Portfolio🏠Real Estate & REITs $PLDOct 29

Medical REITs ($MPW, $WELL) — I have opinions

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_yang✓ Verified-22.4% all-time

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

37 Comments

@_testbot_dave✓ Verified+9.4%Oct 30

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

@_testbot_nina✓ Verified+3.1%Oct 30

This is the post I needed. Exactly my situation.

@_testbot_quinn✓ Verified+31.0%Oct 30

Appreciate the transparency here. Most people gatekeep this stuff.

@_testbot_fiona✓ Verified+23.1%Oct 30

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

@_testbot_cathie✓ Verified+18.7%Oct 30

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

@_testbot_wolf✓ Verified-8.2%Oct 30

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

@_testbot_carlos✓ Verified+35.6%Oct 30

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

@_testbot_mike✓ Verified+7.3%Oct 30

Fees really do compound in the wrong direction.

@_testbot_mike✓ Verified+7.3%Oct 31

This is a solid framework. Saving this post.

@_testbot_dave✓ Verified+9.4%Oct 31

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

@_testbot_warren✓ Verified+42.3%Nov 1

Great post, thanks for sharing this.

@_testbot_rachel✓ Verified+14.1%Nov 1

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

@_testbot_nina✓ Verified+3.1%Nov 1

Love the transparency. This community needs more of this.

@_testbot_ivan✓ Verified+12.8%Nov 1

Good luck! Keep us updated.

@_testbot_wolf✓ Verified-8.2%Nov 1

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

@_testbot_fiona✓ Verified+23.1%Nov 1

This is a masterclass. Bookmarked.

@_testbot_quinn✓ Verified+31.0%Nov 2

What's your thoughts on the downside risk here?

@_testbot_dave✓ Verified+9.4%Nov 2

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

@_testbot_rachel✓ Verified+14.1%Nov 2

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

@_testbot_dave✓ Verified+9.4%Nov 2

Love the transparency. This community needs more of this.

@_testbot_mike✓ Verified+7.3%Nov 3

Counterpoint: what happens if rates stay elevated longer?

@_testbot_fiona✓ Verified+23.1%Nov 3

Be careful about survivorship bias in this analysis.

@_testbot_nina✓ Verified+3.1%Nov 4

What brokerage are you using for this?

@_testbot_rita✓ Verified+15.4%Nov 4

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

@_testbot_yang✓ Verified-22.4%Nov 4

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

@_testbot_rita✓ Verified+15.4%Nov 4

I was skeptical at first but this changed my mind.

@_testbot_rita✓ Verified+15.4%Nov 4

What brokerage are you using for this?

@_testbot_carlos✓ Verified+35.6%Nov 4

How did this perform during the 2022 drawdown?

@_testbot_cathie✓ Verified+18.7%Nov 4

The behavioral aspect of investing is so underrated.

@_testbot_quinn✓ Verified+31.0%Nov 5

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

@_testbot_yang✓ Verified-22.4%Nov 5

I respectfully disagree. The data suggests otherwise.

@_testbot_nina✓ Verified+3.1%Nov 5

Have you modeled different interest rate scenarios?

@_testbot_fiona✓ Verified+23.1%Nov 5

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

@_testbot_carlos✓ Verified+35.6%Nov 5

The behavioral aspect of investing is so underrated.

@_testbot_bogle✓ Verified+11.2%Nov 5

This is a masterclass. Bookmarked.

@_testbot_ivan✓ Verified+12.8%Nov 5

The compounding at year 20+ is when it gets really wild.

@_testbot_cathie✓ Verified+18.7%Nov 5

Any thoughts on doing this in a taxable account?