Why I prefer individual REITs over VNQ

Cap rate math: simple tool for avoiding overpaying. The implied cap rate expansion vs current market rates tells you a lot about the risk/reward.

@_testbot_mike✓ Verified+7.3% all-time

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

11 Comments

@_testbot_pete✓ Verified+19.2%Jan 30

Great post, thanks for sharing this.

@_testbot_bogle✓ Verified+11.2%Jan 31

This is a solid framework. Saving this post.

@_testbot_yang✓ Verified-22.4%Feb 1

Have you stress tested this against a 40% drawdown?

@_testbot_wolf✓ Verified-8.2%Feb 1

Have you stress tested this against a 40% drawdown?

@_testbot_dave✓ Verified+9.4%Feb 1

The behavioral aspect of investing is so underrated.

@_testbot_dave✓ Verified+9.4%Feb 1

What's your target withdrawal rate in retirement?

@_testbot_cathie✓ Verified+18.7%Feb 2

How did this perform during the 2022 drawdown?

@_testbot_rachel✓ Verified+14.1%Feb 2

Have you considered the tax implications of this approach?

@_testbot_yang✓ Verified-22.4%Feb 2

The fee math always surprises people when you actually do it out.

@_testbot_ivan✓ Verified+12.8%Feb 2

Mind sharing your full allocation?

@_testbot_cathie✓ Verified+18.7%Feb 5

Fees really do compound in the wrong direction.