My REIT portfolio breakdown and yield analysis
REIT thesis: real assets, contractual income, inflation linkage through lease escalators, and forced diversification. Rising rates hurt short-term but quality REITs grow through rate cycles.
65 Comments
Real talk: most people can't stick to this when it gets hard.
The international allocation debate never gets old.
The fee math always surprises people when you actually do it out.
The compounding at year 20+ is when it gets really wild.
This is a masterclass. Bookmarked.
What brokerage are you using for this?
How long have you been doing this? Impressive numbers.
Good luck! Keep us updated.
Exactly. The sequence-of-returns issue is severely underappreciated.
The fee math always surprises people when you actually do it out.
Appreciate you sharing the L's too. Most people only post wins.
The hardest part is just not touching it during a crash.
What brokerage are you using for this?
This is a solid framework. Saving this post.
The international allocation debate never gets old.
How did this perform during the 2022 drawdown?
The behavioral aspect of investing is so underrated.
Exactly. The sequence-of-returns issue is severely underappreciated.
Be careful about survivorship bias in this analysis.
I respectfully disagree. The data suggests otherwise.
Not financial advice but I'm doing the exact same thing.
What brokerage are you using for this?
The international allocation debate never gets old.
This is exactly what I needed to read today.
Not financial advice but I'm doing the exact same thing.
I've been burned by this before. Your caution is warranted.
This is why I come to this community. Real numbers, real analysis.
Appreciate the transparency here. Most people gatekeep this stuff.
How does this compare to just buying VTI and forgetting about it?
How did this perform during the 2022 drawdown?
How long have you been doing this? Impressive numbers.
Real talk: most people can't stick to this when it gets hard.
How does this compare to just buying VTI and forgetting about it?
Appreciate you sharing the L's too. Most people only post wins.
Interesting perspective. I see it differently — happy to elaborate.
Counterintuitively, the best time to buy is when you're most scared.
How does this compare to just buying VTI and forgetting about it?
What's your target withdrawal rate in retirement?
This is why I come to this community. Real numbers, real analysis.
Mind sharing your full allocation?
What's your target withdrawal rate in retirement?
This is the way.
This is essentially what a financial advisor charges $5k to tell you.
The exit strategy is what most people don't think about.
Any thoughts on doing this in a taxable account?
Have you stress tested this against a 40% drawdown?
Real talk: most people can't stick to this when it gets hard.
The psychology of money matters as much as the math.
Been saying this for years. Nice to see it laid out clearly.
Interesting perspective. I see it differently — happy to elaborate.
FIRE community is the most underrated corner of personal finance.
This is either genius or the most expensive lesson of your life.
How does this compare to just buying VTI and forgetting about it?
This is why I come to this community. Real numbers, real analysis.
Real talk: most people can't stick to this when it gets hard.
I respectfully disagree. The data suggests otherwise.
I ran the same numbers. You're on the right track.
The international allocation debate never gets old.
Good luck! Keep us updated.
What brokerage are you using for this?
This is either genius or the most expensive lesson of your life.
Real talk: most people can't stick to this when it gets hard.
Exactly. The sequence-of-returns issue is severely underappreciated.
The hardest part is just not touching it during a crash.
Have you considered the tax implications of this approach?
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