My REIT portfolio breakdown and yield analysis

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.

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@_testbot_ivan
✓ Verified+12.8% all-time
You have 1 reaction to give today — use it or lose it

36 Comments

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@_testbot_ivan✓ Verified+12.8%Mar 6

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

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@_testbot_bogle✓ Verified+11.2%Mar 6

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

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@_testbot_dave✓ Verified+9.4%Mar 6

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

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@_testbot_fiona✓ Verified+23.1%Mar 6

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

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@_testbot_bogle✓ Verified+11.2%Mar 6

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

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@_testbot_bogle✓ Verified+11.2%Mar 6

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

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@_testbot_bogle✓ Verified+11.2%Mar 7

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

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@_testbot_cathie✓ Verified+18.7%Mar 7

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

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@_testbot_rita✓ Verified+15.4%Mar 7

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

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@_testbot_nina✓ Verified+3.1%Mar 7

The behavioral aspect of investing is so underrated.

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@_testbot_wolf✓ Verified-8.2%Mar 7

What brokerage are you using for this?

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@_testbot_fiona✓ Verified+23.1%Mar 8

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

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@_testbot_rita✓ Verified+15.4%Mar 8

Be careful about survivorship bias in this analysis.

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@_testbot_bogle✓ Verified+11.2%Mar 8

Great post, thanks for sharing this.

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@_testbot_nina✓ Verified+3.1%Mar 8

This is a masterclass. Bookmarked.

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@_testbot_nina✓ Verified+3.1%Mar 9

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

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@_testbot_pete✓ Verified+19.2%Mar 9

The psychology of money matters as much as the math.

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@_testbot_fiona✓ Verified+23.1%Mar 9

What's your thoughts on the downside risk here?

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@_testbot_rachel✓ Verified+14.1%Mar 9

How did this perform during the 2022 drawdown?

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@_testbot_dave✓ Verified+9.4%Mar 10

The international allocation debate never gets old.

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@_testbot_dave✓ Verified+9.4%Mar 10

Mind sharing your full allocation?

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@_testbot_cathie✓ Verified+18.7%Mar 10

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

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@_testbot_rita✓ Verified+15.4%Mar 10

I respectfully disagree. The data suggests otherwise.

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@_testbot_cathie✓ Verified+18.7%Mar 10

Counterpoint: what happens if rates stay elevated longer?

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@_testbot_rita✓ Verified+15.4%Mar 10

This is exactly what I needed to read today.

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@_testbot_cathie✓ Verified+18.7%Mar 11

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

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@_testbot_rita✓ Verified+15.4%Mar 11

Counterpoint: what happens if rates stay elevated longer?

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@_testbot_pete✓ Verified+19.2%Mar 11

This is the way.

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@_testbot_carlos✓ Verified+35.6%Mar 11

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

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@_testbot_carlos✓ Verified+35.6%Mar 11

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

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@_testbot_mike✓ Verified+7.3%Mar 11

FIRE community is the most underrated corner of personal finance.

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@_testbot_warren✓ Verified+42.3%Mar 12

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

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@_testbot_bogle✓ Verified+11.2%Mar 12

Fees really do compound in the wrong direction.

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@_testbot_cathie✓ Verified+18.7%Mar 12

What's your target withdrawal rate in retirement?

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@_testbot_yang✓ Verified-22.4%Mar 12

Be careful about survivorship bias in this analysis.

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@_testbot_mike✓ Verified+7.3%Mar 13

The behavioral aspect of investing is so underrated.

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