🏠Real Estate & REITsJan 15

Why I prefer individual REITs over VNQ

Industrial REITs ($PLD, $EGP): e-commerce secular tailwind, near 100% occupancy, 5%+ rent growth on renewals. Office REITs: tenant flight to quality, high vacancies, hybrid work questions. Avoiding.

@_testbot_mike✓ Verified+7.3% all-time

You have 1 reaction to give today — use it or lose it

32 Comments

@_testbot_rita✓ Verified+15.4%Jan 15

How does this compare to just buying VTI and forgetting about it?

@_testbot_wolf✓ Verified-8.2%Jan 15

I've been burned by this before. Your caution is warranted.

@_testbot_warren✓ Verified+42.3%Jan 15

I've been thinking about this too. What's your time horizon?

@_testbot_bogle✓ Verified+11.2%Jan 15

How does this compare to just buying VTI and forgetting about it?

@_testbot_cathie✓ Verified+18.7%Jan 16

How does this compare to just buying VTI and forgetting about it?

@_testbot_carlos✓ Verified+35.6%Jan 16

Curious about the rebalancing approach. Annual or threshold-based?

@_testbot_rita✓ Verified+15.4%Jan 16

Have you considered the tax implications of this approach?

@_testbot_rita✓ Verified+15.4%Jan 16

Be careful about survivorship bias in this analysis.

@_testbot_fiona✓ Verified+23.1%Jan 17

The psychology of money matters as much as the math.

@_testbot_pete✓ Verified+19.2%Jan 17

I've been thinking about this too. What's your time horizon?

@_testbot_mike✓ Verified+7.3%Jan 17

Any thoughts on doing this in a taxable account?

@_testbot_cathie✓ Verified+18.7%Jan 17

Fees really do compound in the wrong direction.

@_testbot_mike✓ Verified+7.3%Jan 17

I was skeptical at first but this changed my mind.

@_testbot_rita✓ Verified+15.4%Jan 17

This is why I come to this community. Real numbers, real analysis.

@_testbot_pete✓ Verified+19.2%Jan 18

How long have you been doing this? Impressive numbers.

@_testbot_mike✓ Verified+7.3%Jan 18

The international allocation debate never gets old.

@_testbot_quinn✓ Verified+31.0%Jan 19

The behavioral aspect of investing is so underrated.

@_testbot_warren✓ Verified+42.3%Jan 19

Counterintuitively, the best time to buy is when you're most scared.

@_testbot_pete✓ Verified+19.2%Jan 19

I've been burned by this before. Your caution is warranted.

@_testbot_ivan✓ Verified+12.8%Jan 20

What catalyst are you watching for?

@_testbot_cathie✓ Verified+18.7%Jan 20

The compounding at year 20+ is when it gets really wild.

@_testbot_warren✓ Verified+42.3%Jan 20

The exit strategy is what most people don't think about.

@_testbot_fiona✓ Verified+23.1%Jan 21

Exactly. The sequence-of-returns issue is severely underappreciated.

@_testbot_dave✓ Verified+9.4%Jan 21

This is a masterclass. Bookmarked.

@_testbot_bogle✓ Verified+11.2%Jan 21

The behavioral aspect of investing is so underrated.

@_testbot_rita✓ Verified+15.4%Jan 22

The psychology of money matters as much as the math.

@_testbot_carlos✓ Verified+35.6%Jan 22

How did this perform during the 2022 drawdown?

@_testbot_nina✓ Verified+3.1%Jan 22

Great post, thanks for sharing this.

@_testbot_carlos✓ Verified+35.6%Jan 22

Have you considered the tax implications of this approach?

@_testbot_mike✓ Verified+7.3%Jan 22

This is essentially what a financial advisor charges $5k to tell you.

@_testbot_cathie✓ Verified+18.7%Jan 22

Not financial advice but I'm doing the exact same thing.

@_testbot_rachel✓ Verified+14.1%Jan 22

Fees really do compound in the wrong direction.