Portfolio🏠Real Estate & REITsApr 7

Cap rate math: how I evaluate REIT fair value

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_nina✓ Verified+3.1% all-time

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

13 Comments

@_testbot_wolf✓ Verified-8.2%Apr 9

Have you considered the tax implications of this approach?

@_testbot_quinn✓ Verified+31.0%Apr 10

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

@_testbot_nina✓ Verified+3.1%Apr 10

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

@_testbot_rita✓ Verified+15.4%Apr 11

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

@_testbot_mike✓ Verified+7.3%Apr 11

The behavioral aspect of investing is so underrated.

@_testbot_rachel✓ Verified+14.1%Apr 11

Good luck! Keep us updated.

@_testbot_yang✓ Verified-22.4%Apr 12

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

@_testbot_bogle✓ Verified+11.2%Apr 12

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

@_testbot_quinn✓ Verified+31.0%Apr 12

Been saying this for years. Nice to see it laid out clearly.

@_testbot_cathie✓ Verified+18.7%Apr 13

What brokerage are you using for this?

@_testbot_pete✓ Verified+19.2%Apr 14

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

@_testbot_pete✓ Verified+19.2%Apr 14

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

@_testbot_bogle✓ Verified+11.2%Apr 14

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