Podcasts about reits

Finally! U-Haul's President and CEO Joe Shoen took a public stand in opposition to the deplorable pricing practices most of the bigger REITs and institutional players use today, with the absolute worst being Extra Space in my opinion. I am talking about the bait and switch tactic of luring customers in with lower rates, then raising them exponentially, knowing it is difficult for many customers to move. U-Haul nationwide is declaring enough is enough and offering a 12-month rent rate lock to new customers. Let's explore why I think this is so important and what could be avoided for our industry. **Self-Storage Turnaround Playbook** https://creatingwealththroughselfstorage.lpages.co/episode-476-four-steps-i-use-to-revive-a-self-storage-facility-non-fb/ **Startup Checklist** https://creatingwealththroughselfstorage.lpages.co/episode-475-self-storage-startup-checklist-4-steps-owners-miss/ **Cap Rate, ROI & IRR Calculator** https://creatingwealththroughselfstorage.lpages.co/episode_472_cap-roi-irr-worksheet-2/ **The 4 Critical Metrics Download** https://creatingwealththroughselfstorage.lpages.co/episode-474-4-critical-metrics/ **Five Mistakes PDF* https://creatingwealththroughselfstorage.lpages.co/episode-473-5-mistakes-new-owners-make-in-self-storage/ **Cap Rate, ROI & IRR Calculator** https://creatingwealththroughselfstorage.lpages.co/episode_472_cap-roi-irr-worksheet-2/ **Online Courses at The Quickstart Academy** https://TheQuickStartAcademy.com/ **Listen on Apple Podcasts** **5 KPIs we measure** https://creatingwealththroughselfstorage.lpages.co/top-5-kpi-ebook/ **My blog** Creating Wealth Through Self Storage **Facebook** https://www.facebook.com/markhelmselfstorage/ **Twitter** Tweets by MarkHelmSelfSt **The Storage World Analyzer** http://storageworldanalyzer.com/ **The QuickStart Academy Store** https://quick-start-academy.myshopify.com

Most busy professionals love the idea of real estate investing… until they envision tenants, toilets, and 2 AM phone calls.   If you've ever thought “I know I should own real estate, but I don't have the time to manage properties,” you're not alone. A lot of high-income earners want exposure to real estate, but the thought of becoming a landlord feels like signing up for a second job.   What most people don't realize is there's a third way to invest in real estate that sits between buying rental properties yourself and simply buying REITs in the stock market.   That strategy is called real estate syndications. In this episode, we break down how they work, why investors use them, and how busy professionals can invest in real estate without managing tenants or properties themselves.   We walk through the two key roles in a syndication, general partners and limited partners, how deals are structured, and why this model allows investors to participate in larger real estate projects while staying completely passive. Book your call with Neo Home Loanshttps://www.neoentrepreneurhomeloans.com/wealthjuice/ Book your mentorship discovery call with Cory RESOURCES

Indians put more than half their household wealth into real estate. But almost all of it goes into one kind: residential. Commercial property like offices, shops, warehouses, barely features in the average Indian portfolio. Some investors argue that that might be a mistake. Commercial real estate offers higher rental yields, steadier returns, and in some cases, fewer headaches than the family flat. And today, you don't even need a crore to get in. REITs, SM REITs, and AIFs have opened the door to smaller investors. But the office isn't a free lunch. The risks are real, and they're different from anything most Indian investors are used to.This is a read-aloud version of this story from The Ken.Tune in. 

The ASX 200 cratered another 252 points to 8599 (2.9%), as buyers stepped in as the afternoon wore on. Well off lows, but unconvincing. Oil prices in Asia soared with regional markets falling hard. Across the board losses led by BHP down 5.1% and RIO off 3.8%. Gold miners sold down despite bullion holding up relatively well. NST down 6.2% and EVN off 5.9% with WGX falling 5.7%. Lithium stocks under siege, PLS down 6.7% and MIN off 1.6%. Copper stocks walloped, SFR down 8.2% and other base metal stocks falling. BSL dropped 4.4%. Oil and gas stocks better, but not racing away. WDS up 2.0% and STO up 2.4% with coal stocks better. Uranium stocks dropped, PDN down 7.9% and BOE falling 6.5%. Banks were hit too but off lows, ANZ dropped 2.3% with CBA down 1.8% and the Big Bank Basket falling to $292.41 (-1.9%). MQG fell 2.4% (off lows) with insurers and other financials easier. XYZ fell 4.5% and HUB down 5.4%. REITs fell, GMG off 2.0% and SCG down 3.6%. Industrials were also hit in the Monday flush. BXB down 4.8%, QAN fell 4.5% on higher jet fuel prices, TLS eased 1.3% and healthcare stocks dropped. CSL down 2.8% and RMD off 3.2%. Tech stocks back under pressure again, XRO down 4.8% and TNE off 3.7%. The All-Tech Index fell 3.7%.In corporate news, DNL fell 9.7% on the sale of its fertiliser business. DGT fell 7.4% as its CEO stepped back for a time. PME fell 0.9% despite a renewal of a $40m contract. NAN gained 3.8% on FDA clearance for an expanded range of indications.In economic news, nothing on the local front. 10-year yields jumped to 4.94%. Asian market flushed, Japan down 6.8% (Nikkei), Topix down 4.5%, HK down 2.4% and China down 0.9%. Korea KOSPI down 8.8%.US Futures down. DJ down 831. Nasdaq down 480.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1985: Nick Loper breaks down why real estate and network marketing remain so attractive, and why they can quietly derail your wealth-building goals. He explores smarter, lower-risk alternatives like REITs, small business acquisitions, and "selling shovels" into trending markets, helping you think more strategically about leverage, risk, and long-term income. If you're drawn to passive income or turnkey business models, this is a practical guide to choosing a path that actually stacks the odds in your favor. Read along with the original article(s) here: https://www.sidehustlenation.com/popular-side-hustles/ Quotes to ponder: "Fall in love with the problem, NOT the solution." "The biggest challenge with network marketing is just that: your "network."" "When you eventually tap out your audience of warm contacts, you stall out and give up." Episode references: U.S. Small Business Administration (SBA): https://www.sba.gov/

In the second of our two-part panel discussion from Morgan Stanley's TMT conference, our analysts break down the complexity of financing AI's infrastructure and the technological disruption happening across industries.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome back to Thoughts on the Market, and welcome to part two of our conversation live from the Technology, Media and Telecom conference. I'm Michelle Weaver, U.S. Thematic and Equity Strategist at Morgan Stanley. Today we're continuing our conversation with Stephen Byrd, Josh Baer and Lindsay Tyler. This time looking at financing AI and some of the risks to the story. It's Friday, March 6th at 11am in San Francisco. So yesterday we spoke about AI adoption. And while there's a lot of excitement on this theme, there've also been some concerns bubbling up. Lindsay, I want to start with you around financing. That's another critical component of the AI build out. What's your latest on the magnitude of the data center financing gap, and what role [are] credit markets playing here? Lindsay Tyler: Yeah, in partnership with Thematic Research, Stephen and team, and colleagues across fixed income research last summer, we did put out a note, thinking about the data center financing gap, right? So, Stephen and team modeled a $3 trillion global data center CapEx need over a four-year timeframe. So, in partnership with fixed income across asset classes, we thought: okay, how will that really be funded? And we came to the conclusion that the hyperscalers, the high quality hyperscalers, generate a good amount of cash flow, right? So, there's cash from ops that can fund approximately half of that. But then we think that fixed income markets are critical to fund the rest of the funding gap. And really private credit is the leader in that and then aided by corporate credit and also securitized credit. What we've seen since is that yes, private credit has served a role. There is this difference between private credit 1.0, which is more of that middle market direct lending. And then private credit 2.0, which is more ABF – Asset Based Finance or Asset Backed Finance. And what we see there is an interest in leases of hyperscaler tenants, right? We've also seen in the market over the past nine months or so, investment grade bond issuance by hyperscalers. Obviously, a use of cash flow by hyperscalers. We've seen the construction loans with banks and also private credit per reports. We've also seen high yield bond issuance, which is kind of a new trend for construction financing. We've seen ABS and CMBS as well. And then something new that's emerging in focus for investors is more of a chip-backed or compute contract backed financings, like more creative solutions. We're really in early innings of the spend right now. And so, there is this shift. As we start to work through the construction early phases, the next focus is: okay, but what about the chips? And so, I think a big focus is that, you know, chips are more than 50 percent of the spend for if you're looking at a gigawatt site. And it depends what type of chips and kind of what generation. But that's the next leg of this too. So, it's kind of a focus, you know, for 2026. Michelle Weaver: And how do you view balance sheet leverage and financing when you think about hyperscaler debt raising magnitude and timelines? Lindsay Tyler: So just to bring it down to more of a basic level, if you need compute, you really might need two things, right? A powered shell and then the chips. And so, if you're looking for that compute, you could kind of go in three basic ways. You could look to build the shell and kind of build and buy the whole thing. You could lease the shell, from, you know, a developer, maybe a Bitcoin miner too – that is converted to HBC. And then you kind of buy the chips and you put them in yourselves. Or you could lease all the compute; quote unquote lease, it's more of a contract. In terms of the funding, if you're thinking about the cash flows of some of the big companies – think of that as primarily being put towards chip spend. If you're thinking about the construction that's kind of split between cash CapEx but also leases. And so, what we've seen is that there is more than [$]600 billion of un-commenced lease obligations that will commence over the next two to five years, across the big four or five players. And then my equity counterparts estimate around [$]700 billion of cash CapEx that needs this year for some of those players as well. So, these are big numbers. But that's kind of how, at a basic level, they're approaching some of the financing. It's a split approach. Michelle Weaver: And what have you learned around financing the past few days at the conference? Anything incremental to share there? Lindsay Tyler: Sure. Yeah. I think I found confirmation of some key themes here at the conference. The first being that numerous funding buckets are available. That was a big focus of our note last year is that you can kind of look at asset level financing. You can look at public bonds, you can look at some equity. There are these different funding buckets available.The second is that tenant quality matters for construction financing. I think I've seen this more in the markets than maybe at this conference over the past two to three weeks. But that has been a focus of pricing for the deals, but also market depth for the deals. A third confirmation of a key theme was around the neo clouds and also the GPU as a service business models. Thinking about those creative financings, right. Are they thinking about from their compute counterparties? Would they like upfront payments? Might they look to move financing off [the] balance sheet, if they have a very high-quality investment grade rated counterparty? So, there is some of this evolution around those solutions. And then a fourth key theme is just around the credit support. And Stephen has and I have talked about this around some of the Bitcoin miners – is that, you know, there can be these higher quality investment grade players that might look to lend their credit support. Maybe a lease backstop to other players in the ecosystem in order to get a better pricing on construction financing. And we are seeing some press pickup around how that might play out in chip financing down the road too. Michelle Weaver: Mm-hmm. AI driven risk and potential disruption has been a big feature of the price action we've seen year-to-date in this theme. Stephen, what are some asset classes or businesses you see as resistant to some of this disruption? Stephen Byrd: We spend a lot of time thinking about, sort of, asset classes that are resistant to deflation and disruption. And what's interesting is there's actually a handful of economists in the world that are doing remarkable work on this concept. That they would call it the economics of transformative AI. There are three Americans, two Canadians, two Brits, a number of others who are doing really, really interesting work. And essentially what they're looking at is what do economies look like? As we see very powerful AI enter many industries – cause price reductions, deflation… What does that do? They have a lot of interesting takeaways, but one is this idea that the relative value of assets that cannot be deflated by AI goes up. Very simple idea. But think of it this way, I mean, there's only, you know, one principle resort on Kauai. You know, there's a limited amount of metals. And so, what we go through is this list that's gotten a lot of investor attention of resistant asset classes or more of the resistant asset classes that can go up in value. So, there are obvious ones like land, though you have to be a little careful with real estate in the sense that like, office real estate probably wouldn't be where you would go. Nor would you potentially go sort of towards middle income, lower income housing. But more, you know, think of industrial REITs, higher-end real estate. But there are a lot of other categories that are interesting to me. All kinds of infrastructure should be quite resistant, all kinds of critical materials. Metals should do extremely well in this. But then when you go beyond that, it's actually kind of interesting that there; arguably there's a longer list than those classic sort of land and metals examples.Examples here would be compute… Michelle Weaver: Mm-hmm. Stephen Byrd: I thought Jensen put it, well, you know, if there's a limited amount of infrastructure available, you want to put the best compute. And ultimately, in some ways, intelligence becomes the new coin of the realm in the world, right? So, I would want to own the purveyors of intelligence. It could include high-end luxury. It could include unique human experiences. So, I don't know how many of y'all have children who are sort of college age. But my children are college age, and they absolutely hate what they would call AI slop.They want legit human content, and they seek it out. And they absolutely hate it when they see bad copies of human content. And so, I think there is a place in many parts of the economy for unique human experiences, unique human content, and it's interesting to kind of seek out where that might be in the economy. So those would be some examples of resistant assets. Michelle Weaver: Mm-hmm. Josh, software's been at really the center of this AI disruption debate. How would you compare the current pullback in software multiples to prior periods of peak uncertainty? And do you think any of these concerns are valid? Or how are you thinking about that? Josh Baer: Great question. I mean, software multiples on an EV to sales basis are down 30 – 35 percent just from the fall, I will say. And that's overall in the group. A lot of stocks, multiple handfuls, are down 60-70 percent over the last year. And what's being priced in is really peak uncertainty, a lot of fear. And these multiples, now four times sales – takes us all the way back about 10 years to the shift to cloud. And this time in many ways reminds us of that period of peak fear. In this case, what's being priced in is terminal value risk. We talked about this TAM yesterday. But you know, who is going to win that share? How is it divided from a competitive perspective across these model providers? The LLMs with new entrants. Of course, the incumbents. And this other idea of in-housing. Michelle Weaver: Mm-hmm. Josh Baer: So, there's competitive risk, there's business model risk. Are companies going to need to change their pricing models from seat-based to consumption or hybrid. And then last margin risk. Just thinking about the higher input costs and higher capital intensity. And so, you know, all of those fears are being priced in right now. Michelle Weaver: And we, of course though, had a bunch of these companies live with us at the conference. How are they responding to some of these risks? How are they addressing these investor concerns? Josh Baer: Most of the companies here from our coverage are the incumbent software vendors. And I think that the leadership teams did a really nice job coming out and defending their competitive moats and really articulating the story of why they are in a great position to capitalize on the opportunity. And the reasons can vary across different companies. But some of the commonalities are around enterprise grade, trust, security, governance, acceptance from IT organizations.The idea of vibe coding all apps in an organization get squashed when you actually talk to companies and chief information officers. For some companies there's proprietary data moats, network effects. All of that's on top of existing customer relationships. And so, you know, that was the message from the companies that we had. That we're the incumbents. We get to use all of the same innovative AI technology in the same way that all these different competitive buckets do. But we have, you know, that differentiation in that moat. And so, we're in a good place. Michelle Weaver: I want to wrap on a positive note. Stephen, what did you hear at the conference that you're most excited about? Stephen Byrd: I'd say the life sciences. A few investors pointed out that perhaps AI has a PR problem these days. And I do think showing a significant benefit to humanity in terms of improved health outcomes, whether that's just better diagnosis, you know. Away from this event, but I was in India the week before and, you know, AI can have a powerful benefit to the people who suffer the most in terms of providing very powerful medical tools in a distributed manner. So, I'm a big fan there.But you know, in many ways, curing the most challenging diseases plaguing humanity. The kind of problems involved in providing those and developing those cures are perfect for AI. So that, for me – stepping way back – that is by far the most exciting thing. Michelle Weaver: Josh, same to you. What are you most excited about? Josh Baer: From my perspective, it's potentially the turning point for software. The ability to showcase that we are at this inflection point and acceleration. To actually see that it takes time for our software companies to develop new AI technologies. Put that into products that have been tested and proven and go through the enterprise adoption cycle. And that we're at the cusp of more adoption – that's what our survey work says. And to see that inflection, I think can help to rerate this sector. Michelle Weaver: Lindsay, same question for you… Lindsay Tyler: Maybe I'll tie it to markets. I've already had a lot of more conversations with equity investors over the past, how many months? There's a big fixed income focus right now, which is a great, you know, spot and really interesting opportunity in my seat. And there's a lot of interesting structures coming to be right now in the credit space. So, I think it's an exciting time. Michelle Weaver: Lindsay, Stephen, Josh, thank you very much for joining to recap the event and let us know what you learned at the conference. To our audience, thank you for listening here live. And to our audience tuning in, 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.

This episode marks Kathy Jones' farewell as co-host of On Investing. Collin Martin, Schwab's head of fixed income research, takes over as co-host starting on March 20. As Kathy prepares for retirement after a decades-long career in finance, she reflects back on some of the most important lessons she learned throughout her career. She recounts how she started out as a runner at the Chicago Board of Trade before moving into research. Some of her core investing lessons from 50 years in markets include: The trend is your friend, don't marry your investments, and understand risk management.  Then, in light of recent military action in Iran, Kathy and Liz Ann also discuss the state of geopolitical risk and its market implications. 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 Disclosures This 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 are not 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. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  (0326-L457) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ihr kriegt aktuell 25 € vom Scalable-ETF, wenn ihr ein neues Konto eröffnet und nutzt. Dazu unterstützt ihr auch noch diesen Podcast. Mehr Infos gibt's hier. Hier zu unserem Whatsapp-Kanal. Ölpreis steigt. Südkorea-Index hat besten Tag seit 2008. Broadcom sieht 100 Mrd. $ KI-Umsatz bis 2027. Trade Desk bald OpenAI-Werbepartner? Berkshire kauft erstmals seit 22 Monaten Aktien zurück. DHL enttäuscht. Puma gewinnt Milliardär. Victoria's Secret fliegt. Vonovia, LEG (WKN: LEG111) und TAG (WKN: 830350) outperformen den DAX. Die Branche erholt sich, Mieten steigen, Verschuldung sinkt. Aber Zinsrisiken und Regulierung bleiben. Wer mehr Wachstum will, schaut auf TAGs Polen-Expansion. In den USA gibt's riesige REITs wie Welltower (WKN: A1409D), Prologis (WKN: A1JBD1) und Equinix (WKN: A14M21). Vom Seniorenheim bis zum Rechenzentrum ist alles dabei. Sogar Spezial-Cases wie Empire State Realty. Diesen Podcast vom 06.03.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Waiting for rates to drop is often a costly myth—this episode breaks down opportunity cost, why prices adjust fast, and how disciplined buyers use positive leverage, fixed debt, and value-add to win in high-rate markets. Time Stamps: 0:00 - Introduction 0:40 - Thunder slump talk + quick NBA stats 2:56 - “I Call BS” game (market + risk misconceptions) 7:50 - Main topic begins: why waiting hurts (opportunity cost) 8:40 - Lower rates ≠ better deals (competition + compressed spreads) 9:36 - Positive leverage rule + avoid negative leverage 10:05 - Fixed-rate debt + refinance optionality 11:04 - Rates don't create value—pricing adjusts; seller captures rate drops 12:21 - Buy now, win later: refi/sell when rates fall 13:09 - Deals price to today's debt: seller concessions show up 13:39 - Seller financing, rate buydowns, preferred equity, longer DD 14:41 - Why concessions disappear when rates fall (competition/REITs) 15:22 - Downside protection: fixed rate + rent growth in inflationary periods 16:11 - High rates force discipline + cleaner underwriting 16:38 - The “millions” math: lost cash flow + lost rent growth time 17:08 - Pricing lags when rates rise; when rates stabilize, buyers get aggressive 18:00 - Where rates might go next + why “do nothing” may be best 19:06 - Audience question: what's your rate outlook + buying strategy Ready to invest with Criterion?

Michael Knott, head of U.S. REIT research at Green Street, told the REIT Report podcast that REITs have enjoyed a number of tailwinds so far this year, including an AI-driven selloff across broader markets, lower interest rates, and strong access to debt capital. He described it as “a little bit of a nice comeback for the industry on a relative basis.”At the same time, Knott notes that these positive tailwinds are set against a cross current of a weaker outlook on the employment side.During the interview, Knott also commented that one of the newer trends that many larger REITs are gravitating to is fund management and gathering private pools of capital as an alternative to public equity to fund their business. 

The ASX 200 limped around most of the day closing up 39 points to 8940 (0.4%) with a conviction less rally. Banks found their feet with CBA up 0.4% and the Big Bank Basket up to $299.13 (+0.5%). MQG had a rare good day up 3.8% with insurers and other financials better, ZIP rose 9.9%. REITs were mixed, GMG up 2.4% and SCG off 0.5%. In industrials, WES continue to flop, down another 0.7%. Retail was flat, Healthcare better led by CSL up 2.5% and RMD up 0.8%. Tech had a good day too. WTC up 7.1% and XRO up 4.3% with the All-Tech Index up 3.4%. Resources were a hodge-podge. Gold miners slid again with small across the board losses, EVN down 2.1% and NST down 1.9%. Iron ore majors were mixed, BHP down 1.0% and RIO up 1.2%. Lithium stocks better, higher oil prices push many towards electrification. PLS up 1.5% and LTR rising 2.3%. Copper stocks not doing much. Uranium stocks were better, PDN up 2.2% and NXG rising 3.2%. Both VEA and ALD had solid days on petrol price rises. WDS eased 1.0% and STO up 1.0%. Coal stocks were bid up, WHC up 4.3% but NHC down 1.8%.In corporate news, SGR unchanged as the Court ruled that ASIC failed to prove its case. TLC down 0.7% after bringing in a new operating model. On the economic front, China held its Congress with new targets. Iron ore rose as China renewed a pledge to tackle overcapacity and locally household spending was slightly subdued. Annual growth came in at 4.6%.Asian markets bounce back. Japan up 2.1%, HK up 0.8% and China up 1.3%. Korea up close to 11%!10-year yields jump to 4.79%US Futures down DJ off 132pts and Nasdaq down 35—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Seeking Alpha's Head of Quant, Steven Cress, gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron (10:00) 3 REIT strong buys for dividend seekers (17:30)Show Notes:Top 3 Dividend Stocks As A Hedge: Iran Escalation And Inflation Hotter Than Expected6 Smart Stock Ideas For A Barbell Strategy3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The ASX 200 fell 124 points to 9077 (1.3%) as events in the Middle East started to catch up. Comments from Michele Bullock on rate rises didn't help sentiment. Although the RBA is as in the dark as the rest of us in terms of implications. Across the board losses as resources saw profit taking, BHP fell 2.6% and RIO dropped 2.4%. Gold miners eased back after gains yesterday, leverage again being unwound. EVN down 4.5% and NEM off 2.0%. Rare earths and lithium fell hard, PLS dropped 6.8% and MIN off 6.1%. Oil and gas firmed, but not getting carried away. WDS up 0.8% and KAR up another 1.7%. Uranium stocks firmed too, PDN up 0.4% and coal better, WHC up 3.2% as coal prices spiked. Banks eased back slightly with the Big Bank Basket up modestly to $302.82 (+0.2%). MQG dropped 1.7% but MFG soared 21.9% on the Barrenjoey deal and placement. Insurers slipped but REITs hit hard as bond yields rose. GMG down 2.4% and CHC off 2.2%. Healthcare stocks fell led by CSL down 1.4% and FPH down 1.5%. WES dipped 3.6% with retail stocks falling hard on rate rise fears plus higher petrol prices. JBH down 3.2% and APE fell 5.6%. Travel stocks remain on the nose, FLT down 1.8% and WEB falling 2.0%. Tech held up relatively well, WTC off only 2.3% and XRO down 1.4% with the All-Tech Index down 2.3%.In corporate news, TWE fell 1.7% despite the French billionaire increasing his stake. CSC fell 8.1% despite record revenue and EBITDA failing to meet expectations. 360 ditched despite a maiden annual profit. NEU sold down 8.8% on news Acadia has requested a re-examination of EU ruling.On the economic front, consumer confidence fell 3.1pts last week.Asian markets weaker, Japan fell 2.7%, HK off 0.1% and China up 0.2%. South Korea down 5.7%. It had a holiday yesterday!10-year yields jump to 4.76%US Futures down DJ off 317 pts and Nasdaq down 275.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In this episode, Kathy Jones announces that she will be retiring soon and that Collin Martin, Schwab's Head of Fixed Income Research, will take over as co-host of On Investing. Liz Ann and Kathy also discuss the latest bout of volatility caused by future concerns around AI.  Then, Kathy is joined by Claudia Sahm, former economist for the Federal Reserve, former economist for the White House Council of Economic Advisors, and now chief economist for New Century Advisors. Kathy and Claudia discuss the path forward for the Federal Reserve, in terms of setting policy. They cover the state of the labor market, certain issues regarding the quality of the data produced, and the potential impact of AI on labor supply, among other issues. You can keep up with Claudia Sahm her on her Substack newsletter called “Stay-at-Home Macro.” 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 Disclosures This 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 are not 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.  The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.  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. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  (0226-GYWH) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Vanguard slashes fees again, pushing its average expense ratio down to six basis points. Don and Tom contrast that with outrageously expensive ETFs charging 2% to 14% annually, walk through why evidence-based factor funds cost a bit more than pure index funds, answer listener questions about international tilts and fund-of-funds rebalancing, and clarify why diversification across assets still matters more than fee-chasing alone. 0:04 Vanguard cuts fees again — average expense ratio now 0.06% 3:43 What expense ratios really are (and how many investors unknowingly overpay) 5:00 The shockers: ETFs charging 2% to 14% annually 11:13 Comparing Vanguard index costs vs. Avantis and Dimensional factor funds 14:41 Why anything above ~0.35% for passive/rules-based investing is likely too much 16:03 The “Militia” ETF: 14% fee, poker background, no real track record 19:46 Listener: Increasing international exposure inside IRA/Roth 21:35 Clarifying fund-of-funds vs. multiple funds for rebalancing 23:18 Why Avantis and Dimensional include mid-cap, REITs, and bonds 27:25 Evidence-based investing isn't just about returns — it's about correlation and volatility control Learn more about your ad choices. Visit megaphone.fm/adchoices

Jussi Askola, president of Leonberg and author of the recently published book The REIT Advantage, joined the REIT Report podcast to share why he believes REITs typically offer a better investment option than private real estate.While acknowledging the benefits of a mix of public and private real estate, “in most cases, REITs make more sense for the majority of investors,” Askola said. Higher returns, liquidity, diversification, significant economies of scale, and access to the best talent are among the key reasons investors should consider REITs, he added. In addition to highlighting what he sees as the elements of a strong REIT management strategy, Askola discussed options for how to navigate the diverse set of REIT property sectors according to an investor's risk tolerance and need for income. He also touched on how the sector might evolve and diversify going forward.“I'm very optimistic about the long-term prospects of REITs,” Askola said. Typically, “REITs offer better returns with lower risk and less required effort… than private real estate,” he concluded.

Today's top stories, with context, in just 15 minutes.On today's podcast:1) A powerful winter storm started to taper off across the Northeast Monday evening after smashing records and dropping more than a foot of snow in eight states. The impact is expected to linger for days. More than 11,000 flights have been grounded through Tuesday, and more than 500,000 homes and businesses were without power as of 5:45 p.m. local time. Drivers in some parts of Massachusetts have been ordered to stay off the roads as snowplow crews struggle to catch up after whiteout conditions engulfed the state’s South Coast. Manhattan’s Central Park recorded about 20 inches (50 centimeters) of snow from Sunday through Monday. Islip on Long Island received more than 22 inches, according to the National Weather Service. Providence, Rhode Island, broke its record for a single snow storm with 32.8 inches, the National Weather Service said. The old record was set from Feb. 6-7 during the Blizzard of 1978 when 28.6 inches fell.2) Affordability and tariffs are expected to be two key domestic themes of President Trump's State of the Union address, posing headline risk for credit-card issuers, homebuilders, single-family REITs and retailers exposed to duties. He will likely address the Supreme Court's tariff ruling, reiterating his pledge to keep them in place, while other proposals requiring congressional approval face long odds in 2026. With President Trump's approval rating at 42% according to RealClearPolitics, consumer affordability of goods and services will be a key focus for the administration ahead of the US midterm elections in November. So far in 2026, Trump has proposed measures such as a 10% cap on credit-card interest, regulatory cuts to lower household energy prices, tax relief and prohibiting corporations from purchasing single-family homes. Yet investors should note that presidential authority to drive affordability goals may be limited, especially if congressional approval is required or if tariff policy risks driving higher inflation. 3) President Trump’s new 10% global tariffs went into effect on Tuesday, kicking off a White House effort to preserve the adminstration’s trade agenda after the Supreme Court struck down his original sweeping duties. The president signed an executive order last Friday authorizing the 10% import tax just hours after the ruling. He subsequently threatened to raise the number to 15%, but Trump did not officially issue a directive to increase the rate by Tuesday at 12:01 a.m. Washington time when the 10% levy went into effect. The White House is working on a formal order that will increase the global tariff rate to 15%, according to an administration official. The timeline for implementing that higher levy has not been finalized, said the official, who spoke on the condition of anonymity to discuss private matters.See omnystudio.com/listener for privacy information.

Coach Pete breaks down the real retirement problem nobody wants to admit: you’ve got a big “lump sum” on paper, but no clear way to turn it into reliable income you can’t outlive. He also goes hunting “financial termites” like fees, commissions, and too much risk — including a blunt warning about non-traded REITs where “up to 15%” can disappear in commissions right away. This episode also hits business-owner mistakes with CFP Sheridan Murphy — separating personal wealth from the business “baby,” building a real exit plan, and getting proactive on taxes instead of playing catch-up in February!See omnystudio.com/listener for privacy information.

In this wide-ranging and thought-provoking episode of Payne Points of Wealth, Bob, Ryan & Chris Payne sit down with legendary small-cap value investor Bob Killen, who brings more than 60 years of market experience to the table. The conversation kicks off with a timely debate on gold and silver, sparked by a now viral quote from Bob Killen: “There are only two people in the world who truly understand gold—and they disagree on the price.” With precious metals going parabolic and emotions running hot, Bob offers a calm, long-term framework for thinking about gold—not just as an inflation hedge, but as a reflection of global wealth, supply and demand, and central bank behavior. His long-term price outlook may surprise you. From there, the discussion broadens into the health of today's market, highlighting the shift away from a narrow, mega-cap-led rally toward a much broader and healthier market, with strength in transports, small caps, commodities, and industrial names. Bob shares why this moment may resemble the 1950s more than the 1970s or 1990s, and what that could mean for investors over the next decade. As a lifelong contrarian, Bob explains why he prefers buying what nobody wants—and names specific areas he believes are currently out of favor, including insurance stocks, REITs, and overlooked small-cap industrial companies. He also explains why discipline, patience, and risk management matter far more than being “right.” The episode closes with some of Bob's most valuable wisdom: • Why emotion is the enemy of good investing • The danger of falling in love with a stock • Lessons learned from bankruptcy, bubbles, and booms • And why avoiding big mistakes matters more than chasing big wins Whether you're navigating gold mania, questioning AI euphoria, or looking for opportunities beyond the Magnificent Seven, this episode is packed with hard earned insights, historical perspective, and timeless investment lessons.  Don't miss this masterclass in long-term thinking from one of the great small-cap investors of our time.

What's the state of the economy now? How much of the latest GDP growth is driven by capex? In this episode, Liz Ann Sonders and Kathy Jones discuss the release of the latest Fed minutes, mixed signals on inflation and unemployment, and weakness in the survey data itself.  Then, Liz Ann and Kathy are joined by Kevin Gordon, Schwab's head of macro research and strategy. Kevin shares his perspective on the overall backdrop in the context of the latest GDP report from the fourth quarter and the impact of tariffs. He and Liz Ann also discuss the various phases of the AI rollout. Additionally, they consider how slowing immigration and labor force growth could become structural constraints on long‑term GDP expansion. You can read the article that Liz Ann and Kevin wrote titled “Cascade: AI's Latest Phase” on Schwab.com. 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 Disclosures This 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 are not 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. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions  (0226-EEP7)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Three members of Citi's global real estate research team—Nick Joseph in the United States, Aaron Guy in the U.K., and Howard Penny in Australia—joined the latest episode of the Nareit REIT Report podcast to share their thoughts on regional outlooks and sector performance.Citi's overall expectation is for higher real estate stock returns this year versus in 2025. One key theme across all markets is supply and demand, Joseph said. “The supply picture broadly is more encouraging globally,” he noted, while Citi economists are generally “constructive” on global growth this year.Higher total returns in 2026 are anticipated in the U.S., Europe, Latin America, Singapore, Thailand, and the Philippines. In Australia and China, Citi is expecting about similar performance this year versus last year, while weaker performance is forecast in Hong Kong, Japan, and the Middle East.REITs are well positioned in the U.S. for 2026, with about a 10% to 15% total return, Joseph said. He commented on the “massive dispersion” of performance within the REIT sector. “That's really what gets us excited about different REIT opportunities because different stocks and different sectors will perform differently and create a lot of different alpha generation opportunities.”

Merryn Somerset Webb and John Stepek are joined by Bloomberg’s Jack Sidders to break down how Real Estate Investment Trusts (REITs) work and why they’ve struggled in recent years. They explore the impact of interest rates, the significance of different sectors such as warehouses, student housing and data centers, and why many UK REITs trade at steep discounts. With interest rates potentially falling and supply constrained, they also discuss whether REITs could be poised for a comeback — and where investors might start. Sign up to the subscriber event here: https://www.bloombergevents.com/ZZ3kna?utm_source=Podcast&utm_campaign=Podcast&utm_medium=Podcast&RefId=subSee omnystudio.com/listener for privacy information.

In this engaging conversation, Patrick Grimes shares his journey from a career in automation robotics and machine design to becoming a private investor. He details the lessons learned from experiencing foreclosure during the 2008/2009 market downturn, which led him to develop his "Three Rings of Investment" philosophy: seeking recession resilience, non-correlation, and insulation from AI disruption. Grimes critiques publicly traded Real Estate Investment Trusts (REITs) in what he calls "The Ruse of REITs," arguing they are "publicly traded paper" that lack the core tax and inflation-hedging benefits of direct real estate. He also emphasizes the power of partnership to build a stable, hyper-diversified portfolio and discusses high-return alternative asset classes like commercial debt, legal funding, and medical receivables.Ultimate Show Notes:01:48 - Patrick Grimes's Background and Career03:57 - The 'Aha' Moment: Advice to Invest in Alternatives, Not Stocks05:56 - Early Setback: Foreclosure and Learning Recession Resilience10:38 - Overview of Passive Investing Mastery (PIM)12:53 - The Three Rings of Investment: Recession Resilience, Non-Correlation, and AI Insulation14:55 - The Risk of AI Disruption in Investments23:49 - "The Ruse of REITs" and Stock Market Correlation30:23 - The Power of Partnership and Hyper-Diversification34:15 - Discussion of Returns in Private Credit and Debt Funds39:00 - High-Return, Low-Risk Boutique Alternatives (Legal Funding, Medical Receivables)Connect with Patrick:www.passiveinvestingmastery.com/bookpatrickgrimes@passiveinvestingmastery.comLearn More About Accountable Equity:  Visit Us: http://www.accountableequity.com/   Access eBook: https://accountableequity.com/case-study/#register Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

In this episode, Liz Ann Sonders and Kathy Jones cover the latest jobs report and downward revisions to previous data. They also look at the employment numbers for implications on Fed policy and the overall economy. Then, Liz Ann and Kathy discuss recent AI-related headlines that caused some disruption in the financial sector. Liz Ann frames AI adoption in three phases: create, catalyze, and cascade. Finally, they discuss several prudent investment approaches focused on factors and characteristics and look ahead to key upcoming data in the coming weeks and days.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 are not 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.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions (0226-BGNK) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We dig into building wealth with hard (tangible) assets, why medical office cash flow endures, and how to leverage time, teams, and tax strategy to create durable returns. Ben Reinberg shares his blueprint, lessons from early deals, and practical paths for accredited investors to get started.• defining hard assets and the difference between rich and wealth• why institutions are shifting back to tangible, cash-flowing assets• the hard asset empire blueprint and free download• medical office fundamentals and resilience• investing with smart money to compress the learning curve• funds vs syndications vs REITs explained• the importance of the ability to hold through cycles• expected returns, cash flow, reserves, and loan flexibility• self-directed IRAs, custodians, and tax trade-offs• diversification, focus, and leveraging relationships and time• mindset for leadership, persistence, and responding under stress• where to buy the book and how to follow BenBuy the book at benreinberg.com or Amazon, download the Hard Asset Empire blueprint for free, and follow Ben on Instagram, Facebook, YouTube, and TikTok ---Welcome to The Brad Weisman Show, where we dive into the world of real estate, real life, and everything in between with your host, Brad Weisman!

AI disruption just hit a new corner of the market—and this time it's real estate developers and commercial real estate companies taking the punch. In today's episode, we break down the sharp selloff in real estate stocks tied to growing concerns about AI's impact on office demand, employment shifts, and long-term property valuations. Is this a justified repricing—or another overreaction fueled by headlines? We'll explore how AI-driven productivity shifts could ripple through commercial real estate (CBRE), REITs, and developers—and what traders should be watching as capital rotates. I'll also share a candid review of my recently closed position in Coinbase, which ended in a significant loss. No spin. Just what happened, why it happened, and what the lesson is moving forward. If you trade tech, crypto, or macro themes, this episode connects the dots between disruption, risk, and discipline. Listen now:

In this second session of our 10-part Boot Camp series, we dive into the piece that's helped shape decades of investing decisions: The Ultimate Buy & Hold Portfolio.For nearly 30 years, this research—co-created with the late Rich Buck—has explored a simple but powerful question: What happens when you go beyond the S&P 500 and build a lifetime portfolio across 10 equity asset classes?Starting with data back to 1970, we walk through the math of compounding, diversification, and disciplined rebalancing. You'll see how adding small amounts of large value, small cap, REITs, international equities, and emerging markets historically increased returns—without meaningfully increasing risk. The result? A dramatic difference over time, powered by patience and structure.Whether you're new to these concepts or have followed this work for years, this episode breaks down the numbers, the lessons, and the real-world implications for long-term investors.This recording is also a tribute to Rich Buck—an extraordinary collaborator whose work on this topic has reached millions of investors.Download the tables and watch the video, follow along, and join us as we revisit one of the most impactful investing frameworks we've ever created—and set the stage for next week's deep dive into the Sound Investing portfolios.

In this episode of Real Estate Breakthrough, host Christina Sudter sits down with Brian to unpack his 20-year journey from over-leveraged active investor to disciplined, community-driven passive investor. Brian shares the raw, unpolished truth about losing his shirt in 2008, the painful realization that he was subsidizing underperforming rentals with his own sweat equity, and the decade of expat life that forced him to confront what his portfolio was actually delivering. But this isn't just a cautionary tale, it's a blueprint. Brian reveals how he rebuilt his relationship with real estate by pivoting to truly passive strategies, from publicly traded REITs and crowdfunding platforms to eventually creating the Co-Investing Club, a membership-based investment community that allows everyday investors to deploy as little as $5,000 per deal, practice dollar-cost averaging in real estate, and vet opportunities alongside dozens of experienced peers. You'll learn why Brian believes group due diligence is more powerful than solo analysis, how he sources and pre-vets operators, why he puts his own money in every single deal the club invests in, and how this model solves the conflict-of-interest problem that plagues so many investment platforms. He also shares hard-won wisdom on what it really takes to manage rental properties from abroad, why cash flow isn't the same as profit, and how to build a real estate practice that actually aligns with the life you want to live. Whether you're an aspiring passive investor, a burnt-out landlord, or someone looking to dollar-cost average your way into institutional-quality deals, this conversation will give you the clarity, tools, and courage to do it differently. #PassiveRealEstate #CoInvestingClub #RealEstateInvesting #DollarCostAveraging #FromLandlordToInvestor #RealEstateCrowdfunding #DueDiligence

Ann Berry is joined by Dynex Capital Co-CEO Smriti Popenoe, who explains how mortgage REITs operate and how Dynex invests in agency mortgage-backed securities. Popenoe walks through the mechanics of leverage, interest-rate sensitivity and how those factors affect returns and dividends. They also discuss the Fed's role in shaping financing costs, the function of Fannie Mae and Freddie Mac in the housing finance system and proposed limits on institutional ownership of residential real estate. 00:00 Dynex Capital Co-CEO Smriti Popenoe Joins 01:03 What Dynex Capital Does and How a Mortgage REIT Works 02:26 How Mortgages Are Sourced Through Fannie Mae and Freddie Mac 03:44 Government Guarantees, Credit Risk and Mortgage Securities 04:25 Could Fannie Mae and Freddie Mac Go Public? Potential Impacts 06:21 Due Diligence and Mortgage Selection at Dynex 06:41 Specified Pools and Managing Prepayment Risk 08:38 Mortgage Yields, Dividends, and Interest Rate Sensitivity 10:49 Leverage Strategy and Risk Management at Dynex 13:55 Competition in the Agency Mortgage REIT Market 15:53 Dynex's Growth Strategy and Focus on Housing Finance 19:29 Institutional Ownership of Housing and Proposed Regulations 22:01 Portfolio Duration and Weighted Average Life of Mortgages 23:19 Why Dynex Uses a Co-CEO Structure 26:45 Decision-Making, Accountability, and Leadership Structure After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $DX Learn more about your ad choices. Visit megaphone.fm/adchoices

✅ Check out Investorlift Here: https://investorlift.pro/46jn6cR The American housing market is undergoing a fundamental shift, and Bruce McNeilage is the pioneer who saw it coming. In this episode of the 11/10 Podcast with Investorlift, we sit down with the CEO and Co-Founder of Kinloch Partners, a visionary who has transitioned from buying single homes to building entire subdivisions for institutional REITs.Bruce reveals the data behind his shocking prediction: The 3-bedroom house is DEAD. We explore why the 'Sandwich Generation' and the permanent rise of remote work have made 4 and 5-bedroom rentals the new gold standard for wealth generation. Discover how Bruce and his 'Old Friend' Christopher Zachary started in the 'Same Hood' in Atlanta and scaled to become a dominant force in the Southeast and Texas exurbs.This is a masterclass in the Build-to-Rent (B2R) industry. Learn how to secure the right land before Wall Street 'feeding frenzies' occur, how to navigate bridge loans and discretionary funds, and why ground-up construction is the most recession-proof strategy in real estate today.✅ Check out Investorlift Here: https://investorlift.pro/46jn6cRFollow Us!Robert Wensley: https://www.instagram.com/robertwensley/Zack Kepes: https://www.instagram.com/zakventures/Bruce McNeilage: https://www.instagram.com/brucemcneilage/Investorlift: https://www.instagram.com/investorlift/

In this episode, Laura and Jeremiah Lee break down semi-liquid investments: What they are, why people buy them, and where investors get surprised. Using a SWOT analysis, they walk through the strengths, weaknesses, opportunities, and threats of investments that can be accessed, but often only with restrictions, delays, or a loss of value. You'll hear real-world examples like REITs, restricted stock units (RSUs), and the IPO/lockup dynamics that can impact your timeline, taxes, and flexibility. If you're considering any semi-liquid strategy, this episode will help you evaluate liquidity risk, understand who benefits on “the other side of the table,” and decide how these fit into a balanced plan. Topics covered: - What “semi-liquid” really means (and why it matters) - REITs: what to compare them to (mutual funds/ETFs) and what to vet - RSUs + stock options: vesting schedules and tax traps to understand - IPOs and lockups: why timing risk is real - Why a fiduciary, team-based approach can help you avoid costly mistakes If you're weighing semi-liquid options, make sure you understand the timeline, fees, restrictions, and taxes before committing. #Investing #FinancialPlanning #REITs #RSUs #PersonalFinance #Liquidity --- Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

After years in the penalty box, S-REITs are staging their strongest comeback since before COVID - but the real question is: who’s thriving, and who’s just surviving? The iEdge S-REIT Leaders Index delivered a standout 16.3% return in 2025, its best annual performance since 2019, signalling a shift in momentum as rate pressures ease. But this recovery is uneven, with pockets of strength emerging while weaker balance sheets continue to lag. We break down which property types are leading the rebound, and why yesterday’s winners may not be tomorrow’s. With Singapore Budget 2026 just around the corner, expectations are building around policy support, funding costs, and growth catalysts for the sector. Kenny Loh, REIT Specialist and Wealth Advisory Director, shares what investors should watch - hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

Coach Pete kicks things off like a jungle guide with a microphone, breaking down a wild week where silver cratered in one brutal swoop, crypto took another gut-punch, and “buy-back games” in precious metals left regular folks holding the bag. Then he gets fired up about non-traded REITs—the “safe” real estate pitches with big commissions, locked-up money, and even bankruptcy headlines—and tells listeners straight: “Whose retirement are you funding… yours or your broker’s?” It’s fast, blunt, and packed with real talk on staying in control of your money instead of letting the headlines (or a salesperson) control you!See omnystudio.com/listener for privacy information.

There's a growing belief that Wall Street and institutional buyers are the main reason housing feels unaffordable — and that banning them from buying homes would fix the problem. In this episode, David and Ryan sit down with Or Agassi to zoom out and look at what's really happening in the housing market. We talk about institutional investors, REITs, build-to-rent, housing supply, and why the real issue is more complex than most headlines make it sound. KEY TALKING POINTS:0:00 - The 5-Step Private Money Method0:31 - Step 1: Make Your List2:36 - Step 2: Start The Discussion6:16 - Step 3: Use The 16-Min Audio8:15 - Step 4: Set The Q&A Appointment11:37 - Step 5: Get Verbal Pledge15:14 - Outro LINKS:LinkedIn: Or Agassihttps://www.instagram.com/privatemoneyauthority/ Website: Kaihttps://kai.pro/ Instagram: David Leckohttps://www.instagram.com/dlecko Website: DealMachinehttps://www.dealmachine.com/pod Instagram: Ryan Haywoodhttps://www.instagram.com/heritage_home_investments Website: Heritage Home Investmentshttps://www.heritagehomeinvestments.com/

In this episode, Liz Ann Sonders and Kathy Jones discuss the market's reaction to Kevin Warsh's nomination for Fed Chair, the potential rationale for lowering interest rates, and the drivers behind recent volatility in precious metals, while highlighting a broadening in market leadership thanks to more widespread earnings strength.Then, Liz Ann is joined by Dennis DeBusschere, President and chief market strategist of 22V Research. They discuss the implications of the declining dollar, the impact of AI on productivity, factor-based investing trends, monetary policy, some potential risks and opportunities in the market, and much more. 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 DisclosuresThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.This 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 are not 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.Technical analysis is not recommended as a sole means of investment research.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options [LINK Risk Disclosure Statement for Futures and Options: https://www.schwab.com/Futures_RiskDisclosure] prior to trading futures products.Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction.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.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Currency trading is speculative, very volatile and not suitable for all investors.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions(0226-7UE0) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.In this episode, we break down tax-efficient investing for ODs, showing you how to pair the right investments with the right accounts to maximize your after-tax wealth over your career.What You'll LearnTaxes can be the difference between two optometrists with identical investment returns ending up with vastly different retirement wealth. This episode breaks down how to invest tax-efficiently by pairing the right investments with the right accounts. You'll learn which investments create tax-inefficient income (bonds, REITs) versus more favorable income (stock index funds), and the strategy for placing them across your taxable accounts, pre-tax retirement accounts, Roth accounts, and HSAs. The key is treating all your accounts toward the same goal as one coordinated household portfolio instead of managing each separately. Key TakeawayDon't let the tax tail wag the dog. Start with good, prudent, evidence-based investments - then optimize their placement to minimize taxes along the way. The goal isn't to avoid all taxes; it's to maximize your after-tax wealth over your lifetime.Episode Chapters[00:00] Introduction: Why tax-smart investing matters for ODs[03:00] Why taxes matter: The real drag on your investment returns[05:00] Tax Layer 1: Understanding investment account types (taxable, pre-tax, Roth, HSA)[06:00] How different types of investment income get taxed[10:00] Tax Layer 2: Tax characteristics of stocks, bonds, and REITs[12:00] How fund management impacts your tax bill[16:00] Asset location strategy: Putting it all together[20:00] Common constraints and considerations[22:00] Mistakes to avoid when managing multiple accounts[24:00] Conclusions: Focus on good investing while managing taxesResources MentionedFree Download: Get Your OD's Guide to Tax-Smart InvestingInventory your accountsIdentify tax-inefficient holdingsEvaluate if investments are in the right placesReady for a Second Opinion?Want help reviewing your current setup? Reach out for a no-pressure conversation about whether your investments are working as tax-efficiently as they could be.Click Here to schedule your free consultation! Submit Your Question for Q&A Episodes! Have questions you'd want answered on the podcast?Submit your questions for future Q&A episodes: OptometryWealth.com/podcastquestionThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

In this episode, Brian is joined by Ed Walls, Executive VicePresident with the Woodworth Core Group. Based in Atlanta, the Woodworth Core Group has a long history of analyzing both the historical and future performance of the lodging industry. They specialize in providing customized research to a broad array of owners, managers, lenders, and both public and private sector investors, as well as product and service providers to the hospitality industry. Their clients are a broad array of hotel owners, developers, public REITS, private equity firms, major hotel companies, municipalities, universities, and public agencies. Tune in to hear who Ed Thanks for helpinghim along the way.

First, Liz Ann Sonders and Kathy Jones discuss the current state of the markets, focusing on the recent Federal Reserve meeting, the reaction of the bond market, and insights from the ongoing earnings season. Then, Kathy Jones is joined by Jack Schwager, author of the bestselling book Market Wizards: Interviews with Top Traders. Jack then discusses a few of the most important lessons he has learned from interviewing elite traders: risk and money management outweigh methodology; flexibility is essential; and understanding how markets have evolved. He and Kathy also discuss the rarity of exceptional performance and the clear distinction between trading and investing.Jack Schwager's latest book, Market Wizards: The Next Generation, will be published in June 2026.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 DisclosuresThe comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.This 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 are not 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.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Currency trading is speculative, very volatile and not suitable for all investors.Short selling is an advanced trading strategy involving potentially unlimited risks, and must be done in a margin account. Margin trading increases your level of market risk. For more information please refer to your account agreement and the Margin Risk Disclosure Statement.Futures and futures options trading involves substantial risk and is not suitable for all investors. Please read the Risk Disclosure Statement for Futures and Options prior to trading futures products.The books Complete Guide to Futures, Market Wizards, Market Wizards: Interviews With Top Traders, and Market Wizards: The Next Generation, Market Sense and Nonsense, are not affiliated with, sponsored by, or endorsed by Charles Schwab & Co., Inc. (CS&Co.). Charles Schwab & Co., Inc. (CS&Co.) has not reviewed the books and makes no representations about their content.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions(0126-4MFP)  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Gina Szymanski, chief investment officer at AEW Capital Management's global securities business, joined the latest episode of the REIT Report to share her insights into the year ahead. She noted that REITs are facing a favorable macroeconomic backdrop marked by good demand, moderating supply, and stable interest rates.“The setup for us is great. and I would highly recommend the average investor take a look at REITs,” Szymanski said. “We're experiencing some of the best growth that we've ever experienced,” she added.For the most part, the sectors that AEW has been overweight in are still favorites, Szymanski said. Number one on that list is senior housing, where AEW has been overweight across the globe. Data centers are in second place, followed by retail. Industrial remains “on the margin,” she added.

Winter Storm Fern wreaked havoc on the U.S. this past week, with early estimates predicting more than $100 billion in total economic losses.According to MarketWatch, analysts from Morgan Stanley believe the storm's disruption could shave 0.5 to 1.5 percentage points from Q1 GDP, potentially obscuring the true strength of the economy.Some people reading this planned to attend a major multifamily conference in Las Vegas this week, but they were significantly delayed or completely unable to make the trip due to the weather impact. I was part of the latter.Based on data from FlightAware, there were approximately 24,000 cancellations for flights within, into, or out of the United States from Saturday through midday Tuesday. To put that in perspective, cancellations averaged 350 per day last year.The timing of the storm also coincides with earnings season for publicly traded companies. On upcoming investor calls, expect some of the multifamily REITs to discuss any disruptions to performance and damage to properties, as well as how they are mitigating them.Broadly, there will likely be a temporary slowdown to in-person property traffic in locations where Fern hit the hardest. That could show up to a degree in Radix data starting this week and next.Explore our webpage for more insights and resources:https://bit.ly/Radix_Website

In this conversation, Liz Ann Sonders and Kathy Jones discuss the current state of the markets, focusing on the implications of tariffs, global economic influences, and the dynamics of the bond market. They explore evergreen strategies for navigating market volatility, emphasizing the importance of disciplined investment approaches. The discussion also touches on inflation expectations, the Federal Reserve's policies, and insights into the potential risks and opportunities for investors.You can read Kathy and Collin's article about the fixed income markets here: "The Bond Market in 2026: What Could Go Wrong?"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 are not 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.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Currency trading is speculative, very volatile and not suitable for all investors.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions(0126-1900) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

How do you go from being a tax lawyer to building a $1.2 billion commercial real estate portfolio? In this episode of the Espace Montréal Podcast, Axel Monsaingeon sits down with Michel Léonard, President & CEO of BTB REIT, to unpack the real story behind one of Québec's most successful publicly traded real estate investment trusts. Michel shares the risks, doubts, and hard lessons behind launching a REIT before most people even knew what one was — including capital raising, surviving the 2008 financial crisis, navigating COVID, and maintaining discipline in volatile markets. This conversation is a masterclass in long-term thinking, capital structure, portfolio management, and real-world REIT economics — essential listening for investors, developers, brokers, and anyone serious about commercial real estate.   Topics & Timestamps

Just over five years ago, express car washes were peaking. Private equity was getting in, ready to buy up these cash-flowing projects at high prices. At this moment, Ben Salzberg and Bill Kanatas knew it was time to get out and pivot toward an even more durable asset. What did they turn to? Self-storage, and not your average mom-and-pop shop. Class-A, climate-controlled, multi-story facilities that self-storage REITs could easily come in and run. It's a blueprint that has worked for them for five years plan, consult, construct, and let the 3rd-party self-storage management team take care of the rest. But there's much more to this strategy than building a pretty box. On today's show, Ben and Bill outline the exact blueprint they use to build REIT-ready self-storage facilities, how to work with big names (Public Storage, Extra Space, CubeSmart) before you lay a single brick, what to look for in a market before you decide to build, and why entitling land, turning dirt into dollars is more worth it than you think. Plus, Ben and Bill share the optimal storage facility size (and demand ratios) so you know what REITs and customers want. Insights from today's episode: A REIT-ready self-storage development blueprint from 30-year development veterans The 3rd-party self-storage management that instantly plugs into your facility  Why Ben and Bill left cash-flowing car washes for class-A self-storage facilities  Signs a market is too saturated with self-storage (and what to look for instead) Getting the city on your side—how to create a win-win for local government, residents, and your investment  Entitling land—is it worth the effort to turn raw dirt into a buildable lot? — Connect with Ben on LinkedIn Connect with Bill on LinkedIn Work with Self Storage Developers  Email Self Storage Developers: info@self-storagedevelopers.com  Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcas

In this week's Stansberry Investor Hour, Dan welcomes Brad Thomas back to the show. Brad is an editor at our corporate affiliate Wide Moat Research.   Brad kicks things off by stating why he thinks now is a great time to invest in real estate investment trusts ("REITs"). He shares a chart of different asset classes going back to 2010 to show how many times REITs were a leading sector. He then discusses the Federal Reserve, interest rates, and why he isn't worried about their impact on REITs in the long term. Additionally, he talks about how the growing "silver tsunami" is going to create a surge in REITs. (0:00)   Next, Brad details one company primed to meet the silver tsunami demand. It owns its own buildings and rents off the land while possessing a strong balance sheet. Brad then shares his thoughts on data-center REITs and his previous recommendations in that subsector. He also says that more REITs outside of data centers are increasing their investing in AI. But with energy bottlenecks and other factors, the one concern that investors could have is vacant data centers. (15:44)   Finally, Brad mentions a sector that's boring yet is stable and provides predictable dividends. He provides an example with one company that had a slowdown due to COVID-19 but is starting to come back from the rough times. And he emphasizes Wide Moat Research's goal of meeting with management teams to see what they do for investors. (35:49)

Season 5, Episode 2: In this episode of Season 5, Jack and Alex sit down with David Auerbach, CIO at Hoya Capital and a leading REIT strategist known for his deep read on public real estate markets. David explains the current state of REITs, where valuations stand, which sectors are positioned for recovery, and how capital is behaving differently across public vs. private markets. He highlights key themes shaping 2025–26, including liquidity pressures, balance sheet strength, and the growing gap between winners and laggards. David also shares what investors often overlook and how to read the signals that matter. A must-listen for anyone watching the REIT landscape closely. Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals. TOPICS 00:00 – Introduction 03:02 – Data Centers, Cell Towers, and Misunderstood REIT Sectors 05:02 – Media Narratives vs. Real REIT Fundamentals 07:03 – Why REITs Stay Cheap: Sentiment, Rates, and Risk Appetite 11:28 – The REIT Dividend Machine and Long-Term Compounding 17:01 – SL Green Case Study and Smart-Money Office Signals 22:40 – Sector Deep Dive: VICI, Vegas, Retail, and Data Centers 25:21 – NAV Discounts, M&A Activity, and REIT Consolidation 33:26 – Housing Crisis, SFR Growth, and Multifamily Cap Rates 43:18 – Mortgage REITs, Preferreds, and Signs of Market Turnaround For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

In this episode we answer emails from Gregory and Isaiah.  We discuss whether tail-hedged ETFs belong in a retirement portfolio, then map out a cleaner path with Treasuries as recession insurance, a value tilt for equity resilience. We also discuss the problems with relying on voices from popular personal finance unless they are well supported by professional and academic teachings, and the importance of the four quadrant model in understanding correlations and diversification.  We also a practical taxonomy for classifying holdings.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Additional Links:Father McKenna Center Donation Page:  Donate - Father McKenna CenterLinks Page at Risk Parity Radio:  Links | Risk Parity RadioAnalysis of Tail Risk ETFs:  testfol.io/analysis?s=jCSSoT7bFReBob Elliot Macro Masterclass:  Bob Elliott, Unlimited Funds – A Macro MasterclassBob Elliot on Excess Returns:  Understanding Economic Cycles | Bob ElliottBob Elliot on The Compound:  The Blue Chips of Junk | TCAF 175Portfolio Tracker:  GitHub - danbuchal/portfolio-tracker: Portfolio Tracker: Track your investments and asset allocationBreathless Unedited AI-Bot Summary:Looking for protection without sacrificing long-term returns? We dig into a donor's question about using tail-hedged ETFs like SPD and SPYC for early retirement and explain why constant hedging tends to bleed performance. The core idea is simple: prioritize assets with positive expected returns that also diversify when it matters. That's where long-term Treasuries serve as recession insurance and why picking the right time horizon for correlation analysis changes everything.From there, we zoom out to the four-quadrant framework—growth and inflation as the axes that drive correlations. Stocks thrive in positive growth with moderate inflation, Treasuries support you in weak growth and disinflation, and assets like gold and managed futures help when inflation shifts. If passive flows are reshaping markets, the practical antidote isn't a new product; it's a value tilt on the equity side. History shows value, especially small-cap value, is a reliable counterweight when growth-heavy indexes crack.We also share a clear, DIY method to audit and classify your holdings ahead of retirement. Start with growth vs value as your primary lens, use size as a secondary tilt, and treat international exposure as tertiary since currency swings drive much of the variance. Tools like Morningstar and Portfolio Tracker make it easy to roll up accounts, view factor exposure, and keep your targets on track. Finally, we walk through our sample portfolios and a crisp market snapshot—gold's strength, steady REITs and commodities, and how leveraged mixes are faring—to show how these principles play out in real allocations.If this helps you build a stronger plan, follow the show, share it with a friend who's rethinking their hedge, and leave a quick review to help more DIY investors find us.Support the show

This week, Liz Ann Sonders and Kathy Jones discuss the current state of the Federal Reserve, the bond and equity markets, the challenges facing the housing market, and the ongoing issues with inflation. They explore the implications of a criminal investigation into Fed Chair Jerome Powell, the stability of the bond market amidst political pressures, and the somewhat mixed signals from the equity market. Their discussion also highlights the affordability crisis in the housing market and the Fed's struggle to meet its inflation targets, concluding with a look ahead at upcoming economic data.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 are not 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.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Schwab does not recommend the use of technical analysis as a sole means of investment research.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly.  For more information on indexes, please see schwab.com/indexdefinitions (0126-YL36) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode we answer emails from Jeff, Chad and Matt.  We discuss choices in 100% equity accumulation portfolios, distribution methodology for the sample portfolios, more on radio-personalities-cum-financial-advisors who try to punch down, the landscape of financial advisors and distinguishing the good, the bad, and the ugly, and our overall approach here, which is simply to match financial behaviors with financial goals.  Because Personal Finance is FINANCE.And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Links:Best Equity Index ETFs:  Best ETFs 2025 | Merriman Financial Education FoundationSarah Catherine Gutierrez Presentations:  Interacting with the Financial Services Industry with SC GutierrezAfford Anything Podcast re RPR:  They Ran Out of Money. I Didn't. Here's Why.Breathless Unedited AI-Bot Summary:What if your portfolio actually reflected your real goal—spend confidently while you're alive—or, if you prefer, maximize what you leave behind? We dig into that choice and show how to align behavior with outcomes, from accumulation tilts to retirement withdrawals, without getting trapped by complexity or fear.We start by tackling a common accumulator snag: limited 401(k) menus. When a plan doesn't offer the exact funds for a 50% large-cap growth and 50% small-cap value tilt, we show how to keep the core in a low-cost total market index and use outside accounts for precise small-cap value exposure. The final 10%? It's often a coin flip—simplicity and consistency usually win. We also compare small-cap value options and why funds with profitability screens (like AVUV) can sharpen the tilt.For retirees and near-retirees, we lay out a clean distribution method. Use cash generated by the portfolio first; if you must sell, trim the position most above target since the last rebalance. Prefer even fewer trades? Hold a modest cash sleeve and draw from it, replenishing during scheduled rebalances. The aim is to reduce friction while keeping allocations on track. Throughout, we push for strategies that raise safe withdrawal rates, not stories that only soothe nerves.We also hold a bright light on advisor incentives. AUM fees aren't “evil,” but they're misaligned with consumer interests and compound against your long-term outcomes. Fee-only, flat-fee, or hourly planning models provide clarity and control without the drag. Our stance is simple: demand the math, insist on base rates, and ask every product or tweak one question—does this increase sustainable spending power?The market check brings it all together: small-cap value is out front, gold remains a steady diversifier, and diversified sleeves like managed futures, REITs, and Treasuries contribute ballast. We walk through the eight sample portfolios, highlight performance since 2020 and 2024 inceptions, and note why mechanical year-end rebalancing can backfire when flows get weird. If you're a do-it-yourself investor who values low costs, clarity, and evidence over noise, you'll find practical steps you can use today.If this resonates, follow the show, leave a review, and share it with someone who needs more signal and less sales pitch.Support the show

Higher interest rates have ushered in an era where income opportunities abound. That's following years of parched cash flow streams and low rates, especially in fixed income. However, risks like stubborn inflation and elevated stock valuations exist. Morningstar researchers believe it's important to identify income opportunities that could be resilient in today's market. Dominic Pappalardo, chief multi-asset strategist for Morningstar Wealth, joined Investing Insights to discuss where to look.Editor's note: The host misspoke when referring to Morningstar Holland's chief European market strategist. His name is Michael Field.Income Investing Strategies for 2026: Maximizing Yield in an Uncertain MarketOn this episode:00:00:00 Welcome00:01:33 Income investing in 202600:04:02 Bond market breakdown: short, intermediate, or long term?00:07:39 Global bonds and hedging strategies00:13:27 Equity Opportunities Beyond the US00:15:31 REITs vs Utilities00:17:14 Building Resilient Income Streams  Watch more from Morningstar:All in on Magnificent 7? Where You Should Invest Next9 Top ETFs for Income Investors That Stood Out in 2025Where to Invest in 2026 After This Year's Market Volatility Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's episode is all about real estate, straight from the questions you asked during our recent live webinar. We dig into Real Estate Professional Status, short term rental rules, and how the tax benefits actually work across direct properties, syndications, and private funds. We also tackle REITs, including whether target date funds are enough, other Vanguard options beyond VNQ, and where REITs belong in your portfolio from a tax perspective. We also discuss if you really need real estate at all, and how do syndications, funds, and real estate debt compare in the real world. Questions from the Real Estate Webinar: -What does due diligence actually mean? -For the short term rental REP loophole can you still spend more than 100 hours doing a different job, any qualify? -Please go in more detail about short term and opportunity tax loopholes. Any specific resources? -Can the tax benefits of REPs apply to your whole portfolio? ie. direct real estate and private investments? -If you become a real estate professional, for rentals, do you still have to be picked up by a brokerage or can you be the brokerage? -Can you benefit from bonus depreciation to offset your w-2 income in syndications and private real estate funds and does this require REPS? -Are there other REITs with vanguard other than VNQ that may not only include large commercial properties? -If you are going to invest in REITs, where is the best place to purchase those funds? 401? Taxable account? Roth? HSA? -Am I leaving money on the table if I don't invest in real estate in some way? -What are pros & cons of investing in RE Syndication vs Fund vs RE Debt Locumstory.com is a free, unbiased educational resource about locum tenens – it's not a staffing agency. They help answer your questions about the how-to's of locum tenens work on their website, podcast, webinars, videos, and they even have a locums 101 crash course. Locumstory.com is where you should go to find out if locums makes sense for you and your career goals. Locumstory is unique because it's more of a peer-to-peer platform, with real physicians sharing their experiences and stories – both the good and bad – about working locum tenens – hence the name, "Locum-story." See for yourself on their self-service platform with no obligation. The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor-or at least know enough to not get ripped off by a financial advisor. We tackle the hard topics like the best ways to pay off student loans, how to create your own personal financial plan, retirement planning, how to save money, investing in real estate, side hustles, and how everyone can be a millionaire by living WCI principles. Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  TikTok: https://www.tiktok.com/@thewhitecoatinvestor  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter  00:00 WCI Podcast #453 09:27 Due Diligence in Real Estate 14:12 Goodman Capital Interview 24:35 REPS - Real Estate Professional Status 34:26 REITs - Real Estate Investment Trusts 42:06 Should I Invest in Real Estate? 47:22 Real Estate Syndication vs. Equity Fund vs. Debt Fund