of experience. Kimberly shares her journey in the industry, emphasizing the importance of empowering women in real estate, navigating market challenges, and building meaningful relationships. She discusses her focus on helping private investors and REITs, as well as her commitment to mentoring women entering the field. The conversation highlights the significance of networking, market awareness, and the rewarding nature of transforming clients into building owners. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------

Headlines are buzzing about government shutdown, shifting interest rates, and all time highs for gold, but what do those stories actually mean for real estate investors?In this week's Not Your Average Insights, JWB Co-Founder Gregg Cohen and host Pablo Gonzalez look beyond the politics and into the data to reveal how these macro events really shape the housing market.They'll unpack:- What history tells us about how past government shutdowns affected prices, rents, and new construction- Why the concurrent all time highs of gold prices and the stock market is so unique (and what it could mean)- How a small drop in mortgage rates can trigger a major refi wave and what that means for investors' cash flowIf you've been wondering how to separate short-term noise from long-term opportunity, this episode will help you see what's really moving the market and how to prepare for what's next.Listen NOW!Chapters:00:00 Introduction and Today's Agenda00:13 Government Shutdown: Impact on Real Estate02:16 Short-Term Implications for Real Estate Investors09:58 Long-Term Effects of Government Shutdowns16:04 Refinance Wave: What It Means for Investors25:44 Gold and Stocks: Unusual Market Trends29:51 Economic Overview and Market Resilience30:33 COVID-19 Impact and Financial Market Observations31:29 Investment Mindsets: Fear vs. Growth32:31 The Value of Rental Properties38:33 Build-to-Rent Market Dynamics39:39 JWB's Unique Approach to Real Estate47:30 Community Announcements and Upcoming Events48:46 Q&A: REITs vs. Direct Investments49:39 Exploring Modular Homes and Innovation53:58 Conclusion and Final ThoughtsStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Welcome back to "The Tax Blueprint: Structuring Funds, Joint Ventures, and REITs." In the third episode of our three-part series, hosts Saba Ashraf, Aresh Homayoun, and Tom Phelan explore the advantages that may be offered to foreign investors in U.S. real estate funds by using REITs.This episode discusses how REITs can be utilized to minimize U.S. tax return filing obligations and tax liabilities for foreign investors. Saba, Aresh, and Tom discuss a side-by-side comparison of the results of using a C-corporation blocker by the fund and a REIT blocker by the fund.Stay tuned for upcoming series covering structuring by funds and GPs to ensure maximum utilization of Section 1202, characterization of preferred equity investments, management fee waivers, management compensation structuring, and other topics of interest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

James Davidson, Houston-based capital markets partner in the REIT practice at Hogan Lovells, was a guest on the latest episode of the REIT Report podcast. He discussed the recent Fermi Inc. IPO and its implications for the REIT industry, particularly in the context of the energy and infrastructure assets that are needed to fuel the buildout of AI technology.“The way to think about Fermi is that it's a mainstream attempt to finance the physical side of artificial intelligence with a REIT wrapper…that is highly investable to the broadest set of investors,” Davidson said. He discussed the evolving role of infrastructure in the REIT space, the potential for strong foreign capital investment, and the challenges faced in integrating energy and infrastructure assets into the REIT model. 

In this quarter-end chat, Dave Shotwell and Nick Nauta unpack what actually happened in Q3 2025 and why portfolios held up despite a steady stream of gloomy headlines. They cover broad market strength, the first Fed rate cut in September, what a government shutdown usually means for markets, and how to think about AI spending without trying to pick winners. Our portfolio advisors at East Bay Investment Solutions provide the following summary, and as always, they try to take a balanced approach between reasons for optimism and pessimism. You can read their full report HERE or watch Mario's video presentation HERE. https://youtu.be/yoM8rETe5FI Highlights Broad gains: Most major stock and bond categories finished Q3 positive, while U.S. REITs lagged. 60/40 perspective: A diversified mix of global stocks and high-quality bonds continued to post solid results with less day-to-day swings than a pure stock approach. Fed update: After a September cut, the policy rate sits in a middle range, giving room to adjust up or down as data changes. AI reality check: Corporate spending tied to AI is robust, but future revenues remain uncertain. Diversification helps you own the eventual winners without betting the farm. Shutdown noise: Historically, market returns during federal shutdowns have been mixed and often muted. Time in the market still matters more than headline timing. Planning first: Your financial plan is built for many markets, not just the current one. By the Numbers  Fed funds target range: 4% to 4.25% Cumulative AI spend (through last year): about $211 billion Average S&P 500 return during shutdowns: about 0.11% Year-to-date result cited for a 60/40 portfolio: 12.6% Resources and next steps Learn more or schedule a fit meeting: srbadvisors.com Email: info@srbadvisors.com Don't forget to subscribe to our YouTube Channel for all the latest videos.

Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions. When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Devin: What is your superpower?Joe: Curiosity.Community revitalization doesn't always start with big developers or city plans. Sometimes, it begins with a pair of brothers who love good design, care deeply about their city, and want to create spaces where neighbors can gather and belong.That's the story of Joe McCallum, co-owner of Rise Over Run, who is transforming the Sunnyslope neighborhood of Phoenix, Arizona, one building at a time. What began as an appreciation for mid-century modern architecture has evolved into a mission to bring new life to an overlooked community while preserving its authentic character.“Sunnyslope is such a good example of that,” Joe said. “There's been a community here that's a little removed... it's maintained a little bit of quirkiness and a little bit of its own character, and I think it deserves to be highlighted.”Joe and his brother began by purchasing a distinctive 1960 mid-century modern building at 524 West Hatcher Road. Their goal was simple: to repurpose and reimagine it as something that could anchor local energy and pride. After experimenting with a furniture showroom, they're now transforming the space into a taproom focused on Arizona-made beer and wine, complete with room for community events, art shows, and local gatherings.But Joe's vision extends beyond one building. Rise Over Run has already added another property across the street, now home to a coffee shop, art studio, and florist. Together, these spaces are becoming catalysts for a renewed sense of connection and belonging in Sunnyslope.To help fund this mission, Rise Over Run is raising capital through a regulated investment crowdfunding campaign on Small Change, a platform that specializes in socially impactful real estate projects. This approach allows local supporters—not just accredited investors—to invest directly in the revitalization of their own neighborhood.“For many people who may not be accredited investors or may not even know that that's a thing to be, there's a way to invest via crowdfunding,” Joe explained. “It allows a broader group from the community to feel like they are part of something they're not only cheering from the sidelines, but actually supporting directly.”That's the essence of what makes Rise Over Run so special. It's not just a real estate project—it's a movement to empower community members to take part in shaping their environment. As Joe put it, it's “a way to directly support seeing that happen in this community.”You can learn more about the project—or even invest—by visiting s4g.biz/sunny, which links directly to Rise Over Run's offering on Small Change.tl;dr:Joe McCallum shared how Rise Over Run is revitalizing Sunnyslope through community-driven real estate projects.Joe explained his motivation to preserve the neighborhood's quirky identity while creating vibrant gathering spaces.He discussed Rise Over Run's regulated investment crowdfunding campaign on Small Change, inviting locals to invest in their community.Joe revealed that his superpower is curiosity, which drives him to explore ideas and uncover opportunities others might miss.He encouraged listeners to nurture curiosity by staying open, following genuine interests, and challenging conventional paths.How to Develop Curiosity As a SuperpowerJoe's superpower is curiosity, a natural drive to explore, learn, and uncover hidden potential. “Curiosity,” Joe explained, “is what...led me to what I'm doing now.” His insatiable desire to “turn over stones” and “pull the thread” has fueled his career as an investment analyst and now as a real estate developer. Whether it's researching a neighborhood's history or uncovering opportunities in forgotten buildings, Joe's curiosity has been the driving force behind his success and impact.Illustrative Story:Joe's curiosity led him and his brother to Sunny Slope. They were drawn to an abandoned mid-century modern building with potential, even though it wasn't listed for sale. Through research, they uncovered the property's history and reached out to the owner, a real estate agent who hadn't pursued his plans for the property. This curiosity-driven approach enabled Joe to acquire and transform the building, setting the foundation for Rise Over Run's projects in the neighborhood.Tips for Developing Curiosity:Follow Your Interests: Pursue topics and ideas that naturally catch your attention.Avoid Prejudging Paths: Don't dismiss opportunities that don't fit the traditional mold of success.Dig Deeper: Research and explore beyond surface-level information to uncover hidden opportunities.Engage with Others: Learn from people who share your interests to expand your understanding and perspective.By following Joe McCallum's example and advice, you can make curiosity a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileJoe McCallum (he/him):Co-Owner, Rise Over RunAbout Rise Over Run: Rise Over Run is an investment holding company focused on adaptive reuse and infill real estate development in the Sunnyslope neighborhood of Phoenix, AZ. We currently own two properties and are pursuing further acquisitions in the area. Our anchor property is currently being re-positioned as an Arizona-focused taproom and community space, which will use the name Rise Over Run. Our other property has a coffee shop, art studio and florist.Website: riseoverrunaz.com/aboutLinkedIn: linkedin.com/company/rise-over-run-az/Twitter Handle: @RiseOverRunAZ Facebook Page: facebook.com/riseoverrunazInstagram Handle: @riseoverrunaz Other URL: smallchange.co/projects/sunnyslope_risingBiographical Information: Joe McCallum brings over 20 years of investing and business experience to Rise Over Run's real estate development strategy. As part of the Rise Over Run project, Joe has led the effort to develop community ties, attract tenants and manage financial strategy. Joe's investment career spanned across asset classes and industries, giving him a diverse perspective on capital allocation and investment analysis. His experience includes senior analyst roles at Steel Canyon Capital, an Arizona hedge fund focused on US equities and distressed debt, and Keeley Asset Management, a Chicago mutual fund manager where he covered REITs among other sectors. Prior roles include private equity and investment banking where he conducted in-depth financial analysis and due diligence for capital markets and M&A transactions.Since 2021, Joe has been actively deploying family capital across small-scale real estate development projects, public equity strategies and minority investments in private companies. He also helped build Fundamental Edge, a hedge fund analyst training firm, and currently instructs the Applied Value Investing course at Arizona State University. Joe holds an MBA from the University of Wisconsin-Madison's Applied Security Analysis Program and a BS in Finance from Arizona State University.LinkedIn Profile: linkedin.com/in/joemccallumTwitter Handle: @jsmccallumSupport Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include FundingHope, and Rancho Affordable Housing (Proactive). Learn more about advertising with us here to help us Power Up October.Max-Impact Members(We're grateful for every one of these community champions who make this work possible.)Brian Christie, Brainsy | Carol Fineagan, Independent Consultant | Hiten Sonpal, RISE Robotics | John Berlet, CORE Tax Deeds, LLC. | Lory Moore, Lory Moore Law | Mark Grimes, Networked Enterprise Development | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Dr. Nicole Paulk, Siren Biotechnology | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Scott Thorpe, Philanthropist | Sharon Samjitsingh, Health Care Originals | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.Impact Cherub Club Meeting hosted by The Super Crowd, Inc., a public benefit corporation, on October 28, 2025, at 1:30 PM Eastern. Each month, the Club meets to review new offerings for investment consideration and to conduct due diligence on previously screened deals. To join the Impact Cherub Club, become an Impact Member of the SuperCrowd.SuperCrowdHour, November 19, 2025, at 12:00 PM Eastern — Devin Thorpe, CEO and Founder of The Super Crowd, Inc., will lead a session on “Investing with a Self-Directed IRA.” In this session, Devin will explain how investors can use self-directed IRAs to participate in regulated investment crowdfunding while managing taxes and optimizing returns. He'll break down when this strategy makes sense, how to choose the right custodian, and what fees, rules, and risks to watch for. With his trademark clarity and real-world experience, Devin will help you understand how to balance simplicity with smart tax planning—so you can invest confidently, align your portfolio with your values, and make your money work harder for both impact and income.SuperGreen Live, January 22–24, 2026, livestreaming globally. Organized by Green2Gold and The Super Crowd, Inc., this three-day event will spotlight the intersection of impact crowdfunding, sustainable innovation, and climate solutions. Featuring expert-led panels, interactive workshops, and live pitch sessions, SuperGreen Live brings together entrepreneurs, investors, policymakers, and activists to explore how capital and climate action can work hand in hand. With global livestreaming, VIP networking opportunities, and exclusive content, this event will empower participants to turn bold ideas into real impact. Don't miss your chance to join tens of thousands of changemakers at the largest virtual sustainability event of the year.Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Regulated Investment Crowdfunding Summit 2025, Crowdfunding Professional Association, Washington, DC, October 21-22, 2025.Impact Accelerator Summit is a live, in-person event taking place in Austin, Texas, from October 23–25, 2025. This exclusive gathering brings together 100 heart-centered, conscious entrepreneurs generating $1M+ in revenue with 20–30 family offices and venture funds actively seeking to invest in world-changing businesses. Referred by Michael Dash, participants can expect an inspiring, high-impact experience focused on capital connection, growth, and global impact.If you would like to submit an event for us to share with the 10,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.We use AI to help us write compelling recaps of each episode. Get full access to Superpowers for Good at www.superpowers4good.com/subscribe

Get the Midterm Rental Insurance Blueprint: https://experimentrealestate.com/#blueprintIn this powerful episode of In The Lab, Ruben sits down with August Biniaz, Co-Founder and Chief Investment Officer at CPI Capital, to unpack how he went from building homes in Canada to managing large-scale U.S. multifamily funds. August shares his journey from being a general contractor and developer to launching CPI Capital, a cross-border real estate private equity firm that bridges Canadian capital with U.S. opportunities.He breaks down the real roadmap for scaling in real estate—starting from joint ventures, to syndications, closed-end and open-ended funds with the road to ultimately launching a REIT. August also highlights why CPI shifted focus to U.S. markets like Tampa Bay and San Antonio, where rent control, entitlement speed, and yields outperform Canadian markets.Listeners will gain deep insights into capital raising, fund structuring, investor relations, and how credibility and reputation equity become key leverage points when scaling to institutional investors. Tune in now to learn how August's strategic evolution from builder to fund manager can help you structure smarter, scale faster, and raise with confidence.HIGHLIGHTS OF THE EPISODE:16:12 August talks about syndication21:48 August talks about progression from joint ventures to syndicationsKEEPING IT REAL:09:01 – Private equity structure explained17:12 – Syndications vs. funds overview20:45 – Managing investor expectations28:08 – The pivotal land assembly deal31:04 – Structuring partnerships and equity35:01 – Why U.S. over Canada45:01 – Launching CPI Capital51:03 – Navigating cross-border challenges55:21 – Entitlement timelines and delays59:09 – Partnering with experienced operators1:01:02 – Market focus: Tampa and San Antonio1:02:09 – Build-to-rent explained1:05:17 – Duplex strategy and investor returns1:07:01 – Raising from retail to institutions1:08:01 – The 30,000-door vision1:13:18 – From syndication to REITs1:16:02 – Final thoughtsCONNECT WITH THE GUESTWebsite: https://cpicapital.ca/LinkedIn: https://www.linkedin.com/in/augustbiniaz/#RealEstateInvesting #Syndication #REIT #PrivateEquity #Multifamily #BuildToRent #CommercialRealEstate #InstitutionalCapital #FundManagement #WealthBuilding #CrossBorderInvesting #CapitalRaising #FinancialStrategy

This week, Kevin Gordon fills in for Kathy Jones. Liz Ann Sonders and Kevin discuss the recent NABE conference and the current state of the markets in light of the government shutdown and recent tariff announcements. They explore the implications for earnings season, the potential impact of AI on productivity, and the challenges facing the labor market. They also cover the importance of upcoming economic data releases and how relying on alternative data could have potential effects on market trends and monetary policy.Then, Liz Ann is joined by Patrick Harker, former president and CEO of the Federal Reserve Bank of Philadelphia. Harker discusses several economic challenges facing the U.S., including the impact of the government shutdown on economic data, the independence of the Federal Reserve, and the complexities of fiscal policy. He shares his thoughts on the need for better data collection and the role of private-sector data sources, while also addressing the labor market dynamics influenced by immigration policy. Harker reflects on his tenure at the Philadelphia Fed and shares insights on the importance of pragmatic policymaking.Finally, Liz Ann and Kevin take a look ahead at upcoming economic indicators and how the government shutdown could affect future data releases.On Investing is an original podcast from Charles Schwab. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-WE69) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The FCA's long-awaited motor finance redress scheme landed with a lower overall compensation figure than expected. Mark Robinson explores how Lloyds (LLOY) and Close Brothers (CBG) have responded, why both plan to challenge the proposals, and whether the scheme risks turning into another PPI-style saga.Our Big Read is next. The future of cities is shifting as travel and office attendance continue to climb back slowly. Michael Fahy, author of the feature, looks at the steady uptick in London office occupancy, trends between the UK and US markets, and how Reits are reshaping portfolios.Last up, Whitbread (WTB) reported results slightly ahead of estimates, yet shares fell amid rising costs and lease charges. Erin Withey analyses how the Premier Inn owner continues to gain UK market share in a slower economy, and how its accelerated growth plan could unlock long-term value.Timestamps 1:15 Motor finance12:15 The future of cities23:08 WhitbredRead the stories mentioned in the show:Banking shares rise on lower-than-expected motor finance costsMega-cities need to grow – here's how investors can take advantageWhitbread hit by planned UK restaurant closures and softer demand Hosted on Acast. See acast.com/privacy for more information.

This week we shine a light on REITs in the U.K. Two London-based experts discuss what's driving deal flow, investment strategies and long-term returns, especially in logistics, retail and hospitality.· Triple-net REITs in the U.K. offer predictable income and resilience through market cycles.· Urban logistics and convenience retail are leading sectors, driven by consumer behavior and e-commerce demand.· Sub–£20-million lot sizes are drawing interest from family offices and regional investors focused on low-debt, high-efficiency deals.· M&A is accelerating REIT scale and relevance, enabling cost synergies, dividend growth and greater appeal to global capital.· Interest rate spreads and swap differentials can make U.K. real estate increasingly competitive against European and U.S. markets.

What do hedge fund managers think is going to cause a stock market crash? Find out on this week's PlayingFTSE Show!All change this week – Steve W creeps back towards being average as Steve D's portfolio has an off week. But why's it a bad week to be Welsh?The stock market is definitely going to crash, the only questions are when and why? One candidate is a bursting AI bubble, which is what Steve D's been looking at.Steve W's been looking at the latest data from Bank of America for ideas. Hedge funds are leaning towards inflation as the concern, but this was before Friday's tariff news…REITs are often popular with dividend investors and Steve W's been looking at AEW – one we haven't talked about before. It's got a 7.5% yield, but that's not what he's interested in.Unlike most REITs, the firm has a growth strategy based on short-term lease renewals. It's been working, too, so is this one for the passive income buy list?Steve D's been looking at Grainger, the UK's largest owner of private rental houses. For anyone that's ever wanted to make money in buy-to-lets, this could be worth a look.The firm is transitioning towards becoming a REIT. And the longer it takes consecutive governments to increase housebuilding, the more rental demand there should be.FTSE 250 pub chain JD Wetherspoon has released its full-year results and the stock is down. But Steve W doesn't think they were at all bad with growing sales and steady margins.Steve D thinks some cracks are starting to show, though. So should the company really be paying a dividend and buying back shares while increasing its net debt during the year?Only on this week's PlayingFTSE Podcast! ► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS8:50 CRASH INCOMING29:11 AEW UK REIT44:17 GRAINGER1:00:29 SPOONS► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

This week, Liz Ann Sonders and Kathy Jones discuss the implications of the ongoing government shutdown and the impact on key economic indicators and market data. They analyze the current state of the bond and equity markets, the reliance on alternative data sources in the absence of government data, and the upcoming earnings season. Their conversation highlights the bifurcations in market performance, particularly between larger and smaller companies, and the impact of fiscal policy on global bond markets. They also touch on consumer behavior in response to tariffs and the importance of monitoring key economic indicators moving forward.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-T88J) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The big things you need to know:First, across all industries and regions, our analysts are constructive on performance over the next 6-12 months.Second, at the global sector level our analysts have the most positive performance outlooks for REITs, Materials and Financials.Third, our analysts were slightly less optimistic on forward performance for Europe/UK than other regions.Fourth, our analysts generally had mixed views of the policy backdrop.Fifth, when we look at some of our macro indicators, Canada has been the bright spot in terms of performance YTD and over the past month.

Friso Berghuis, director of listed investments at Dutch pension fund investment manager Bouwinvest, joined the REIT Report podcast to discuss the integration of REITs and listed real estate into Bouwinvest's global investment strategy.Bouwinvest has executed on a fully integrated public and private real estate strategy since 2012. Berghuis noted that including listed real estate ensures the opportunity to invest in specific compelling geographic markets and sectors such as health care, self-storage, and data centers.“Essentially, investing in listed real estate means you are also adding high quality diversified portfolios to the mix. And these portfolios are generally managed by seasoned management teams,” Berghuis said.Other reasons to choose global listed real estate include the ability to move quickly to invest in multiple sectors and markets, and the fact that listed and unlisted investments generally do not move in sync, he noted. 

In this episode of Tank Talks, Matt Cohen and John Ruffolo break down the latest developments in U.S.-Canada trade negotiations, particularly around tariffs and energy, with insights into how these pressures could shape future relationships.The conversation shifts to the growing energy demands of AI, as Matt and John explore how both the U.S. and China are navigating energy needs, and whether Canada could play a more significant role. They also analyze NVIDIA's $110 billion vendor financing strategy, drawing comparisons to the telecom bubble, and discuss the growing risks in data center financing. With the IPO of Fair Me America, they examine how the market is reacting to tech companies with no assets but huge valuations. A packed episode full of fresh insights on the intersection of tech, politics, and business.A Quick Word from our Sponsor, FaskenAt Fasken, our clients don't wait for the future. They build it. As the first and largest dedicated emerging tech practice in Canada, our team is composed of founders, ex in-house counsel, developers and business advisors who have guided clients from startup, to scale-up, to exit. The trust of our clients has enabled us to consistently rank at the top of every major Canadian M&A, Capital Markets and Venture Capital league table. With deep industry knowledge and experience across all areas of emerging and high growth technology including ClimateTech, MedTech, Artificial Intelligence, Fintech, and AgTech we're your partners within the innovation ecosystem as you transform the landscape of what's possible.Tomorrow starts here. Own it with us.For more information, visit fasken.com/emergingtech and follow us on LinkedIn.US-Canada Relations & Trump's Tariff Strategy (04:28)Matt and John discuss the ongoing negotiations between Mark Carney and President Trump regarding trade policies, tariffs, and key sectors like steel, aluminum, and energy. Can Canada withstand the pressure, or will it need to change its approach?The Energy Battle Between the US and China (09:03)What role does energy play in geopolitics? Matt and John explore how both the US and China are navigating their energy needs, and why Canada has lost some of its leverage as the world's energy supply game changes.NVIDIA's Vendor Financing Playbook: Lessons from Lucent & Nortel (11:18)John shares a deep dive into how NVIDIA's vendor financing strategy mirrors the mistakes made during the telecom bubble, drawing parallels to the strategies employed by Lucent and Nortel. What's the risk when revenues are tied to customers who may never pay?AI, Data Centers, and the Future of Technology (17:20)From the massive energy demands of AI to the rise of private equity-backed data centers, Matt and John dissect the latest AI and GPU investments and how the industry's future could be shaped by companies like Meta and OpenAI.The “Yellowstone Club” of Hyperscalers (20:26)The two discuss the bizarre world of hyperscalers and REITs, looking at how some data center startups are getting massive valuations without any real assets or revenue, and what this means for the future of tech investments.Bezos Weighs In on the AI Bubble (25:12)Jeff Bezos surprises everyone with his thoughts on the AI industry, calling it an “industrial bubble” rather than a financial one, and analyzing the disconnect between massive investments and real-world returns.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we are discussing Granite REIT (GRT.UN.TO) vs CT REIT (CRT.UN.TO). I review the two utilities using 6 comparison points: #1 Business model #2 Dividend triangle #3 Growth vectors #4 Potential risks #5 Div safety and growth #6 Valuation Don't know why a stock is or Up or Down? Avoid price confusion! A simple framework to judge if you should sell, hold or buy! Register my free webinar to get rid of paralysis by analysis: https://moosemarkets.com/webinar It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars *This show is for information & entertainment purposes only. I'm not your financial advisor or investment broker. I don't provide financial advice or buy/sell recommendations. It's not because I like a stock that you should buy it (far from it!). Please do your due diligence and seek professional advice before making any financial decisions. 

Join an active community of RE investors here: https://linktr.ee/gabepetersenREVOLUTIONARY REAL ESTATE LIQUIDITY SOLUTION

Rate cuts change the math on income, but your cash flow doesn't have to shrink. We invited Will Rind of GraniteShares to unpack a practical way to keep payouts steady as short-term yields slide: a diversified basket of pass-through securities inside the HIPS ETF that aims for an all-weather stream of monthly income. We dig into how REITs, MLPs, BDCs, and fixed income–oriented closed-end funds each respond to different growth and inflation regimes, and why blending them can smooth the ride when markets lurch.We walk through the index rules that power HIPS—screening for the highest yields and the lowest volatility within each sector, then equal-weighting the results—and why the pass-through structure matters. Because these entities distribute most of their income and avoid corporate tax, more of the cash makes it to investors, and a return of capital component can improve after-tax outcomes. We also get candid about trade-offs: NAV will move with markets, but the fund has paid the same fixed monthly amount for more than a decade, including through the 2020 shock when many dividend strategies cut or suspended payouts.From portfolio fit to policy risk, we tackle the real questions advisors and investors ask. Should HIPS be core or a satellite? How does it complement the Agg or government bonds without doubling down on duration or credit? What do expense ratios mean when BDCs are involved, and how should you interpret acquired fund fees? We compare liquid, transparent alternative income to private credit's lockups and opaque marks, then explore pairing HIPS with GraniteShares' options-based Yield Boost strategies for those seeking weekly distributions and higher-octane cash flow—recognizing the higher volatility that comes with it.If you're planning for consistent cash in a falling-rate world, this conversation offers a clear framework, a battle-tested track record, and practical ways to assemble an income sleeve that pays. Subscribe, share this episode with a friend who manages income portfolios, and leave a quick review to tell us what topic you want us to tackle next.#LeadLagLive #HIPS #AlternativeYield #Investing #Income #StockMarketStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Monty Bennett, CEO of Ashford Inc., philanthropist, and chairman of two major hotel REITs, joins The Steve Gruber Show to react to shocking reports out of Chicago, where police were allegedly told not to assist federal agentsunder attack. An internal dispatch reportedly shows a patrol chief refusing to send help as agents were rammed and surrounded by armed mobs. Bennett and Gruber discuss what this says about law enforcement leadership, public safety, and the growing breakdown of order in America's big cities, and why local politics are failing those on the front lines.

Nick Kunze from Sanlam Private Wealth highlights local vehicle sales hitting decade highs, explores whether this is a genuine opportunity, and comments on the absence of US jobs data. George Cheveley from Ninety One breaks down the five key themes driving gold bulls. Herman van Papendorp from Momentum Investments outlines the strong investment case for local bonds, equities, and Reits.

In this episode, Liz Ann Sonders and Kathy Jones begin by discussing the implications of the government shutdown on employment data and the Federal Reserve's dual mandate. They analyze the challenges posed by the potential lack of government data and the reliance on private sector indicators like ADP. Then, Kathy Jones speaks with Joel Levington, who has more than 25 years' experience in corporate credit research. Kathy and Joel discuss the overall current state of the credit markets, focusing on corporate credit health, the auto industry's challenges, and some of the impacts of economic disparities on consumer credit. They explore the significance of credit ratings, the rise of private credit, and the implications of inflation and government policies on the economic outlook.Finally, Kathy and Liz Ann discuss upcoming economic data and how earnings season could shape market expectations.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-NWPB) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Auerbach, Chief Investment Office at Hoya Capital, explains the potential of REITs and how they can fit into an investor's overall portfolio.The Crexi Podcast connects CRE professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.  In this episode of The Crexi Podcast, host Shanti Ryle, Director of Content Marketing at Crexi, sits down as David shares insights from  over 25 years of experience in the REIT industry. The conversation explores the evolution of REITs, and the essential role of rent in investment decisions. David also highlights the importance of dividends, REITs' resilience through market cycles, and the impact of technology on the industry. The episode explores the fundamentals of REITs, their significance for investors, and how Hoya Capital approaches its ETF strategy. Listeners gain a wealth of knowledge about the opportunities within the REIT space and what the future holds for commercial real estate investments.Meet David Auerbach: A REIT Industry VeteranDavid's Journey into the REIT SpaceEarly Career Challenges and LessonsThe Evolution of the REIT SectorBuilding Relationships and Trust in TradingThe Role of Technology and Social Media in TradingThe Importance of Compliance and CommunicationUnderstanding REIT Fundamentals and Market CyclesThe Impact of Technology on REITsObserving REIT Properties in Real TimeThe Critical Role of Rent in REIT ValuationsUnderstanding Lease Types and Rental Income StreamsThe Rise and Fall of Apartment NOI GrowthChallenges in Growing Rent with High OccupancyThe Importance of Market Rent KnowledgeThe Role of Technology in Real EstateSpecialization in Real Estate BrokerageThe Value of Deep Market KnowledgeData Sources for Different Real Estate SectorsThe Importance of Dividends in REITs  About David Auerbach:David Auerbach has been in the REIT industry for almost 25 years and was most recently the former managing director of Armada ETF Advisors. He is the publisher of “The Daily REITBeat Newsletter”, a widely-followed industry publication that covers the publicly-traded REIT sector and is also a consultant with IR Concierge, LLC which is focused on corporate access in the REIT industry. David spent time working with World Equity Group in institutional securities trading and in December 2018, he departed Esposito Securities after 6½ years where he helped to build out the REIT/Real Estate platform with institutional investors and Equity REITs plus worked with ETF issuers on seeding, relationship building, and order execution.Prior to joining Esposito Securities, David spent 11 years at Green Street Advisors as a Vice President of Institutional Trading handling REIT order execution and sales trading on behalf of institutional clients, hedge funds, pension funds, and other investors.  Before that, he worked at Financial Marketplace Inc. for 2 years as a retail investment adviser.  He has been quoted by Bloomberg, WSJ, Financial Times, REIT.com, and GlobeSt.com among countless other real estate publications and has been a featured guest on such networks as Yahoo Finance, TD Ameritrade and Bloomberg TV.   For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

In this conversation, Keith Pinder discusses his extensive experience in the financial markets and real estate investment. He emphasizes the importance of understanding real estate as an investment tool and the need for a holistic approach to client needs. Keith shares insights on navigating the complexities of the real estate market, the significance of fiduciary responsibility, and his journey from hedge funds to managing capital for qualified investors. He also highlights the misconceptions surrounding real estate and the importance of context in investment decisions.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Joe Przygonski is a Cape Town–based commercial real estate broker who has recorded the second-highest sale in the history of his market. He has represented some of the top clients in South Africa and across the continent—including REITs, real estate investment funds and leading fund managers—and is known as a specialist in commercial real estate with a focus on shopping centers and gas stations.In this episode we explore the untapped international investment potential in Cape Town's real estate market. Joe shares why Cape Town is poised for global investment, discusses the dynamics attracting foreign investors, and highlights opportunities within sectors of commercial real estate. You Can Find Joe @:Email: joe@remaxpremier.co.za

In this episode, I chat with Grant Cardone, the entrepreneur, bestselling author, and real-estate mogul behind Cardone Capital, known for his 10X philosophy and massive multifamily portfolio. If you want a brutally practical blueprint for going all-in on one thing, building units at scale, and using Bitcoin to supercharge a legacy business, this episode is for you. ––– Support My Work ––– Paypal: https://www.paypal.biz/BitcoinMatrix Strike/Bitcoin: BitcoinMatrix@strike.me Cash App: https://cash.app/$BitcoinMatrix Venmo: https://venmo.com/u/bitcoinmatrix PO Box: The Bitcoin Matrix, P.O. Box 18056, Sarasota, FL 34231 ––– Offers & Discounts ––– MicroSeed is redefining seed phrase security. Check out https://microseed.io/shop/ and use code MATRIX at checkout. Theya is the world's simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest ––– • Grant Cardone on X: https://x.com/GrantCardone ––– Socials ––– • Check out our new website at https://TheBitcoinMatrix.Com • Follow Cedric Youngelman on X: https://x.com/cedyoungelman • Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix • Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 - Intro 01:09 - Meet Grant Cardone & the 10X ethos  06:31 - The cassette that made sales click 13:24 - Leverage risk vs. one-tenant risk 14:44 - Why your home isn't an investment 18:01 - Selling the mansion, buying 1,100 units in Miami 27:12 - Saylor's nudge: add BTC to real estate 29:05 - Melbourne fund: cash-paid RE + BTC combo 35:29 - Why small REITs & giants are both in trouble 39:47 - 2035 vision: $4K rents, $3M BTC? 41:58 - Advice to young people: go all-in on one thing 45:26 - How Bitcoin changed Grant—and the plan to go public 49:05 - 80% of his new investors own zero Bitcoin  51:58 - Wrap & where to find Grant I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening! The information in all The Bitcoin Matrix Podcast episodes and content is based on hypothetical assumptions and is intended for illustrative purposes only. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. This video is provided for entertainment purposes only. The information contained herein represents temporary, changing views and subjective impressions and opinions regarding the inherently uncertain and unpredictable issues discussed. The reader, user, and/or viewer must not assume that these contents are accurate, complete, timely, or up to date. Market conditions change rapidly and unpredictably. Nothing herein should be interpreted as any kind of offer, solicitation, commitment, promise, warranty, or guarantee whatsoever relating to any of the contents of these videos. DISCLAIMER: INFORMATION PROVIDED BY THE BITCOIN MATRIX PODCAST IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND FREEDOM FROM INFRINGEMENT. The viewer of this video assumes the entire risk of any acting on any information contained herein. No representation is made that any regulatory authority has passed on the merits, adequacy or accuracy of this information. The viewer assumes all liability.

Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants—semiconductors, hyperscalers, pure-play AI software, enterprise apps, and data center REITs—this episode looks at some of the less obvious but equally important beneficiaries of AI. From utilities and grid infrastructure to commodities like uranium, copper, and natural gas, they explore the backbone powering AI’s massive energy demand. They also dig into healthcare, cybersecurity, IT consulting, and industrial automation—sectors where AI is already improving efficiency, margins, and innovation in ways most investors overlook. Once again, they highlight dozens of companies and ETFs across these subsectors, balancing both the opportunities and the risks. If you’re wondering how to get diversified AI exposure beyond the usual suspects like NVDA and MSFT, this episode is packed with fresh angles and ticker ideas. Tickers discussed: Utilities & infrastructure: NEE, CNP, D, CPX.TO, BEPC, BIP.UN.TO, PWR, MTZ, SU, ENB Commodities & energy: TECK.B.TO, TOU.TO, URA, U.UN.TO, UNG, ZEO.TO, BCIM Healthcare: GEHC, SMMNY, PFE, ISRG, WELL.TO, ZHQ.TO Cybersecurity: CRWD, PANW, HAK, CYBR.TOConsulting & IT services: ACN, IBM, INFY Industrial automation: ROK, ABB, PNG.V Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

We would love to hear your feedback!We share real earnings, test a new Amazon Flex site, debate DoorDash metrics, and push on safety after an Uber assault lawsuit. We also unpack Lyft's tip info, laugh at a robot dodging a fire truck, and consider who might own future robotaxi fleets.News Links for EP 270• Patreon updates and community shoutouts• Telegram group: voice notes, app tips, weekly clip• Weekend earnings and Spark route realities• New Amazon Flex warehouse: access and routing issues• DoorDash shopper metrics penalising replacements• Lyft tipping transparency and selection bias• Delivery safety: steps, slips, and seatbelt boundaries• Uber assault lawsuit and driver safety tools• Delivery robots on sidewalks and right-of-way• Amazon dog deterrent optics and policy risk• Airport pricing, long-ride economics, and refusals• REITs, fleets, and who owns robotaxis nextJoin us on Patreon—seven-day free trial: patreon.com/thegigeconpodcastSearch “Gig Economy Podcast” on TikTok and subscribe so we can stream properly to TikTokSupport the showEverything Gig Economy Podcast Related: Download the audio podcast Newsletter Octopus is a mobile entertainment tablet for your riders. Earn 100.00 per month for having the tablet in your car! No cost for the driver! Want to earn more and stay safe? Download Maxymo Love the show? You now have the opportunity to support the show with some great rewards by becoming a Patron. Tier #2 we offer free merch, an Extra in-depth podcast per month, and an NSFW pre-show https://www.patreon.com/thegigeconpodcast The Gig Economy Podcast Group. Download Telegram 1st, then click on the link to join. TikTok Subscribe on Youtube

Laurie McCarty is joined by fellow KNZR host and financial expert Andy Barkate, president of California Retirement Plans, for an in-depth conversation about Real Estate Investment Trusts (REITs). They explore what REITs are, how they work, the different types available, and the potential benefits and risks of including them in your portfolio. Whether you are retired, planning for retirement, or simply curious about expanding your investment knowledge, this conversation provides valuable insights into how REITs can play a role in building long-term financial stability.

Kathy Jones and Liz Ann Sonders look at the state of the markets a week after the quarter-point Fed rate cut. They also discuss the implications of the lower rate for the broader market, the particular dynamics of the Federal Reserve's economic projections, and the current state of the labor market. Next, Kathy speaks with Robin Brooks, senior fellow in the Global Economy and Development Program at the Brookings Institution. They discuss the current state of central bank policies, focusing on the recent Fed meeting and its implications for the dollar and global markets. They explore the complexities of market reactions to Fed easing, the long-term outlook for the dollar, and the importance of institutional integrity in maintaining the dollar's status as a reserve currency. Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Currency trading is speculative, very volatile and not suitable for all investors.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-KKW0) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our Co-Head of Securitized Products Research James Egan joins our Chief Economic Strategist Ellen Zentner to discuss the recent challenges facing the U.S. housing market, and the path forward for home buyers and investors. Read more insights from Morgan Stanley.----- Transcript ----- James Egan: Welcome to Thoughts on the Market. I'm James Egan, U.S. Housing Strategist and Co-Head of Securitized Products Research for Morgan Stanley. Ellen Zentner: And I'm Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley Wealth Management. James Egan: And today we dive into a topic that touches nearly every American household, quite literally. The future of the U.S. housing market. It's Thursday, September 25th at 10am in New York. So, Ellen, this conversation couldn't be timelier. Last week, the Fed cut interest rates by 25 basis points, and our chief U.S. Economist, Mike Gapen expects three more consecutive 25 basis point cuts through January of next year. And that's going to be followed by two more 25 basis point cuts in April and July. But mortgage rates, they're not tied to fed funds. So even if we do get 6.25 bps cuts by the end of 2026, that in and of itself we don't think is going to be sufficient to bring down mortgage rates, though other factors could get us there.Taking all that into account, the U.S. housing market appears to be a little stuck. The big question on investors' minds is – what's next for housing and what does that mean for the broader economy? Ellen Zentner: Well, I don't like the word stuck. There's no churn in the housing market. We want to see things moving and shaking. We want to see sellers out there. We want to see buyers out there. And we've got a lot of buyers – or would be buyers, right? But not a lot of sellers. And, you know, the economy does well when things are moving and shaking because there's a lot of home related spending that goes on when we're selling and buying homes. And so that helps boost consumer spending. Housing is also a really interest rate sensitive sector, so you know, I like to say as goes housing, so goes the business cycle. And so, you don't want to think that housing is sort of on the downhill slide or heading toward a downturn [be]cause it would mean that the entire economy is headed toward a downturn. So, we want to see housing improve here. We want to see it thaw out. I don't like, again, the word stuck, you know. I want to see some more churn. James Egan: As do we, and one of the reasons that I wanted to talk to you today is that you are observing all of these pressures on the U.S. housing market from your perspective in wealth management. And that means your job is to advise retail clients who sometimes can have a longer investment time horizon. So, Ellen, when you look at the next decade, how do you estimate the need for new housing units in the United States and what happens if we fall short of these estimated targets? Ellen Zentner: Yeah, so we always like to say demographics makes the world go round and especially it makes the housing market go round. And we know that if you just look at demographic drivers in the U.S. Of those young millennials and Gen Z that are aging into their first time home buying years – whether they're able to immediately or at some point purchase a home – they will want to buy homes. And if they can't afford the homes, then they will want to maybe rent those single-family homes. But either way, if you're just looking at the sheer need for housing in any way, shape, or form that it comes, we're going to need about 18 million units to meet all of that demand through 2030. And so, when I'm talking with our clients on the wealth management side, it's – Okay, short term here or over the next couple of years, there is a housing cycle. And affordability is creating pressures there. But if we look out beyond that, there are opportunities because of the demographic drivers – single family rentals, multi-family. We think modular housing can be something big here, as well. All of those solutions that can help everyone get into a home that wants to be. James Egan: Now, you hit on something there that I think is really important, kind of the implications of affordability challenges. One of the things that we've been seeing is it's been driving a shift toward rentership over ownership. How does that specific trend affect economic multipliers and long-term wealth creation? Ellen Zentner: In terms of whether you're going to buy a single-family home or you're going to rent a single-family home, it tends to be more square footage and there's more spending that goes on with it. But, of course, then relatively speaking, if you're buying that single family home versus renting, you're also going to probably spend a lot more time and care on that home while you're there, which means more money into the economy. In terms of wealth creation, we'd love to get the single-family home ownership rate as high as possible. It's the key way that households build intergenerational wealth. And the average American, or the average household has four times the wealth in their home than they do in the stock market. And so that's why it's very important that we've always created wealth that way through housing; and we want people to own, and they want to own. And that's good news. James Egan: These affordability challenges. Another thing that you've been highlighting is that they've led to an internal migration trend. People moving from high cost to lower cost metro areas. How is this playing out and what are the economic consequences of this migration? Ellen Zentner: Well, I think, first of all, I think to the wonderful work that Mark Schmidt does on the Munis team at MS and Co. It matters a great deal, ownership rates in various regions because it can tell you something about the health of the metropolitan area where they are. Buying those homes and paying those property taxes. It can create imbalances across the U.S. where you've got excess supply maybe in some areas, but very tight housing supply in others. And eventually to balance that out, you might even have some people that, say, post-COVID or during COVID moved to some parts of the country that have now become very expensive. And so, they leave those places and then go back to either try another locale or back to the locale they had moved from. So, understanding those flows within the U.S. can help communities understand the needs of their community, the costs associated with filling those needs, and also associated revenues that might be coming in. So, Jim, I mentioned a couple of times here about single family renting, and so from your perch, given that growing number of single-family rentals, how is that going to influence housing strategy and pricing? James Egan: It is certainly another piece of the puzzle when we look at like single family home ownership, multi-unit rentership, multi-unit home ownership, and then single family rentership. Over the past 15 years, this has been the fastest growing way in which kind of U.S. households exist. And when we take a step back looking at the housing market more holistically – something you hit on earlier – supply has been low, and that's played a key role in keeping prices high and affordability under pressure. On top of that, credit availability has been constrained. It's one of the pillars that we use when evaluating home prices and housing activity that we do think gets overlooked. And so even if you can find a home to buy in these tight inventory environments, it's pretty difficult to qualify for a mortgage. Those lending standards have been tight, that's pushed the home ownership rate down to 65 percent. Now, it was a little bit lower than this, after the Great Financial Crisis, but prior to that point, this is the lowest that home ownership rates have been since 1995. And so, we do think that single family rentership, it becomes another outlet and will continue to be an important pillar for the U.S. housing market on a go forward basis. So, the economic implications of that, that you highlighted earlier, we think that's going to continue to be something that we're living with – pun only half intended – in the U.S. housing market. Ellen Zentner: Only half intended. But let me take you back to something that you said at the beginning of the podcast. And you talked about Gapen's expectation for rate cuts and that that's going to bring fed funds rate down. Those are interest rates, though that don't impact mortgage rates. So how do mortgage rates price? And then, how do you see those persistently higher mortgage rates continuing to weigh on affordability. Or, I guess, really, what we all want to know is – when are mortgage rates going to get to a point where housing does become affordable again? James Egan: In our prior podcast, my Co-Head of Securitized Products Research, Jay Bacow and myself talked about how cutting fed funds wasn't necessarily sufficient to bring down mortgage rates. But the other piece of this is going to be how much lower do mortgage rates need to go? And one of the things we highlighted there, a data point that we do think is important. Mortgage rates have come down recently, right? Like we're at our lowest point of the year, but the effective rate on the outstanding market is still below 4.25 percent. Mortgage rates are still above 6.25 percent, so the market's 200 basis points out of the money. One of the things that we've been trying to do, looking at changes to affordability historically. What we think you really need to see a sustainable growth in housing activity is about a 10 percent improvement in affordability. How do we get there? It's about a 5.5 percent mortgage rate as opposed to the 6 1/8th to 6.25 where we were when we walked into this recording studio today. We think there will be a little bit response to the move in mortgage rates we've already seen. Again, it's the lowest that rates have been this year, and there have been some… Ellen Zentner: Are those fence sitters; what we call fence sitters? People that say, ‘Oh gosh, it's coming down. Let me go ahead and jump in here.' James Egan: Absolutely. We'll see some of that. And then from just other parts of the housing infrastructure, we'll see refinance rates pick up, right? Like there are borrowers who've seen originations over the course of the past couple years whose rates are higher than this. Morgan Stanley actually publishes a truly refinanceable index that measures what percentage of the housing market has at least a 25 basis point incentive to refinance. Housing market holistically after this move? 17 percent? Mortgages originated in the last two years, 61 percent of them have that incentive. So, I think you'll see a little bit more purchase activity. Again, we need to get to 5.5 percent for us to believe that will be sustainable. But you'll also see some refinance activity as well, right? Ellen Zentner: Right, it doesn't mean you get absolutely nothing and then all of a sudden the spigot opens when you get to 5.5 percent. Anecdotal evidence, I have a 2.7 percent 30-year mortgage and I've told my husband, I'm going to die in this apartment. I'm not moving anywhere. So, I'm part of the problem, Jim. James Egan: Well, congratulations to you on the mortgage… Ellen Zentner: Thank you. I wasn't trying to brag, But yes, it feels like, you know, your point on perspective folks that are younger buyers, you know, are looking at the prevailing mortgage rate right now and saying, ‘My gosh, that's really high.' But some of us that have been around for a lot longer are saying, ‘Really, this is fine.' But it's all relative speaking. James Egan: When you have over 60 percent of the mortgage market that has a rate below 4.5 percent, below 4 percent, yes, on a long-term basis, mortgage rates don't look particularly high. They're very high relative to the past 15 years, and to your point on a 2.7 percent mortgage rate, there's no incentive for you... Or there's limited incentive for you to sell that home, pay off that 2.7 percent mortgage rate, buy a new home at higher prices, at a much higher mortgage rate. That has – I know you don't like the word stuck – but it has been what's gotten this housing market kind of mired in its current situation. Price is very protective. Activity pretty low. Ellen Zentner: Jim, we've been talking about all the affordability issues and so let's set mortgage rates aside and talk about policy proposals. Are there specific policies that could also help on the affordability front? James Egan: So, there's a number of things that we get questions about on a pretty regular basis. Things like GSE reform, first time home buyer tax credits, things that could potentially spur supply. And look, the devil is in the details here. My colleague, Jay Bacow, has done a lot of work on GSE reform and what we're really focusing on there is the nature of the guarantee as well as the future of regulation and capital charges. For instance, U.S. banks own approximately one-third of the agency mortgage-backed securities market. Any changes to regulatory capital as a result of GSE reform, that could have implications for their demand, and that's going to have implications on mortgage rates, right? First time home buyer tax credits. We have seen those before – the spring of 2008 to 2010, and if we use that as a case study, we did see a temporary rise in home sales and a pause in the pace with which home prices were falling. But the effects there were temporary. Sales and prices wouldn't hit their post housing crisis lows until after those programs expired. Ellen Zentner: Right. So, you were incentivized to buy the house. You get the credit; you buy the house. But then unbeknownst to any economist out there, housing valuations continued to fall. James Egan: You could argue that it maybe pulled some demand forward. And so, you saw a lot of it concentrated and then the absence of that demand afterwards. And then on the supply side, there are a number of different programs we have touched on, some of them in these podcasts in the past. And then some of those questions become what needs to go through Congress, what is more kind of local municipality versus federal government. But look, the devil's in the details. It's an incredibly interesting housing market. Probably one that's going to be the source of many podcasts to come. So, Ellen, given all these challenges facing the U.S. housing market. Where do you see the biggest opportunities for retail investors? Ellen Zentner: So, in our recent note Housing in the Next Decade, we took a look at single family renting; you and I have talked about how that's likely to still be in favor for some time. REITs with exposure to select U.S. rental markets; what about senior housing? That is something that you've done deep research on, as well. Senior and affordable housing providers, home construction and materials companies. What about building more sustainable homes with a good deal of the climate change that we're seeing. And financial technology firms that offer flexible financing solutions. So, these are some of the things that we think could be in play as we think about housing over the long term. James Egan: Ellen, thank you for all your insights. It's been a pleasure to have you on the podcast. And I guess there's a key takeaway for investors here. Housing isn't just about where we live, it's about where the economy is headed. Ellen Zentner: Exactly. Always a pleasure to be on the show. Thanks, Jim. James Egan: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

In this episode of the Real Estate Pros podcast, host Erika interviews Steve Lampe, a seasoned professional with RE-MAX Commercial. Steve shares his journey from an accounting background to a successful career in commercial real estate, highlighting how his finance skills help him analyze deals. He discusses the appeal of commercial real estate, the importance of networking, and current market dynamics in Southern California. Steve also provides valuable advice for new investors, from considering triplexes to exploring syndication and REITs. He dives into future market trends, including generational wealth transfer and the impact of interest rates, while emphasizing the importance of understanding legal documents. Finally, he underscores how technology has leveled the playing field for newcomers, making research and historical sales data more accessible than ever.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

This week, Michael Bull, CCIM, is joined by Ed Pierzak, Senior VP of Research with NAREIT, to explore the current landscape of Real Estate Investment Trusts (REITs) amidst a fluctuating commercial real estate market. They discuss the performance of REITs in light of rising interest rates, operational metrics, and the implications of recent market changes. Ed also shares insights from NAREIT's latest reports, as well as his thoughts on bifurcation within the office sector and the potential for REITs to capitalize on acquisition opportunities as the market evolves. Tune in to gain valuable perspectives on how REITs can fit into your investment strategy and the outlook for the commercial real estate sector. Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestate  

Should I collect Social Security early & invest the proceeds into the stock market? This is the age-old question I see on a nearly daily basis in retirement forums. An article from Morningstar - written by Christine Benz and features a conversation with Social Security expert Mary Beth Franklin - gives me the basis for sharing six obstacles for claiming instead of waiting.  Also, we share a listener question about whether retirees should stick with the traditional 60/40 stock-and-bond portfolio or branch out into alternatives like gold, REITs, or managed futures to help with risk management and withdrawal rate. Resource: Article by Christine Benz featuring Mary Beth Franklin on Morningstar: Does It Make Sense to File Early for Social Security and Invest in the Market?   Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Work with Benjamin: https://retirementstartstoday.com/start Follow Retirement Starts Today in:Apple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart  Get the book!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement  

On Healthy Mind, Healthy Life, host Sana digs into a clear, step-by-step approach to building a cash-flowing U.S. real estate portfolio with only ~20% down. Guest Axel Meierhoefer breaks down mindset, savings habits (pay yourself first), and his Out-of-State Turnkey (OSTK) method—why single-family rentals in affordable markets can compound steadily through leverage, rent, amortization, and tax benefits. We also address risk management: cash-flow screens, reserves, tenant stability, and long-term horizons so wealth grows without spiking anxiety. Direct, practical, and designed for listeners who want financial independence without gambling.   About the Guest  : Axel Meierhoefer is a real-estate mentor and founder of Ideal Wealth Grower. After a career in the Air Force and consulting, he built a seven-figure rental portfolio and now mentors investors on turnkey, out-of-state single-family strategies that emphasize cash flow, sensible leverage, and systemized operations.   Key Takeaways: Pay yourself first: auto-allocate 10–15% of income into a separate investing account so the down payment fund steadily compounds. Small market advantage: target affordable, landlord-friendly U.S. metros where the price-to-rent ratio supports positive cash flow. Single-family stability: SFR tenants often stay longer than small multis, lowering turnover costs and stress. 20% down ≠ high risk when screened well: buy cash-flow positive properties after mortgage, taxes, insurance, management, and maintenance. Reserves are non-negotiable: bank monthly cash flow to cover vacancy and CapEx, so risk decreases over time. Leverage math (example): $20k down on a $100k home + 5% appreciation ≈ $5k equity gain (25% on cash invested) before amortization and tax benefits. Mindset > mechanics: set a target (e.g., $20–30k), track monthly progress, and keep the focus on long-term investing, not short-term speculation. Entry ladder if 20% is tough: consider REITs or tokenized real estate to begin learning while saving toward direct ownership.   Connect with the Guest   Website: idealwealthgrower.com Complimentary Discovery Call: Use the “Discovery Call” button on the top-right of the site to discuss goals and the mentoring process.   Want to be a guest on Healthy Mind, Healthy Life? DM on PM - Send me a message on PodMatch DM Me Here: https://www.podmatch.com/hostdetailpreview/avik   Disclaimer: This video is for educational and informational purposes only. The views expressed are the personal opinions of the guest and do not reflect the views of the host or Healthy Mind By Avik™️. We do not intend to harm, defame, or discredit any person, organization, brand, product, country, or profession mentioned. All third-party media used remain the property of their respective owners and are used under fair use for informational purposes. By watching, you acknowledge and accept this disclaimer.   Healthy Mind By Avik™️ is a global platform redefining mental health as a necessity, not a luxury. Born during the pandemic, it's become a sanctuary for healing, growth, and mindful living. Hosted by Avik Chakraborty—storyteller, survivor, wellness advocate—this channel shares powerful podcasts and soul-nurturing conversations on: • Mental Health & Emotional Well-being• Mindfulness & Spiritual Growth• Holistic Healing & Conscious Living• Trauma Recovery & Self-Empowerment With over 4,400+ episodes and 168.4K+ global listeners, join us as we unite voices, break stigma, and build a world where every story matters.

Retirement is largely a math game, and calculators can help you crunch the numbers. Sean Gates of Motley Fool Wealth Management joins Robert Brokamp to discuss what to look for in a high-quality retirement tool, and to offer some recommendations. Also in this episode:-How the Fed rate cut will affect your finances -REITs have similar long-term returns as the S&P 500 but dissimilar short-term returns, which can add diversification to your portfolio – whether you like it or not -How the 0.01% rule can help determine whether you can afford an impulse purchase -The job market is slowing down, so it might be time to bulk up your resume Investments discussed: VNQ Host: Robert BrokampGuest: Sean GatesEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Don and Tom take listeners on a “mountaintop” look at today's frothy markets, exploring elevated valuations, retail trading spikes, and record margin debt. They unpack what these numbers really mean, warn against trying to time the market, and reiterate the need for diversification and a long-term plan. Listener questions include a young investor's Fidelity-heavy portfolio, a 30-something's aggressive allocation and risk score mismatch, and a listener inquiry about “investwithroots.com,” which Don dissects as a private real-estate fund with fees and risks that outweigh its glossy promises. 0:04 Opening from the market “peak” and climbing metaphor 1:38 Market valuation discussion: P/E ratios, concentration in top 10 stocks 3:21 Surge in retail trading, meme stocks, margin debt, Robinhood sentiment 5:13 Economic uncertainty and why market timing doesn't work 6:11 Staying with your plan and portfolio diversification 7:15 Risks of U.S. large-cap concentration in typical portfolios 8:03 The need to include small-cap, value, and international stocks 9:14 Eugene Fama's “trading is like soap” warning and why trading destroys wealth 10:46 Practical advice: stop trying to outsmart the market, build a plan 13:22 Listener Q1: 18-year-old's portfolio—too much large-cap, not enough international or small value 16:15 Listener Q2: 30-year-old with $100K—good diversification but needs bonds for risk profile 19:25 Listener Q3: Investwithroots.com analysis—fees, geographic risk, private REIT red flags 24:16 Why public REITs like Vanguard's VNQ offer better diversification/liquidity Learn more about your ad choices. Visit megaphone.fm/adchoices