One reason we write is because very little mainstream financial commentary addresses the unique needs of real estate investors. Most financial pundits think of real estate merely in terms of home prices, home builder stocks, and maybe real estate investment trusts (REITs). Their preferred investment strategy is buy-low-sell-high … usually based on divining things wholly outside […]
Home-building bust … good, bad, or ugly? Read More »
“You can’t handle the truth!” – Jack Nicholson in A Few Good Men Neither optimists or pessimists can handle the truth.Optimists refuse to acknowledge the part of reality that’s negative … … while pessimists can’t see the ever-present opportunities hidden behind the problems. While we’d rather be optimistic than pessimistic, maybe it’s better to be BOTH.“The
Can you handle the truth? Read More »
Something BIG is happening for real estate … and while it’s not a surprise, it’s a development every real estate investor should be aware of. Here’s some context … First, remember real estate investing is essentially a business of managing debt, equity, and cashflow. That’s YOUR job. You can get your property managers and team to
Real estate just got a BIG boost … Read More »
Even though the Fed skipped a rate hike last meeting, someone forgot to tell the 10-year Treasury yield, which has broken over three-percent … DOUBLE where it was just two years ago. In case you don’t know, the 10-year Treasury yield is arguably the single most important interest rate on Earth … certainly for real
Rising rates, oil, and an angry Amazon … Read More »
In a financialized economy, it’s easy to obsess over the dollar, Bitcoin, gold, forex, the Fed, interest rates, stock indexes, etc. Financialization is when an economy emphasizes making money from money … as opposed to making money from making things. Think of it as the difference between Wall Street and Main Street. But there’s currently a
Trickle down Trump-style … Read More »
Between Bitcoin, Nasdaq, and yes … even some real estate markets … there’s a growing concern about bubbles blowing up on giddy investors who’ve been partying like it’s 1999. Of course, if you sit out to play it “safe” … you might miss out on all kinds of exciting gains. Buy into the hype … you might
Avoiding bubble trouble … Read More »
Real estate investing can be lonely. Very few financial conferences or commentators even talk about real estate … much less endorse it as a wealth building vehicle. So real estate investors huddle together in obscure corners of the financial community … quietly making money and muttering about the trials and tribulations of tenants, toilets and
Real estate wins … Read More »