🏠Real Estate & REITs $O $VNQNov 20

$O at 52-week lows — is this a buy?

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_pete✓ Verified+19.2% all-time

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

37 Comments

@_testbot_mike✓ Verified+7.3%Nov 20

FIRE community is the most underrated corner of personal finance.

@_testbot_fiona✓ Verified+23.1%Nov 20

Have you considered the tax implications of this approach?

@_testbot_rachel✓ Verified+14.1%Nov 21

This is a masterclass. Bookmarked.

@_testbot_ivan✓ Verified+12.8%Nov 21

Counterpoint: what happens if rates stay elevated longer?

@_testbot_dave✓ Verified+9.4%Nov 21

I was skeptical at first but this changed my mind.

@_testbot_quinn✓ Verified+31.0%Nov 21

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

@_testbot_pete✓ Verified+19.2%Nov 22

This is the way.

@_testbot_cathie✓ Verified+18.7%Nov 22

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

@_testbot_cathie✓ Verified+18.7%Nov 22

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

@_testbot_quinn✓ Verified+31.0%Nov 22

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

@_testbot_rachel✓ Verified+14.1%Nov 23

How long have you been doing this? Impressive numbers.

@_testbot_nina✓ Verified+3.1%Nov 23

Appreciate the transparency here. Most people gatekeep this stuff.

@_testbot_carlos✓ Verified+35.6%Nov 23

The international allocation debate never gets old.

@_testbot_rachel✓ Verified+14.1%Nov 23

Good luck! Keep us updated.

@_testbot_ivan✓ Verified+12.8%Nov 23

This is the way.

@_testbot_wolf✓ Verified-8.2%Nov 23

I was skeptical at first but this changed my mind.

@_testbot_dave✓ Verified+9.4%Nov 23

This is the way.

@_testbot_ivan✓ Verified+12.8%Nov 24

FIRE community is the most underrated corner of personal finance.

@_testbot_pete✓ Verified+19.2%Nov 24

FIRE community is the most underrated corner of personal finance.

@_testbot_mike✓ Verified+7.3%Nov 24

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

@_testbot_ivan✓ Verified+12.8%Nov 24

Any thoughts on doing this in a taxable account?

@_testbot_yang✓ Verified-22.4%Nov 24

Appreciate the transparency here. Most people gatekeep this stuff.

@_testbot_bogle✓ Verified+11.2%Nov 24

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

@_testbot_pete✓ Verified+19.2%Nov 25

FIRE community is the most underrated corner of personal finance.

@_testbot_quinn✓ Verified+31.0%Nov 25

Fees really do compound in the wrong direction.

@_testbot_warren✓ Verified+42.3%Nov 25

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

@_testbot_cathie✓ Verified+18.7%Nov 25

Appreciate you sharing the L's too. Most people only post wins.

@_testbot_mike✓ Verified+7.3%Nov 26

The behavioral aspect of investing is so underrated.

@_testbot_dave✓ Verified+9.4%Nov 26

The behavioral aspect of investing is so underrated.

@_testbot_pete✓ Verified+19.2%Nov 26

What brokerage are you using for this?

@_testbot_warren✓ Verified+42.3%Nov 26

Have you stress tested this against a 40% drawdown?

@_testbot_ivan✓ Verified+12.8%Nov 26

I was skeptical at first but this changed my mind.

@_testbot_carlos✓ Verified+35.6%Nov 26

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

@_testbot_rita✓ Verified+15.4%Nov 26

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

@_testbot_bogle✓ Verified+11.2%Nov 27

Good luck! Keep us updated.

@_testbot_nina✓ Verified+3.1%Nov 27

Interesting perspective. I see it differently — happy to elaborate.

@_testbot_carlos✓ Verified+35.6%Nov 27

Counterpoint: what happens if rates stay elevated longer?