Podcasts about reits

In this episode, Liz Ann Sonders and Kathy Jones discuss the current state of the bond market, the influence of central banks, and the impact of policy announcements on market dynamics. They explore consumer confidence, economic indicators, and the potential effects of upcoming labor data on market trends. The discussion highlights the volatility in the markets and the importance of understanding the interplay between policy and economic conditions.You can read the article on hard data vs. soft data by Liz Ann and Kevin Gordon 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 DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market 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.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.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.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Currency trading is speculative, volatile and not suitable for all investors.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.(0525-1AMU)

Tyson Huber, Director of Institutional Research at Yardi Matrix, joins Michael Bull to discuss the self-storage sector and REITs. Topics include the current trends in self-storage performance, including the impact of recent market fluctuations and rental rate strategies. Tyson shares insights on occupancy rates, cap rate trends, and the evolving demand factors that influence this resilient asset class. Whether you are an investor, developer, or operator, this episode provides valuable market intel and strategies to navigate the self-storage landscape effectively.

Should a boy consult with his friends, like his roommate or chavrusa, if they think he should date a given girl? Is there a problem discussing the attractiveness of a potential Shidduch with friends? Have promising Shidduchim been ruined by what friends have said? Should parents be involved in the Shidduch process? And, what if the child does not want his/her parents involved? Host: Ari Wasserman, author of the newly published, revised and expanded book Making it Work, on workplace challenges and Halachic Q & A on the Job You can order "Halachic Q & A on the Job” at https://mosaicapress.com/product/halachic-q-a-on-the-job/ The Semichas Chaver Shavuos program with Rabbi Elyada Goldvicht https://bit.ly/SCPchallenge – with Rabbi Shimon Finkelman – Rebbi, Darchei Torah, prolific author – 21:28 with Rabbi Daniel Feldman – Rabbi of Ohr Saadya in Teaneck, Rosh Yeshiva at REITs – 35:51 with Mrs. Aleeza Ben Shalom – international shadchan, relationship coach and author – 1:00:19 with Mrs. Penina Flug, LCSW – emotionally focused couples therapist – 1:21:56 with Mrs. Adina Galbut, MSW – dating coach – 1:21:56 Conclusions and Takeaways – 1:45:07 מראי מקומות   

Kathy Jones and Liz Ann Sonders discuss recent market moves potentially related to Washington budget negotiations and an increasing focus on debt and deficits. Then, Liz Ann Sonders interviews longtime market technician Helene Meisler. They delve into market mechanics, sentiment indicators, and the historical context of market trends, providing insights into the evolving landscape of investing. They also discuss the intricacies of market sentiment, technical analysis, and the implications of bond market trends and the dollar's performance. The conversation culminates in predictions for future market volatility and potential corrections, emphasizing the need for investors to remain vigilant and adaptable.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.You can keep up with Helene Meisler on X or on her Substack.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 DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market 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. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.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.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Schwab does not recommend the use of technical analysis as a sole means of investment research.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.(0525-Y538) 

Tackle Roth IRA strategies, dollar cost averaging, passive investing risks, strategic retirement withdrawals, and more. Whether you're planning early retirement or optimizing your current portfolio, Wes and Christa deliver actionable insights and answer listener questions, including: • Is Passive Investing Creating a Bubble? Are index funds inflating markets? Or do global diversification and ongoing price discovery demonstrate otherwise? Is it a mistake to dismiss all active strategies? • Roth IRA Allocation Roth IRAs often have the longest time horizon. Does that make them ideal for more aggressive, all-stock index fund investing? • How to Diversify an IRA After a Rollover Is it helpful to go beyond S&P 500 funds with mid- and small-caps? Treasuries? Corporates? REITs? Commodities? Energy pipeline investments? • Avoid Paying Roth Conversion Taxes from a Roth? Does it reduce long-term value to use Roth funds to pay taxes on a conversion? Is it okay to spread conversions over several years? • What Is Dollar Cost Averaging (DCA)? DCA can help reduce timing risk by investing consistently over time. Is it beneficial for large cash amounts and emotional ease? • Investing a Lump Sum? What About a 50/50 Split? Should you consider investing half up front and dollar cost averaging the rest over several months for balanced risk and reward? • Effective Withdrawal Strategy in Retirement Is it more strategic to pull from bonds/cash rather than stocks in down markets? • Should You Use Target Date Funds? They can be handy early in your career, but do some get too conservative by retirement age? • Is the Reverse Glide Path Worth It? Starting conservative and getting more aggressive later may look good on paper, but does its complexity overshoot its practicality in real life? Learn more about your ad choices. Visit megaphone.fm/adchoices

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

One asset class that still has great deals on sub-institutional properties is Mobile Home Parks. Although larger parks near major metros are being acquired by REITs, Private Equity, and other institutions, parks with fewer than 100 sites are being acquired by smaller investors with far less competition. Smaller parks in secondary and tertiary markets offer great buying opportunities with value-add components that result in tremendous value and cash flow. Ferd Niemann IV, Mobile Home Park lawyer and investor, has acquired 25 parks in mostly small markets across five Midwestern states. 

What does a U.S. credit downgrade have to do with your real estate portfolio? More than you might think. When the most creditworthy borrower in the world gets downgraded, the ripple effects extend far beyond Washington and into real estate underwriting, debt markets, and investor strategy. In this episode, we unpack what the Moody's downgrade means for real estate investors, and what to keep an eye on next. What You'll Learn: - How the downgrade is influencing borrowing costs and market volatility - Why this matters for both public REITs and private real estate investors - What rising rates mean for valuations, financing, and exits- Key questions to ask about debt, underwriting, and portfolio exposure- What savvy investors are doing now to stay prepared This isn't just about credit ratings. It's about understanding how macro shifts quietly reshape private market dynamics. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

Kathy Jones and Liz Ann Sonders discuss the pause on some tariffs and the impact on the equities market. Then, Kathy interviews Cooper Howard about the features of municipal bonds in the current landscape. They explore the implications of federal funding on state and local governments and the challenges faced by higher-education institutions. The discussion also covers practical investment strategies for municipal bonds, including the importance of credit quality, diversification, and the considerations for investing in state versus in out-of-state bonds.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 DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market 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.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.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.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.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/IndexDefinition.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.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.A bond ladder, depending on the types and amount of securities within the ladder, may not ensure adequate diversification of your investment portfolio. This potential lack of diversification may result in heightened volatility of the value of your portfolio.  As compared to other fixed income products and strategies, engaging in a bond ladder strategy may potentially result in future reinvestment at lower interest rates and may necessitate higher minimum investments to maintain cost-effectiveness. Evaluate whether a bond ladder and the securities held within it are consistent with your investment objective, risk tolerance and financial circumstances.Currency trading is speculative, volatile and not suitable for all investors.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.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0525-WDSP)

The ASX 200 wilted slightly from 8400, to close up only 46 points at 8344, touching a 3-month high. Today, it was all about resources as BHP, RIO, and FMG rallied. The gold sector, too, was back in demand, with GMD up 4.4% and NEM rising 3.6% after a bruising week. LYC bounced too much 2.7% with LTR continuing to find friends and shorts covering. Up another 3.2%. In oil and gas, WDS unchanged and STO rose 0.5%, with uranium stocks giving back some recent gains, PDN down 8.0%, and BOE off 7.2%. Banks took a breather with NAB pushing higher again, CBA off slightly, and MQG fell 1.5% with IAG down 2.8%. The Big Bank Basket $267.18 (+0.1%) Financials were stronger, PNI up 2.8% and IFL rising 1.2%.  ZIP is up another 2.4%. REITs also benefitted from lower yields and pushed higher, GMG up 2.9% and SCG rising 2.5%.  Healthcare was better as CSL rose 1.4% with industrials a slight green tinge. TCL is up 0.9%, and QAN is doing well, Retail is, too, ahead of RBA next week. Tech slipped, XRO was down 1.1%, and WTC was off 2.2%. The All-Tech Index is down 0.1%. In corporate news, APX jumped 18.7% on an update at the AGM, NWH shrugged off Valhalla news, and DXS went down 1.1% after APAC moved on breach of contracts.  Nothing locally on the economic front, Japanese GDP fell slightly, and China and HK went down 0.6%. 10-year yields down to 4.45%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Patrick Wilson, a portfolio manager for CenterSquare Investment Management's real estate securities group, was a guest on the latest episode of the REIT Report podcast. He noted that REITs are currently in a “pretty enviable position,” which has translated into greater interest in increasing REIT allocations from CenterSquare's existing investor base, as well as from prospective clients.“In a typical garden variety recession, which rhymes with higher unemployment, lower consumption spending, REITs tend to fare well given the long duration contractual leases that they have in place, the higher dividend income which is creating current income, and their values being tied to underlying physical asset bases,” Wilson said.Elsewhere in the interview, Wilson reviewed public versus private real estate valuations, potential opportunities in market dislocation, global trends in REIT markets, the diversity benefits REITs offer, and more.

The ASX 200 rose 18 points to 8298 (+0.2%) as the banks put in another solid day. CBA is up 1.3% with NAB once again slightly outperforming, ANZ up 1.7% with the Big Bank Basket up to $266.85 (+1.3%). MQG rallied 1.2% with other financials mixed. Insurers better, IAG rose 5.7% after signing a deal with RACWA. Up 5.7%. REITs were once again under pressure as yields continued higher as job numbers came in better than expected. SCG down 1.9% and GMG off 1.0%. Industrials rose, WES up 2.2%, and ALL recovered some of the dips yesterday,y up 1.9%, with WOW and COL slightly better. Tech rallied, and XRO released some good numbers, rising 4.7%. Resources failed to launch again, BHP down 0.7% with RIO off 0.4% and gold miners under siege as bullion falls again. GMD down 3.2% and NEM off 4.0%. Base metal and lithium stocks eased, MIN up 1.9%. Oil and gas slid back, WDS down 1.8%, and uranium mixed again.In corporate news, GNC leaped 8.8% on a positive update, and NWH fell 8.3% after a warning on the Valhalla steelworks sale process. MYX jumped 8.2% after Deloitte reviewed the Cosette $672m deal. TWE fell 5.2% as the CEO stepped down.On the economic front, the labour market showed strength, with a jump of 89k jobs in April, more than the 20k forecast. Asian markets drifted lower, with Japan down 0.9%, HK down 1.0%, and China down 0.7%. Dow futures down 0.5%, NASDAQ futures down 0.2%. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Wall Street recorded another mixed day in a choppy session as US data came in weaker than expected. US producer prices unexpectedly dropped and retail sales were mixed. S&P 500 up 0.41%, NASDAQ down 0.18%. Dow up. Dropped at open but steadily rose throughout day. Ended near high, up 272 points. Mostly positive sector performance. Growth sectors returned some recent gains. Tech slightly down, Cyclicals down. Amazon (-2.4%) and Tesla (-1.4%) dragged Cyclicals down. Tesla impacted by news Musk took leased cars back to sell after saying they were taken back to become robotaxis. All other sectors up. Rate-sensitive sectors best performing. Weak data caused yields to fall, boosted REITS and Utilities. Non-Cyclicals also did well despite Walmart (-0.5%) warning of price hikes following Trump's tariffs. Healthcare also up following recent struggles as Trump demands costs consumers' face are lowered. UAE to build biggest AI campus outside of US. Priced into Big Chips in the days prior. UnitedHealth dropped 10.9% as DoJ began criminal probe into potential Medicare fraud. Down 28.9% last 5 days, down 53.0% in last month. Meta down 2.3% as it delayed release of flagship AI model due to capability concerns. Resources down. Oil down after Trump claimed US close to Iran nuclear deal. OPEC+ hike also to increase supply faster than expected according to IEA. Base metals down. Fears of longer-term US-China trade. Iron ore still near 5 week high. Zinc, Aluminium, Nickel all down.ASX to rise. SPI futures up 80 points (+0.96%). Gold up 2% Oil down. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 was up 11 at 8280 (0.1%), with some big movers hurting positive sentiments. ALL had an 8.9% fall on an earnings miss, and MQG slid 1.6% as ASIC looks at short selling reports. CBA reported a better-than-expected number and rose 0.8% with the Big Bank Basket up to $263.99 (+0.6%). NAB is rallying hard again. Insurers were better, SUN was up 0.9% with financials mixed, IFL toppled 15.8% as Bain pulled the plug, GQG saw some profit-taking, and XYZ and ZIP both showed a clean pair of heels. REITs remain under some pressure as yields hit 4.47% in the 10s. Healthcare slipped, CSL down 0.4% and SIG falling 2.3% with PME pushing higher again. Retail stocks slipped a little, APE down 2.4% on a broker downgrade, but JBH up 0.6%. ALL weighed on the sector. Tech stocks built on Tuesday's gains, WTC down 0.6% and the All-Tech Index up 1.5%. Resources were a mixed bag. BHP and RIO were around 0.5% higher, FMG was moving 2.2% higher, gold miners were mixed, GMD up 3.5% and CYL up 6.4% with NEM down 2.0%. MIN rose 4.0%, and LTR continues to roar ahead in the lithium space, up another 6.1%. Oil and gas better, WDS up 3.4% as oil prices rose, and it signed a deal with Aramco in Louisiana. In corporate news, MYX back from a trading pause as the US regulatory deadline draws close. On the economic front, wage growth came in at 3.4%, slightly higher than expected. Asian markets mixed, with Japan down 0.2%, HK up 1.7%, and China up 0.9%.  Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Wall Street recorded another mixed session as sectors diverged in their reactions to the US-China trade deal. S&P 500 up 0.10%, NASDAQ up 0.72%. Dow down. Rose at the open and fell throughout the day before recovering somewhat near end. Ended down 89 points. Mid-range. Primarily negative sector performance. Tech only sector up more than 1%, Cyclicals only other sector up, Financials flat. Alphabet Tech leader, up 3.7% without major news, recovering from some recent weakness. Nvidia up 4.2% after reports US close to allowing UAE to import millions of Nvidia chips. Healthcare worst performing sector, continuing recent struggles. Pharma companies have begun considering moving early stage trials outside of US following US layoffs and policy changes. REITS down as yields tick higher. Cisco down 0.8% despite raising annual results forecast on AI demand. Netflix up 1.1% after announcing ad-supported service has 94m subscribers. Ford down 0.6% after recalling 273,000 vehicles in US as break fluid leakage increases risk of accident. Resources up. Oil down after recent rises. Base metals had good night. Iron ore hits 5 week high, up over 2%. Zinc, Aluminium, Nickel all up over 1%.ASX to fall. SPI futures down 36 points (-0.43%). Gold and oil down - Iron ore upWant to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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

Are Singapore REITs back in favor after April’s sell-off? Following the early April market slump, Michelle Martin asks if S-REITs have found their footing — and how closely they now track US market movements. What does Singapore’s decisive election result mean for REIT investor confidence? Plus, we unpack CapitaLand’s groundbreaking launch of the first Singapore-sponsored retail REIT on the Shanghai Stock Exchange and what it signals for investors. And if T-bill yields at 2.3% feel lackluster, where else can cautious investors look? Hosted by Michelle Martin with REIT specialist Kenny Loh. See omnystudio.com/listener for privacy information.

Send us a textWhat happens when a pilot trades the cockpit for a climate-controlled unit?  In this episode, Scott sits down with Ryan Gibson of Spartan Investment Group for an in-depth look at the evolution, strategy, and future of self-storage investing. Ryan shares his fascinating journey from the airline industry to managing a self-storage empire valued at over $800 million.  The two discuss how speed, adaptability, and vertical integration are the engines behind Spartan's exponential growth, and why partnering with REITs (rather than competing with them) is a game-changing move.  They dig into how current market dynamics—from inflation to sluggish home sales—are reshaping investment strategies, and why a flat market isn't necessarily a bad thing.  Watch For2:24 Why Speed Is the New Currency in Storage3:28 Vertical Integration Meets Strategic Agility8:46 The REIT Pivot: Strategy or Survival?13:56 The Built-In REIT Exit Strategy19:13 How REITs Use Third-Party Management as an Acquisition Funnel21:03 Building REIT-Ready Properties for Premium Exits22:56 Are REIT-Managed Deals Lower Return? 32:51 Where Spartan Is Buying Now: Growth Markets with No Pipeline  Leave a positive rating for this podcast with one click Connect with Guest: Ryan GibsonWebsite | LinkedIn CONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | Instagram Follow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.

Will REITs capitalize on acquiring properties in '25 before rents escalate in '26? How are REITs performing and how might you work with them? Join broker Michael Bull as he interviews David Auerbach, CIO with Hoya Capital about the market and REITs today.

Kathy Jones and Collin Martin discuss the recent Federal Reserve meeting, the implications of their decisions on interest rates, and the current economic landscape. They delve into the risks of stagflation, market reactions, and the dynamics of the corporate and municipal bond markets. The discussion emphasizes the importance of focusing on income and yield in the bond market amid volatility and uncertainty.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.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 DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market 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.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.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.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.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/IndexDefinition.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Currency trading is speculative, volatile and not suitable for all investors.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.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0525-U5TC)

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome Dean Orrico, President and CEO of Middlefield Group, for a deep dive into REITs and real estate investing. Dean unpacks the effects of tariffs, the NAV discount debate,... The post REITs, Retail, and Real Returns: Navigating Real Estate Investment with Dean Orrico, President and CEO of Middlefield appeared first on Commercial Real Estate Podcast.

With mortgage rates high and commercial real estate under pressure, where should investors be putting their money? In this episode, we break down four expert-backed strategies for real estate investing in today's uncertain market—from multifamily plays in Texas to overlooked student housing, discounted office REITs, and even raw land funds. Whether you're looking for strong returns or a fun side project like a winery or a ski lodge, there's something here for every type of investor. Keep reading the article here: https://www.bloomberg.com/features/2024-how-to-invest-real-estate/ Subscribe to the BiggerPockets Channel for the best real estate investing education online! Become a member of the BiggerPockets community of real estate investors - https://www.biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is sponsored by…IGNITE FUNDING:Earn 10%-12% fixed annual returns backed by real property, without the hassle of owning and managing rentals.https://lp.ignitefunding.com/2025/5mis-rtr/signup/?sl=rtr&utm_source=rtr&utm_medium=podcast&utm_content=podcast_1Thinking passive income in real estate is only for the wealthy? Think again.In this episode of the Rent To Retirement Podcast, Adam Schroeder and Zach Lemaster are joined by Carrie Cook, President of Ignite Funding, to uncover a powerful and lesser-known strategy: note investing backed by real estate.Carrie shares how everyday investors—even non-accredited ones—can earn 10-12% annual returns through collateralized real estate loans with as little as $10,000. No tenants, no toilets, and no property management headaches.Learn how this strategy works, how Ignite Funding underwrites deals, manages risk, handles defaults, and provides transparency and control often missing in syndications or REITs.

We're bringing back the 7investing podcast!After remaining dormant for a few months, 7investing founder Simon Erickson introduces the new-and-improved show format. That will include:Deeper company-specific insights - including Wolfspeed's financial stability, AMD's leap into the datacenter, Palantir's stock-based compensation, and The Trade Desk's valuation (and that is all just this week!)New guests - including those looking at different sectors of the market such as REITs, crypto, banking, dividends, special situations, and international opportunitiesExclusive offers - new partnerships with other investing newsletters and products with exclusive rates for the 7investing audienceLivestream formats - recorded live and available for guests to join at riverside.fm/studio/7investing-live.I'm excited to get started with our new-and-improved 7investing podcast. See you in the speakers!Are you ready to get started with 7investing, to see all of our active recommendations, our five monthly Best Buys, our buy/hold/sell conviction ratings, and our interactive community forum? If so, your first week is free at:7investing.com/subscribe

This episode is sponsored by…IGNITE FUNDING:Earn 10%-12% fixed annual returns backed by real property, without the hassle of owning and managing rentals.https://lp.ignitefunding.com/2025/5mis-rtr/signup/?sl=rtr&utm_source=rtr&utm_medium=podcast&utm_content=podcast_1Thinking passive income in real estate is only for the wealthy? Think again.In this episode of the Rent To Retirement Podcast, Adam Schroeder and Zach Lemaster are joined by Carrie Cook, President of Ignite Funding, to uncover a powerful and lesser-known strategy: note investing backed by real estate.Carrie shares how everyday investors—even non-accredited ones—can earn 10-12% annual returns through collateralized real estate loans with as little as $10,000. No tenants, no toilets, and no property management headaches.Learn how this strategy works, how Ignite Funding underwrites deals, manages risk, handles defaults, and provides transparency and control often missing in syndications or REITs.

Für Investoren hat sich ein weiterer Unsicherheitsfaktor materialisiert: die US-Wirtschaft. Das bislang starke Wachstum ist erstmals seit drei Jahren zurückgegangen. Welche Taktiken jetzt sinnvoll sind, steht zu Beginn im Mittelpunkt dieser Ausgabe.Anschließend gehen vier Tech-Giganten in den Aktiencheck. Microsoft, Meta, Apple und Amazon haben neue Quartalszahlen vorgelegt. Börsenreporterin Anne Schwedt geht an der Wall Street der Frage nach, was die CEOs hinsichtlich der Zollproblematik ihren Anlegern zu sagen haben.Das Dax-Update führt diesmal zu einem der prominentesten Namen im MDax, zu Lufthansa. Da gibt es nicht nur neue Quartalszahlen, sondern auch eine Chartformation, die nicht nur für Detailfreunde interessant ist, sondern für jeden Anleger.In der Community-Corner geht es diesmal um eine spezielle Form der Kapitalanlage im Immobiliensektor. Es wird die Frage beantwortet, welche REITs derzeit besonders spannend sind. ID:{5fZZOGuYT0nQhaaE4gCTFp}

In this conversation, Liz Ann Sonders interviews Dario Perkins of TS Lombard. They discuss the growing international skepticism towards U.S. policy, the implications of trade deficits and capital account surpluses, and the risks of recession in the current economic climate. They explore the Federal Reserve's reaction function in light of labor market dynamics and the political influence on monetary policy. The discussion also touches on the potential for a "Liz Truss moment" in the U.S. and concludes with a look at the bull case for the U.S. economy.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.You can keep up with Dario Perkins on X or follow his podcast Perkins Vs Beamish.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 DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.  All expressions of opinion are subject to change without notice in reaction to shifting market 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.  Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.  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.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.  All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Currency trading is speculative, volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.BLS is the Bureau for Labor Statistics.The Sahm Rule identifies signals related to the start of a recession when the three-month moving average of the national unemployment rate (U3) rises by 0.50 percentage points or more relative to its low during the previous 12 months.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0525-RV98)

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The tech sector has slid this year, but with the Nasdaq rebounding strongly in recent weeks, is the tech sector back? MARKET WRAP: ASX200: up 0.69% to 8,126 GOLD: $3,295 US/oz BITCOIN: $148,074 AUD Tech stocks higher led by WiseTech Global – up 1% and TechnologyOne gaining 2.4% to $30.06. REITS were also solid, with Goodman Group up 1.9% and Westfield shopping centre landlord, Scentre gaining 1.7% to $3.62. Wesfarmers rose 1.6% and JB Hi-Fi added 0.7% per cent to close at $103.59. Commonwealth Bank and Westpac also increased by 2.2% and 1.6%. Champion Iron dropped by just under 1 per cent to $4.57 despite reporting a record quarter for sales, rising 18 per cent year-on-year to 3.5 million dry metric tonnes. Alcoa retreated by 1.7% to $38.95 after reporting Spain’s nationwide power outage on Monday had affected operations at one of its smelters. Origin fell 1.3% following their report of a decrease in LNG revenue. CURRENCY UPDATE: AUD/USD: 63.4 US cents AUD/GBP: 47.8 pence AUD/EUR: 55 Euro cents AUD/JPY: 90 Japanese yen AUD/NZD: 1.07 NZ dollars See omnystudio.com/listener for privacy information.

Are ETFs still the no-brainer wealth builders they once were? Hosted by Michelle Martin with guest Willie Keng, Founder of Dividend Titan, we dive into why ETFs like the S&P 500 may disappoint over the next decade. From cheap money's end to soaring valuations and risky overconcentration, Keng explains the shifting investment landscape. Learn why stock-picking discipline may be more critical than ever. Plus, we explore alternatives like REITs, bonds, and cash yielding 3–6% today. Is it time to rethink, rebalance, or double down?See omnystudio.com/listener for privacy information.

Burnout isn't just emotional, it's financial. Many doctors put off financial planning until they're deep in debt, stuck in lifestyle inflation, and too burned out to pivot. In this episode, The White Coat Investor Jim Dahle lays out how to build a burnout-resistant career by making smart, intentional money decisions, whether you're a student or a seasoned physician.We delve into frugality (the useful and the absurd), how burnout can quietly become your biggest financial threat, what makes a solid investment plan, the waterfall method of managing your money, and why many doctors end up wealthy on paper but broke in practice. Plus: when hiring a financial advisor is the smartest move you can make—and when it's the worst.Guest bio: Jim Dahle, MD, FACEP is a practicing emergency physician and the founder of The White Coat Investor. After early experiences with predatory financial advisors, he taught himself personal finance and saw firsthand how financial literacy transformed his life. Motivated to help colleagues avoid similar pitfalls, he launched The White Coat Investor—then the only unbiased financial education resource for physicians. More than a decade later, Dr. Dahle continues to lead the organization as CEO, columnist, and podcast host, staying true to its mission: “help those who wear the white coat get a fair shake on Wall Street.”We Discuss:Financial goals as the “game,” not competition with othersEmbracing frugality (and where it can go too far)Burnout as a major financial riskStrategies to reduce burnout, including working less and managing spendingUnderstanding your financial “basement” (minimum monthly needs)Lifestyle creep and how to monitor itThe “live like a resident” strategy post-trainingNet worth versus income, and why physicians sometimes retire brokeThe financial “waterfall” (how to prioritize where your money goes)Why trying to beat the market usually backfiresWhole life insurance: the hype versus realityCreating an Investment Policy Statement (IPS)Real estate investing: REITs versus hands-on ownershipDesigning your life and shifts as a financially independent physicianThe "night shift marketplace" modelWhen to work with, or fire, a financial advisorCase study: mid-career physician financial planning

Volatility and uncertain economic outlooks continue to dominate the macroeconomic landscape. In this episode, Liz Ann Sonders and Kathy Jones consider the current state of the stock market, which has been characterized by significant price fluctuations. They explore the dynamics of the yield curve and the pressures on central bank independence amid political influences. The discussion also highlights the economic indicators that could impact market sentiment and investor behavior. Then, Kathy Jones and Collin Martin discuss the current status of the bond market, focusing on Treasury yields, the Federal Reserve's potential interest rate decisions, and investment strategies for different life stages. They explore the implications of tariffs on inflation and the labor market, the attractiveness of corporate bonds, and the possible benefits of Treasury Inflation Protected Securities (TIPS) in an inflationary environment.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.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 DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market 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.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.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.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see https://www.schwab.com/IndexDefinitions.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee.Currency trading is speculative, volatile and not suitable for all investors.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.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0425-MPWW)

While many investors focus on asset allocation, understanding WHERE to place your investments can significantly impact your after-tax returns. This episode explains:The differences between tax-deferred, tax-free, and taxable accountsHow to minimize taxes and maximize your after-tax yieldThe best types of investments to hold in each account type, including bonds, REITs, and high-growth assets---------✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com⁠⁠✅ My personal blog & newsletter: https://www.thomaskopelman.com⁠⁠Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

Want to invest in Stocks and REITs but not sure where to start? With this video, discover how easy it is to get started with MyTrade and why it's the ultimate partner for your stock trading journey. Don't just invest—invest smarter with MyTrade!

Big Tech, bold earnings, and billion-dollar resorts – it's a packed morning. Hosted by Michelle Martin with Ryan Huang, this episode dissects Alphabet’s 46% earnings jump and YouTube’s $500B valuation. We spotlight Keppel Corp’s profit surge and REITs like CapitaLand India Trust, OUE REIT, and Mapletree Industrial Trust. Singapore gainers include SGX, ST Engineering, and City Developments Limited. Meanwhile, Marina Bay Sands posts steady growth, and MGM bets big on Japan. Catch the last word on how a 19-second zoo clip helped build a media empire.See omnystudio.com/listener for privacy information.

Discover how to make passive income with ease in this episode of REI Mastermind Network! Join real estate investing expert Brad Thomas, author of "REITs for Dummies," as he breaks down "REITs 101" and shares powerful strategies to build generational wealth through real estate investment trusts. Whether you're a beginner or a seasoned investor, this conversation will inspire you to explore REITs as a game-changing addition to your portfolio.

David Giulieri and Michael Svec, senior portfolio management directors and certified financial planners with the Chesapeake Capitol Group at Morgan Stanley, were guests on Nareit's REIT Report podcast. In recognition of April as Financial Literacy Month, Giulieri and Svec touched on a range of topics relevant to novice and seasoned investors alike.Both Giulieri and Svec emphasized the importance of staying calm and focused in today's volatile market environment. “If you can stay disciplined during times like this, the odds of success skyrocket,” Giulieri said. Svec advised listeners to “have a plan, stick to it, and do your best to keep the emotion out of it.”During the interview, Giulieri and Svec also addressed:key questions to ask a potential financial advisorhow to balance the need to have funds available for key financial milestones, like buying a home or paying for college, with ensuring that you're also saving for retirementadvice for anyone already on the investment path, with a 401K or other investment vehicle, who's tempted to look at their latest account statement right nowwhether this is potentially a good time to either begin investing in the markets or to put additional funds inwhat a balanced investment portfolio might look like and how REITs could fit into that

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. 5 easy steps to clean your portfolio: https://moosemarkets.com/webinar Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://www.retirementloop.ca Why I prefer low yield vs high yield: https://moosemarkets.com/income REITs discussed: GRT.UN.TO, CRT.UN.TO, CAR.UN.TO, IIP.UN.TO

What if you could invest in property without saving for a deposit or applying for a mortgage? In this episode, we break down REITs (Real Estate Investment Trusts), a low-barrier way to invest in real estate. We cover: What are REITs and how do they work?The pros and cons of REITs vs. purchasing physical propertyA comparison of their returnsWhere and how you can buy REITSA list of the top REITs and REIT ETFs on the ASXResources:

Season 2, Episode 12: In this episode of The No Cap Podcast, hosts Jack Stone and Alex Gornik break down the madness of the week's biggest headlines, including Trump's unexpected tariff drop, the resurgence of REITs, and Meta's new data center. They also dive into why Shein and Temu may be facing serious troubles and what all of this means for the economy and real estate. From inflation to energy crises, the latest on the stock market to a birthday bobblehead discussion — this episode has it all. CHAPTERS: 00:00 - Introduction 05:11 - Hooters' Bankruptcy & Rebrand 09:17 - REITs vs Developers 14:56 - Treasuries, Tariffs & China 21:15 - Long-Term Strategy 25:10 - Inflation, Real Estate & The Dollar 31:28 - Meta's Data Center & Energy 34:38 - Detroit, AI & Housing Crisis We want to thank our sponsor Greysteel.  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, Liz Ann Sonders and Kathy Jones begin by discussing the current state of the markets, focusing on volatility, investor confidence, and the impact of trade policies. They explore how changing economic conditions and uncertainty are affecting investment strategies and corporate earnings guidance. The conversation also delves into the complexities of global trade dynamics and the Federal Reserve's cautious approach in navigating these challenges. Next, Liz Ann Sonders interviews Deane Antoniou, director and portfolio strategist for ThomasPartners. They discuss the complexities of retirement investing, emphasizing the importance of having a well-structured plan that considers both financial and emotional risk tolerance. They explore the challenges retirees face in volatile markets, the significance of systematic investment strategies, and the role of dividends in providing income. The discussion also touches on the impact of inflation on consumer perception and the necessity of being thoughtful about investment choices. Ultimately, they highlight the importance of focusing on long-term strategies rather than short-term market fluctuations.You can read Deane's quarterly report here: ThomasPartners Strategies Quarterly Observations: Spring 2025.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.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 information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market 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.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.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.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.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.Currency trading is speculative, volatile and not suitable for all investors.There are risks associated with investing in dividend paying stocks, including but not limited to the risk that stocks may reduce or stop paying dividends.ThomasPartners Strategies with portfolio management provided by Charles Schwab Investment Management, Inc. ("CSIM"), dba Schwab Asset Management®.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.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0425-KCBD)

Rob Main, managing partner at the shareholder advisory firm Jasper Street, joined the latest episode of Nareit's REIT Report podcast. He discussed sustainability reporting and practical steps REITs can take to navigate the proxy season.Main described the corporate mood heading into proxy season as “anxious.” For many companies, however, as long as they've been engaging with their investors, have good disclosure, and aren't viewed as outliers by institutional investors, “they're probably going to have a good proxy season,” he said.Investors, meanwhile, are “cautious,” he said, and are likely to be more “tight-lipped” given recent SEC guidance. At the same time, their core belief about the importance of strong governance practices remains intact.

In this episode we answer emails from Corn Pop, Dustin and Jim.  We discuss annuities for elderly parents, TIPS ladders in retirement, REITs in small cap value funds, currency speculation, the GDE fund (again) and an aggressive portfolio construction.Link:Interview of Michael Kitces Re Problems With TIPS Ladders:  Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning | MorningstarBreathless and Promotional AI-Bot Summary:Dive into the mailbag as Frank tackles complex investment questions with his signature blend of expertise and pop culture references. This episode unpacks several critical financial planning dilemmas that challenge conventional wisdom.First, Frank examines when annuities make sense for elderly parents, explaining how health prospects and longevity expectations should guide this decision. For those likely to outlive actuarial tables, annuities can provide financial value and simplify management—but they're far from universally beneficial. Frank introduces Qualified Longevity Annuity Contracts (QLACs) as a strategic option for those concerned about funding long-term care in their later years.The conversation shifts to a provocative take on TIPS ladders, with Frank describing long-term ladders as "a flex for hoarders" rather than necessary financial tools. He argues these complicated structures work best for defined periods with specific purposes—like bridging to Social Security—not as decades-long income vehicles that will inevitably be either too long or too short for your actual lifespan.Currency speculation, Bitcoin, and aggressive portfolio construction round out the episode's explorations. Frank explains how currency exposure already exists implicitly in international stocks and gold without dedicated speculation, evaluates an aggressive portfolio with substantial Bitcoin allocation, and questions whether dividend stocks belong in accumulation strategies.Throughout, Frank balances technical analysis with practical wisdom, reminding listeners that personalized investment approaches must account for individual circumstances rather than following generic advice. Whether you're managing a retirement portfolio or building wealth, you'll gain valuable perspective on how the finest investment strategies align with your actual needs rather than theoretical ideals.Want your questions answered on a future episode? Email frank@riskparityradar.com and don't forget to subscribe and leave a review!Support the show

Bio Moiz Doriwala is a seasoned professional with a diverse background spanning real estate finance, investment, and entrepreneurship .... Growing up in Naperville, Illinois, his interest in real estate was sparked by his father's career as a general contractor and developer. He pursued higher education, earning a Bachelor of Arts degree in Economics from the University of Chicago and an MBA in Finance and Management and Strategy from Northwestern University's Kellogg Graduate School of Management. His early career began in the finance sector with a unique rotational program at Bank One (later JP Morgan Chase), where he gained experience in asset-backed securities trading, commercial loan workouts, leveraged leasing, and even worked in a strategic group under Jamie Dimon. He further honed his investment banking skills in the Financial Sponsor Group of J.P. Morgan Securities in New York, focusing on M&A transactions and various financing activities. In 2005, Mr. Doriwala transitioned to the real estate industry, joining S&R Land Development, LLC in Reston, VA, where he was involved in the development of residential and commercial land. Leveraging his financial acumen and real estate exposure, he later became Vice President of Perseus Realty Capital, LLC, specializing in joint venture equity, preferred equity, and mezzanine financings. In 2008, Mr. Doriwala formed his own umbrella company, Stirling Realty Advisors, LLC, a boutique real estate investment bank that provides financial advisory services, primarily focusing on raising debt and equity capital for real estate developers and operators nationwide. While initially focused on capital raising, Stirling has evolved into a vehicle for his various investment activities. Under the Stirling umbrella, Mr. Doriwala manages and invests in several businesses, including: Bookhill Park: An entity that manages a series of small funds and operates as a finance company, providing opportunistic lending across various industries and geographies Investments in mental health and behavioral health businesses Investments in one off LPs in apartment projects His role as President of Superior Living Foundation Inc., a 501c3 non-profit focused on owning businesses in the healthcare region, such as senior housing and behavioral health facilities1 .... Mr. Doriwala also has experience in the senior housing sector, having served as Treasurer for Meridian Senior Living .... Additionally, he was involved in the mobile home park business for a number of years through BHP, building and eventually exiting a portfolio of parks. Throughout his career, Mr. Doriwala has demonstrated an opportunistic and entrepreneurial approach, building strong relationships and a reputation for his ability to navigate complex transactions and provide creative financial solutions. He values strong partnerships, thorough due diligence, and trusting his instincts in his investment decisions. Show Notes [6:30] Introduction to Moiz Doriwala and his diverse business background. He manages or participates in managing at least three businesses. [7:00] Overview of Sterling Realty Advisors. Formed in 2008 as an umbrella company for advising real estate operators and developers on capital raising (joint venture equity, mezz, preferred equity, debt financing). Now primarily a vehicle for personal and business investment activities. [7:50] Discussion of Sterling as an investor. Investing in individual real estate projects and companies, often as a passive investor or advisor. [8:20] Introduction to Bookhill Park. An entity managed by Moiz, functioning as a finance company providing loans across various industries and geographies, focusing on the borrower and path to repayment. [9:10] Overview of investments in mental health and behavioral health businesses. [9:20] Moiz's role as President of Superior Living Foundation Inc. A 501c3 non-profit focused on owning businesses in the healthcare region (senior housing, behavioral health, substance abuse). [9:55] Moiz shares his origins and early life in Naperville, Illinois. Noteworthy growth of the suburb outside Chicago. [10:40] Influence of his father's career as a general contractor and developer on his early real estate exposure. [11:05] Initial aspirations to be a lawyer but a shift to finance and banking during college at the University of Chicago (Economics). [11:30] First job at Bank One and the unique two-and-a-half-year rotational program with simultaneous part-time MBA at Northwestern Kellogg. [12:15] Rotations at Bank One: Asset-backed securities trading desk, managed assets (commercial loan workout group, including the Safety Clean bankruptcy), leveraged leasing group, and "skunk works" group working directly for Jamie Dimon. [14:30] Rotation in the banks' merger and acquisition (M&A) group. [14:45] Unique aspect of the Bank One program: Obtaining an MBA (paid for by the bank) through evening classes while working full-time. [16:15] Jamie Dimon's arrival at Bank One as CEO during Moiz's time there. [16:30] Merger of Bank One with JP Morgan Chase and Moiz's move to New York to work in the investment bank's financial sponsors group. [16:45] Fond memories of working in JP Morgan's financial sponsor group. Considered a top group on the street with a strong balance sheet and access to private equity firms. [18:40] Decision to leave JP Morgan in 2005 due to his wife's desire to return to the DC area and the demanding hours of investment banking. [19:30] Intense work hours in investment banking: Regularly working 12+ hour days, seven days a week, sometimes sleeping at the office. [20:15] Wife's background in the real estate industry and understanding of the demanding work schedule. [20:20] Opportunity to join his wife's family's business in land development in the growing DC area, prompted by his father-in-law coming out of retirement to help a large home builder. [20:50] Reasons for leaving high finance for land development: Opportunity to learn real estate on someone else's dollar, educational and financial rewards, and the desire to move to DC. [21:30] Eye-opening experience transitioning from Wall Street to land development. Different work hours and the need for patience when dealing with the public sector. [23:15] Realization that residential land development was not the right fit. [23:30] The financial crisis impacting the land development industry. Fortunate timing of selling their last project before the major downturn. [24:25] Pivoting after the financial crisis to Perseus Realty Capital. A brokerage firm focused on financing real estate transactions (joint venture equity, mezzanine, preferred equity). [25:15] Reasons for choosing Perseus over larger national players: Desire for a smaller, newer firm with more control over destiny, having experienced both very large and very small companies. [26:25] Perseus's evolution to PRP real estate and shift from intermediary to asset management. [26:45] Learning curve at Perseus regarding traditional real estate financing. Understanding mortgage financing, mezzanine debt in real estate, and the role of institutional investors and private equity funds. [27:45] Focus on networking and finding new sources of capital for clients at Perseus. [28:50] Most challenging deal at Perseus: A high-rise residential building in Denver during the financial crisis where the senior loan fell through after construction began. [29:30] Securing mezzanine financing for the Denver project with another intermediary bringing in Corus Bank as the senior lender. [30:10] Challenges with Corus after Starwood took over, transitioning from dealing with a bank to an opportunity fund. [31:10] Comparison of the lending environment today (more cautious with lower loan-to-cost, higher rates, stronger covenants) compared to before COVID. [32:30] Overview of Bookhill Park's lending activities. Opportunistic lending beyond just real estate, including first and second mortgages, mezzanine, unsecured and secured loans, asset-based loans, inventory financing, payroll loans to government contractors, and factoring. [33:20] Origin of Bookhill Park's lending business: Helping a government contractor with payroll financing due to challenges with traditional bank lending for new contractors. [34:20] Higher return expectations in Bookhill Park's early lending days (17%+) compared to today (12-15%) due to increased private credit competition. [36:00] Impact of higher generic interest rates versus the decrease in Bookhill Park's targeted returns due to market competition. [36:50] Bookhill Park's patient capital base (personal capital, friends, family, investors) allows for selectivity in deals. [38:10] Evolution of Stirling Realty Advisors post-Perseus, focusing on national JV equity and mezzanine raising with a business partner. [38:50] Strategies for finding clients and investors: Networking at conferences (ULI), cold calling developers, and building relationships. [39:55] Business partner's departure and Moiz continuing as a sole entrepreneur with Stirling, leading to involvement in other businesses through new partnerships. [40:30] Evolution of the senior living business involvement. Initial capital raising for healthcare deals leading to a role at Meridian Senior Living. [41:20] Role as Treasurer at Meridian Senior Living. Initially part-time but became more significant, involving corporate infrastructure and learning the operations-focused nature of the healthcare business. [42:50] Financing structure of Meridian Senior Living: Real estate financed by traditional sources (opportunity funds, REITs) through leases, while operations were primarily financed by the three partners. [43:20] Involvement in raising capital for Meridian. [43:30] Managing banking relationships at Meridian. The partners had existing relationships, but Moiz also brought new ones. [44:20] Growth and evolution of Meridian: Hiring a full-time treasurer and assistant treasurer, and starting ancillary businesses (pharmacies, therapy business). [45:20] Parallel development of Bookhill Park and how relationships from the senior housing business led to healthcare lending deals. [46:00] Bookhill Park's unique lending advantage in the senior housing space: Ability to potentially take over management due to the operating company connection. [46:30] Bookhill Park's partnership with regional banks to do larger "A/B" structure loans, effectively syndicating the "A" piece. [48:30] Mobile home park business (BHP): Parallel investment with a different group of partners, attracted by limited supply and affordable housing characteristics. [50:15] Portfolio size of mobile home parks at its peak. [50:20] Opportunistic investment strategy leading to eventual exits from mobile home park projects. [50:45] Sale of a well-located mobile home park in Maryland after a short ownership period due to a strong offer. [51:30] Institutionalization of the mobile home park space over the last 15 years, leading to increased competition and higher acquisition costs, making current returns less attractive. [52:00] Challenges in the current mobile home park market: Increased broker presence and sellers having unrealistic price expectations. [52:50] Differences between mobile home park and traditional multifamily operations. [53:10] Section 8 in mobile home parks. [53:30] Potential future re-entry into the mobile home park market when institutional capital exits. [54:10] Formation of Superior Living Foundation Inc. (501c3) in 2017 by the principals at Meridian Senior Living to grow their presence in senior housing and healthcare through tax-exempt opportunities. [56:00] Avoiding conflicts of interest between the non-profit and for-profit entities. Independent board for the non-profit making decisions at market rates with multiple operator options. [57:15] Interesting financing assignments: Maritime claim settlement through Bookhill Park, involving learning about maritime law and insurance claims. [59:30] Recent closing of a 14-property skilled nursing portfolio acquisition by Superior Living Foundation. A tax-exempt bond deal with institutional buyers, aimed at growing the foundation's ability to provide healthcare services. [1:01:30] Reflection on John's early prediction of Moiz's success and their collaborative transactions over the years. [1:01:45] Moiz's experience in the ULI mentorship program with John as his mentor. [1:02:30] Value of their ongoing relationship and how it has led to successful introductions and investment opportunities, including a senior housing deal in Florida and multiple investments in a former mentee's multifamily projects. [1:04:40] Advice for young listeners on investment criteria and sponsor selection. Prioritizing the sponsor, location, and the sponsor's financial resources and "skin in the game." [1:07:00] Views on signing recourse loans. Moiz's partner's perspective on the development game. [1:08:00] Not personally willing to act as a co-GP solely for providing a guarantee. [1:08:30] Ability to bring both equity and a guarantor to a deal. [1:08:45] The unique aspect of Moiz's ability to raise capital and bring a group of investors to deals. [1:09:50] Investment philosophy and what sets Moiz apart: Creativity without a fixed "box," focusing on the story and exit, and a commitment to doing what they say they will. [1:12:00] Clarification on partnership structure: While Stirling is his sole business, almost all other ventures involve partnerships. [1:12:30] Importance of having partners to bounce ideas off of. [1:13:00] Time management strategies: Making lists, prioritizing, managing multiple transactions, relying on mental organization, and detailed calendar use. [1:14:20] Financial management: Working with an accountant and using QuickBooks for many entities. [1:15:15] Lean administrative structure. [1:16:00] Personal management of investor payouts for Bookhill Park. [1:16:30] Utilizing technology for tracking investments (example of Colin's investor portal) and the recommendation to invest in such technology. [1:17:00] Limited personal exploration of AI but an interest in future use. [1:17:30] Use of a wealth management firm with strong technology to track personal and investment financials. [1:17:45] Effectively having a "family office" through their wealth management firm's tracking capabilities. [1:18:30] Ensuring his wife knows the location of important financial information. [1:19:00] Challenging trends and unique opportunities in investments and capital markets today: Uncertainty due to government changes, tariffs, and financial market fluctuations. Lending still tough, potential impact of rising unemployment on real estate. Possible positive impact on office sector. [1:20:30] Trends in the senior housing business: Demographic upside ("silver tsunami") but challenges with increasing labor, food, and supply costs not yet matched by rent increases. Impact of stock market and interest rates on affordability. Financing and construction costs remain high. [1:22:00] Dynamics in the skilled nursing space: Reliance on Medicaid with capped payments and potential cuts creating nervousness. [1:23:15] Growth potential in healthcare in general and the role of AI. [1:23:45] Growth potential in the energy business, including passive energy. [1:24:00] Concerns and questions surrounding the office sector: Return to office trends, occupancy rates, and the efficiency of operating buildings with hybrid work models. Impact on retail demand. [1:24:45] Approach to future investments: Remaining opportunistic and open-minded across various sectors, continuing high-quality lending and partnerships, and focusing on good real estate in prime locations. [1:26:00] The unique value of Moiz's diverse experience across institutional finance, small entrepreneurial groups, agency, and principal roles. [1:26:15] Accepting that not all ventures will succeed and the importance of learning from both successes and failures. [1:26:45] Most surprising lessons learned: No guarantees in business or life, and the critical importance of personally verifying key information rather than solely relying on team members or partners. [1:28:30] Advice to his 25-year-old self: Be curious, be patient, be a hustler, slow down (balance opportunism with thorough execution), and be passionate. [1:29:55] Priorities of family, work, and giving back: Family is paramount with a focus on spending time with his children. Strong emphasis on giving back in the education space, both domestically and internationally. [1:30:30] Supporting various educational organizations. [1:31:30] Final question: What would a billboard on the Capitol Beltway say? "Trust your gut." [1:32:00] Reflection on times when trusting his gut paid off and, more significantly, times when ignoring his gut led to negative outcomes. [1:32:20] Accepting missed opportunities without regret. [1:33:20] Thank you and closing remarks. Similar Episodes Brad Olsen Shekar Narasimhan Ken Bacon Willy Walker

In this episode we answer emails from Jeremy, Brad, and James.  We discuss a more aggressive risk-parity portfolio similar to the Weird Portfolio, the problems with data analysis and recency bias and considerations in accounting for Social Security or pensions in retirement portfolio planning.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:Jeremy's Portfolio on Portfolio Visualizer:  https://www.portfoliovisualizer.com/backtest-asset-class-allocation?s=y&sl=LDhLHuhVF5zOKfTZckLT7Weird Portfolio:  Weird Portfolio – Portfolio ChartsTestfolio Portfolio Comparison (90/10 vs. 50/50):  https://testfol.io/?s=2TDnqWEw5FEBogle Interview (re Social Security):  Jack Bogle on Index Funds, Vanguard, and Investing AdviceKitces Interview (re Social Security):  Social Security: Part of Your Asset Allocation?Breathless AI-Bot Summary:  "A foolish consistency is the hobgoblin of little minds," begins this episode, capturing the essence of breaking away from conventional investment thinking. Stepping into Frank's metaphorical "dive bar of personal finance," listeners are treated to an exploration of portfolio diversification during turbulent market conditions.Frank tackles three thought-provoking listener questions that challenge common investing assumptions. First, he analyzes a balanced portfolio proposal with equal allocations to large-cap growth, small-cap value, REITs, long-term treasuries, and gold, explaining why this more aggressive risk parity approach shows promising safe withdrawal rates. The conversation shifts to the dangers of recency bias when a listener questions the underperformance of a 50-50 small-cap value/large-cap growth portfolio over just five years. Frank emphasizes that even a decade of data can be "just noise" when evaluating investment strategies, reminding us to focus on performance during challenging market periods rather than recent returns.Perhaps most compelling is Frank's fresh perspective on integrating Social Security into financial planning. Challenging the notion that Social Security should be viewed as fixed-income allocation, he suggests treating it more like an annuity that reduces expenses rather than an asset within your portfolio. This shifts the conversation from wealth preservation to life maximization, encouraging retirees to consider increasing discretionary spending rather than hoarding assets.The weekly portfolio review reveals a fascinating market story: while the S&P 500 has fallen 8.64% year-to-date and small-cap value has plummeted 19.69%, gold has surged 23.12%. This perfect illustration of risk parity principles shows how properly diversified portfolios maintain remarkable stability despite individual asset volatility. The unlevered sample portfolios remain down less than 1% year-to-date, demonstrating the power of hearing that "different drummer" when constructing your investment approach.Have questions about building your own diversified portfolio? Email frank@riskparityradio.com or visit the website to connect directly. Don't forget to subscribe and leave a review wherever you listen to podcasts!Support the show

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

Danny Ismail, co-head of strategic research at Green Street, joined Nareit's REIT Report podcast to discuss how real estate and REITs are positioned in the current highly volatile market environment created by last week's White House announcement on tariffs.Ismail said there's good reason to fear a slowdown in economic growth resulting from an increase in tariffs, not just from potentially higher import costs, but also a pullback in business investment as well as consumer spending.As for the market response, “we'll see how the next few weeks shake out, but thus far REITs and real estate appear to be a relative safe haven,” Ismail said. One reason for that is the starting valuation of REITs prior to the tariff announcement, where REITs looked attractive relative to the S&P 500. “REITs came into this environment on the cheaper side, while private real estate came in looking fairly valued,” Ismail noted.

In this episode, Kathy Jones and Liz Ann Sonders discuss the current state of the markets, focusing on the volatility in both the equity and bond markets. They analyze the impact of recent economic announcements, the role of the Federal Reserve, and the implications of trade deficits. The conversation also covers investment strategies in uncertain times and looks ahead to upcoming economic indicators that could shape market expectations.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market 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. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. 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.Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Currency trading is speculative, volatile and not suitable for all investors.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.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.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.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The MOVE Index, a.k.a the "VIX of bonds," helps investors track volatility across U.S. Treasuries. Sometimes, it can signal future action in equities.Correlation is a statistic that measures the degree to which two securities move in relation to each other.(0425-FT3S)

It's Q&A Day on Talking Real Money, and Don tackles listener questions on everything from crypto and REITs to emergency funds and IRA contributions. He reiterates his firm stance against crypto as an investment, warns about the risks of individual REITs, and supports diversified REIT funds for long-term portfolios. Don also confirms that yes, you can contribute to a Roth for 2024 and a traditional IRA for 2025 in the same calendar year, as long as you stay within annual limits. Emergency cash? A Treasury money market fund like VUSXX is a solid place. And yes—Don really loves Chattanooga. 0:24 It's Q&A Day—Don wants more spoken questions 2:37 No love for crypto—even with a “strategic reserve” 4:43 Crypto isn't investing, it's gambling 5:30 REITs okay in a fund, but never buy individual REITs 8:10 VUSXX is a great place for emergency savings 10:15 Yes, you can do a 2024 Roth and 2025 IRA in same year 11:54 Watch out for pro-rata tax rules when backdooring Roths Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Kathy Jones and Liz Ann Sonders discuss the latest round of tariffs issued by the Trump administration—and how they might impact the economy going forward. Then, Kathy sits down with Dr. Nela Richardson, the chief economist of ADP Research. They discuss the role of ADP in providing payroll services and employment data. They also cover the current trends in the labor market, the impact of immigration, and the demographic changes affecting the economy. They explore the dynamics of the manufacturing sector, the implications of AI on the future of work, and the importance of soft skills in the evolving job landscape. The discussion highlights the resilience of the U.S. economy amidst various challenges.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.You can learn more about Nela's collaboration with Marketplace and American Public Media here: The Age of Work.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 information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.  All expressions of opinion are subject to change without notice in reaction to shifting market 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.  Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.  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.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Currency trading is speculative, volatile and not suitable for all investors.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.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.  All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0425-EB5A)