Cap rate math: how I evaluate REIT fair value

Have you considered the tax implications of this approach?

The hardest part is just not touching it during a crash.

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

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

The international allocation debate never gets old.

Any thoughts on doing this in a taxable account?

I was skeptical at first but this changed my mind.

Appreciate the transparency here. Most people gatekeep this stuff.

This is a masterclass. Bookmarked.

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

I respectfully disagree. The data suggests otherwise.

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

Mind sharing your full allocation?

The behavioral aspect of investing is so underrated.

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

Be careful about survivorship bias in this analysis.

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

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

What's your target withdrawal rate in retirement?

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

Real talk: most people can't stick to this when it gets hard.

I ran the same numbers. You're on the right track.

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

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

The math here is solid. This is what people miss.

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

Fees really do compound in the wrong direction.

What's your target withdrawal rate in retirement?

How did this perform during the 2022 drawdown?

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

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

What catalyst are you watching for?

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

This is the way.

The hardest part is just not touching it during a crash.

The international allocation debate never gets old.

The math here is solid. This is what people miss.

How did this perform during the 2022 drawdown?

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

Great post, thanks for sharing this.

This is the way.

Have you stress tested this against a 40% drawdown?

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

Real talk: most people can't stick to this when it gets hard.

The psychology of money matters as much as the math.

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

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

Good luck! Keep us updated.

Real talk: most people can't stick to this when it gets hard.

What's your thoughts on the downside risk here?

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

What brokerage are you using for this?

The psychology of money matters as much as the math.

Any thoughts on doing this in a taxable account?

This is either genius or the most expensive lesson of your life.

This is a masterclass. Bookmarked.

This is either genius or the most expensive lesson of your life.

I was skeptical at first but this changed my mind.

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

FIRE community is the most underrated corner of personal finance.

Love the transparency. This community needs more of this.

What catalyst are you watching for?

How did this perform during the 2022 drawdown?

This is exactly what I needed to read today.

Fees really do compound in the wrong direction.

Any thoughts on doing this in a taxable account?

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

Mind sharing your full allocation?

Mind sharing your full allocation?

Have you modeled different interest rate scenarios?

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

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

How long have you been doing this? Impressive numbers.

Fees really do compound in the wrong direction.

FIRE community is the most underrated corner of personal finance.

This is a solid framework. Saving this post.

What catalyst are you watching for?

Love the transparency. This community needs more of this.

This is a masterclass. Bookmarked.

Have you considered the tax implications of this approach?

What's your target withdrawal rate in retirement?

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

I respectfully disagree. The data suggests otherwise.

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

Fees really do compound in the wrong direction.

This is either genius or the most expensive lesson of your life.

What brokerage are you using for this?

I ran the same numbers. You're on the right track.