Regular followers know we’re news hawks. We scour the headlines for clues about opportunities and threats facing real estate investors. We look at the good, the bad, the ugly … and consider things at the micro, macro, geo-political, and systemic level. Even though we watch a broad range of real estate niches … we tend […]
Headlines say real estate funds performing well … Read More »
A common adage is “treat your investing as a business”. Good advice! And at first blush, you might think it means … Figuring out your mission, vision, values … Establishing clearly defined goals and objectives … Developing strategies, tactics, processes, policies and procedures … Recruiting, training, and leading a team … Setting up communication and
SWOT are you worried about … 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 »
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 »
Timeless real estate wisdom says three things matter most when deciding what to buy … location, location, location. It’s tongue-in-cheek, but the point is real estate derives its value from demand. The key is choosing properties most likely to surge in demand relative to supply. Of course, deciphering supply and demand means looking at demographics,
Investing, infrastructure and you … Read More »
Put on your thinking cap. This one’s going to use some brainpower. But if your investment plans involve money and the future, it’s probably worth the effort. During our 2017 Investor Summit at Sea™, Chris Martenson warned that a financial system dependent on perpetual growth is unsustainable in a world of finite resources. We’ll forego
The future of growth … Read More »
In case you missed it, President Trump just announced his proposed budget. Two items caught our attention. First, there are big cuts to social programs. With 43 million people on food stamps and many of those being renters, there’s an obvious ramification for landlords. As we said back in 2015, “…if the government subsidy goes
Trump’s budget and your real estate investing … Read More »
President Trump has put his tax plan on the table for the world to see. The big question is … what does it REALLY mean? But rather than speculate on the future possibilities, let’s take a look at the last time big-time tax reform went from rhetoric to reality. Way back in 1986, then-President Ronald
Could taxing times be ahead for real estate … Read More »
Do you remember the opening scenes from the classic movie Mary Poppins? The camera focuses on a weather vane changing direction as observers comment … “Looks like the winds are changing over 17 Cherry Tree Lane” … home to one George W. Banks. But today it’s the Fed’s Janet Yellen – not Mary Poppins –
Fed rate hike looms … Read More »
You probably heard that President Trump gave a speech last night. Looks like the stock markets liked it. So what’s all the excitement about? And what does it mean to real estate investors? First, forget about whether you like or agree with President Trump … or think he’s a chump. He’s going to do what
Trump’s trillion … and you Read More »