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How Do REITs Work?
 
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REITs, or real estate investment trusts, were created by Congress in 1960 to give all individuals the opportunity to benefit from investing in income-producing real estate. REITs allow anyone to own or finance properties the same way they invest in other industries, through the purchase of stock. In the same way shareholders benefit by owning stocks in other corporations, the stockholders of a REIT earn a share of the income produced through real estate investment, without actually having to go out and buy or finance property. This video provides some insight into what REITs are and how they work. The REIT industry has a diverse profile, which offers many benefits. REITs often are classified in one of two categories: Equity REITs or Mortgage REITs. Equity REITs own a wide range of property types including offices, shopping centers, hotels, apartments and much more. Equity REITs derive most of their revenue from rent on those properties. Mortgage REITs may finance both residential and commercial properties. Mortgage REITs get most of their revenue from interest earned on their investments in mortgages or mortgage backed securities. In addition, REITs may be publicly registered with the SEC and have their shares listed and traded on major stock exchanges, or they may be publicly registered with the SEC but not have their shares listed or traded on major stock exchanges, or they may be private companies (not registered with the SEC and not having their shares listed or traded on a stock exchange. Regardless of the type, REITs operate under a specific set of rules established by Congress. A REIT is an entity that: • is modeled after mutual funds • is treated by the Internal Revenue Code as a corporation • must be widely held by shareholders • must primarily own or finance real estate, and • must own its real estate with a longterm investment horizon. The IRS implements the REIT rules and oversees what qualifies as a REIT. The Internal Revenue Code requires a REIT to adhere to the following essential rules: at least 75 percent of the corporation's income must be earned from real estate as rent, real estate interest or from the sales of real estate assets; at least 75 percent of the corporation's assets must be real estate assets; and, at least 95 percent of income must be passive. REITs are required to distribute at least 90 percent of taxable income annually to shareholders as taxable dividends. In other words, a REIT cannot retain its earnings. Like a mutual fund, a REIT receives a dividends-paid deduction so no tax is paid at the entity level if 100 percent of income is distributed. REIT shareholders pay taxes on dividends at ordinary rates versus the lower qualified rate. Over time, REITs and the rules and regulations that govern them have evolved to meet the changing needs of the real estate industry and the broader economy. But throughout that process, REITs have remained true to the mission laid out by Congress in 1960: to make the benefits of income-producing real estate accessible to anyone and everyone. And that's still how they work today. By Mitch Irzinski
Views: 1004381 Nareit1
Billionaire Jonathan Gray: Building The World's Largest Real Estate Investment Fund
 
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An interview and Q&A with billionaire and head of Blackstone Real Estate, Jonathon Gray. In this interview Jon discusses how he views Real estate investments and the investment philosophy of the group. Later Jon discuses recent real estate deals and the thinking behind them. Finally Jon takes questions from students on a wide array of real estate related topics. Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Video Segments: 0:00 Introduction 3:32 The grand scale of Blackstone/ All areas you are involved in 7:03 Growth through listening to investors 9:48 What did you learn from US real estate investments that you are applying to Spain? 11:44 Lessons from US financing markets 13:52 How did you manage the business in the recession? 21:12 3 Bryant Park deal 23:12 IndCor deal 25:49 Willis tower deal 28:33 GE Capital Real Estate Assets deal 33:00 The culture of Blackstone and why it works 37:03 Empowering young people in the firm 40:05 From university to Blackstone 44:14 Has a major in english aided your career? 45:13 Start of Q&A 45:30 How did you come up with the means to do bigger business? 47:19 Do you see opportunities in natural resources? 49:28 Are asset heavy companies losing control? 51:10 Views on Volcker rule? 53:51 How do you make capital allocation decisions? 55:19 What allowed you to profit of residential homes after they declined? 57:07 How does foreign money affect real estate? 59:01 View on Irish real estate? 1:01:40 How would land value tax effect Blackstone? 1:03:40 How do see the impact of the core-plus funds on other parts of the business? Interview Date: 23rd April, 2015 Event: Georgetown University McDonough School of Business Original Image Source:http://bit.ly/JGrayPic Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
Views: 25204 Investors Archive
Forming an LLC for Real Estate Investing
 
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In this video, real estate asset protection attorney Clint Coons covers the basics when it comes to setting up a limited liability company for real estate investing. Discover where your LLC should be established, which form to choose, and some tax considerations. If you would like a FREE 30-minute consultation. you can request one here: https://andersonadvisors.com/30minuteconsult/
Views: 28030 Clint Coons
Vanguard REIT ETF
 
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VIDEO FINANCIAL REPORTING Why Invest in is the first financial video platform where you can easily search through thousands of videos describing global securities. About The Video: We believe that complex financial data could become more approachable using friendly motion-graphic representation combined with an accurate selection of financial data. To guarantee the most effective information prospective we drew inspiration from Benjamin Graham’s book: “The Intelligent Investor”, a pillar of financial philosophy. For this project any kind of suggestion or critic will be helpful in order to develop and provide the best service as we can. Please visit our site www.whyinvestin.com and leave a massage to us. Thank you and hope you'll enjoy. IMPORTANT INFORMATION - DISCLAIMER THIS VIDEO IS FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE RELIED UPON AS INVESTMENT ADVICE. This video has been prepared by Whyinvestin (together with its affiliates, “Whyinvestin”) and is not intended to be taken by, and should not be taken by, any individual recipient as investment advice, a recommendation to buy, hold or sell any security, or an offer to sell or a solicitation of offers to purchase any security. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The performance of the companies discussed on this video is not necessarily indicative of the future performances. Investors should consider the content of this video in conjunction with investment reports, financial statements and other disclosures regarding the valuations and performance of the specific companies discussed herein. DO NOT RELY ON ANY OPINIONS, PREDICTIONS OR FORWARD-LOOKING STATEMENTS CONTAINED HEREIN. Certain of the information contained in this video constitutes “forward-looking statements” that are inherently unreliable and actual events or results may differ materially from those reflected or contemplated herein. None of Whyinvestin or any of its representatives makes any assurance as to the accuracy of those predictions or forward-looking statements. Whyinvestin expressly disclaims any obligation or undertaking to update or revise any such forward-looking statements. EXTERNAL SOURCES. Certain information contained herein has been obtained from third-party sources. Although Whyinvestin believes such sources to be reliable, we make no representation as to its accuracy or completeness. FINANCIAL DATA. Historical and fundamental data, ratios, exchange rate, prices and estimates are provided by Xignite,www.xignite.com. Data are sourced by Morningstar research. Whyinvestin does not verify any data and disclaims any obligation to do so. Whyinvestin, its data or content providers, the financial exchanges and each of their affiliates and business partners (A) expressly disclaim the accuracy, adequacy, or completeness of any data and (B) shall not be liable for any errors, omissions or other defects in, delays or interruptions in such data, or for any actions taken in reliance thereon. Neither Whyinvestin nor any of our information providers will be liable for any damages relating to your use of the information provided herein. Please consult your broker or financial representative to verify pricing before executing any trade. Whyinvestin cannot guarantee the accuracy of the exchange rates used in the videos. You should confirm current rates before making any transactions that could be affected by changes in the exchange rates. You agree not to copy, modify, reformat, download, store, reproduce, reprocess, transmit or redistribute any data or information found herein or use any such data or information in a commercial enterprise without obtaining prior written consent. Please consult your broker or financial representative to verify pricing before executing any trade. COPYRIGHT “FAIR USE” Whyinvestin doesn’t own any logo different from the whyinvestin’ s logo contained in the video. The owner of the logos is the subject of the video itself (the company); and all the logos are not authorized by, sponsored by, or associated with the trademark owner . Whyinvestin uses exclusive rights held by the copyright owner for Educational purposes and for commentary and criticism as part of a news report or published article. If you are a company, subject of the video and for any reason want to get in contact with Whyinvestin please email: [email protected]
Views: 1720 Why Invest In
Wanna start a Real Estate Investment Company? Business Ideas for You...
 
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Starting real estate investment company - RedFlagDeals.com Forums forums.redflagdeals.com/starting-real-estate-investment-comp... - Canada 9 posts - 5 authors - Jul 24, 2009 ... are interested in starting a real estate investment company to hold. ... 5/ There aren't many decent deals in Canada right now compared to the ... Canada Real Estate Investment Club www.canreig.com/ Canadian Real Estate Investment Group (CANREIG) is Canadian based company working with both residential and commercial real estate based investments. how to start real estate company - Profitable Investment profitableinvestment.info/how-to-start-real-estate-investing-and-hit-th... Jan 28, 2011 -- How to Start Real Estate Investing and hit the ground running ... foremost, you must understand that investing in real estate is a business and ... R.E.I.N. - Canada Real Estate Investment Strategies & Tips www.reincanada.com/ ... A Secure Financial Future, Dreams To Reality, One REal Estate Investor At A ... City Condo-monium Turning Into Pandemonium? http://t.co/y3txk8zy Emotion ... Suggested sequence for starting a real estate investment program ... www.johntreed.com/beginner.html Because real estate "investment" is really a small business, not a pure ... If you plan to invest in rental property, I suggest that you start by getting a job as a ... Real estate investment trust - Wikipedia, the free encyclopedia en.wikipedia.org/wiki/Real_estate_investment_trust The REIT structure was designed to provide a real estate investment structure similar to the ... 2.1 Australia; 2.2 Brazil; 2.3 Bulgaria; 2.4 Canada; 2.5 Finland; 2.6 France ... REITs will have to be established as a public listed company (julkinen ..... at the Open Directory Project · EPRA - European Public Real Estate Association ... Canada's Most Trusted Source of Unbiased Real Estate Investing ... www.realestateinvestingincanada.com/ - Canada Real Estate Investing In Canada offers Coaching and Education Training For Real Estate Investors in Canada. Know where, when and how to invest in real ... Real estate investment plan in Ontario, Canada. real-ontario.com/ Information for real estate investors and investments in Ontario, Canada. ... then putting your money into a real estate investment company is the perfect choice. Open Directory - Business: Investing: Real Estate: Real Estate ... www.dmoz.org/Business/Investing/Real_Estate/Real_Estate_Investme... 60+ items -- Open Directory - Business: Investing: Real Estate: Real Estate ... ALESCO Financial Trust - A real estate investment trust (REIT) that primarily ... Archstone - Owners, operators, developers and acquirers of apartments in ... how to start a real estate investment company? www.merchantcircle.com/.../how-to-start-a-real-estate-investment-co... How to start a real estate investment companies is very good question and according to me one should have the great desire and full confidence before setting ...
Views: 15399 getothesumitt
Getting Started with Passive Real Estate Investing
 
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https://www.BiggerPockets.com/webinar - Are you looking to build passive income through real estate? Then don't miss a moment of this in-depth video where Brandon, co-host of the BiggerPockets Podcast and author of "The Book on Rental Property Investing" walks you through all the steps you need to begin building your passive real estate portfolio. Topics covered include: - Why Real Estate Investing? - The Four Wealth Generators of Real Estate - My Three Favorite Real Estate Investing Strategies - Mistakes I've made in my real estate investing - Tips and Tricks for minimizing your time (make it more passive!) If you enjoy this video, be sure to give us a "Thumbs Up" and also sign up for the next LIVE webinar on BiggerPockets. Sign up at www.BiggerPockets.com/webinar.
Views: 338073 BiggerPockets
The Benefits of Equity Reits
 
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Equity REITs are real estate companies that acquire commercial properties – such as office buildings, shopping centers and apartment buildings – and lease the space in the structures to tenants, who pay rent.
Views: 68969 Nareit1
REIT Dividend-Paying Companies Panel
 
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Most experts agree that real estate should be part of every investor's diversified portfolio. But, few of us can ever invest on the same scale as legendary real estate investors Donald Trump or Sam Zell. And let's face it, most of us don't want the headaches that come with being a landlord either. Enter, real estate investment trusts (REITs), which solve these pesky issues, plus provide a whole lot more benefits. Join this panel of executives from some of the top-performing REITs in the sector and hear why it makes good financial sense to incorporate them into your portfolio.
Views: 657 MoneyShow
How To Invest $25 Per Month With No Fees (Investing In Stocks For Dividends)
 
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When you buy stock directly from a company (through a transfer agent such as Computershare), you have the opportunity to purchase stock with no fees. Especially when you are investing lower amounts (such as $25 each month) and averaging in over time, it's possible to minimize or even eliminate fees. Learn how it is possible for smaller dividend growth investors to average into dividend stock ownership with zero fees. While it's more difficult to minimize or eliminate fees than 5 or 10 years ago, it still is possible. You just need to know the right places to look. Learn about DRIPs (Dividend Reinvestment Plans), transfer agents, averaging in, and the philosophy behind small, incremental investments in dividend-paying companies. Learn how even the smallest investors can get ahead buying stock directly. Disclosure: I used to own Exxon Mobil (Ticker: XOM) but sold my position. I do not own Abbvie (Ticker: ABBV) but might initiative a position at some point. Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Please talk to your licensed investment advisor before making any financial decisions.
Views: 6898 ppcian
My Fundrise Investment - 1 Year Later (2018 Update)
 
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See the full blog post at: https://retipster.com/fundrise2018update See the original Fundrise review here: https://youtu.be/BX-vYm__bzU Check out Fundrise through our affiliate link: https://retipster.com/fundrise Almost exactly one year ago to the day, I put together a blog post and video to review a real estate crowdfunding website called Fundrise and to explain how it works. As part of my review, I gave a quick tour of the site and actually invested $1,000 of my own money - just to help explain what the process looked like. You can see the original video here. One of the most common questions I heard from people after posting this video was, - What have your earnings been to date? - How has your account performed? - How much money have you made since investing? It's a pretty valid question I suppose - I probably should have anticipated them. Of course, the performance of my investment doesn't necessarily dictate what anyone else's returns will look like (because every REIT performs differently) - it does offer some insights on how Fundrise performs as a company - specifically in comparison with other investment options, like the stock market, mutual funds, or even a conventional real estate investment. So - for what it's worth, I put together a video review showing what my returns have been over the past 12 months. If you want to check it out, you can see it above. As you can see - my original $1,000 investment (with all dividends automatically reinvested) have earned a pretty steady 8% over the past year. It's not a staggeringly high return of course. I could do MUCH better with this money if I went through all the work required to invest in a piece of land or a rental property... but on the same coin, those things take real work. An 8% return with Fundrise requires virtually nothing, aside from the 5 minutes I spend deciding which eREIT to invest in, and the inherent risk that the returns don't pan out according to plan. It's also worth noting - with Fundrise, my $1,000 principal is basically tied up for 5 years (give or take), and I can't get that money back in the meantime. I also don't have any control over which properties are included in the eREIT fund, what is done with them, or when they're sold off... so I really am putting a lot of trust in the folks at Fundrise to manage my money with prudence. In this particular instance, it seems as though things have gone smoothly. 8% certainly isn't the highest return one can get through real estate crowdfunding, but considering how easy it was to make this money, I'm not at all dissatisfied with the result. Disclaimer: The information contained herein neither constitutes an offer for nor a solicitation of interest in any securities offering; however, if an indication of interest is provided, it may be withdrawn or revoked, without obligation or commitment of any kind prior to being accepted following the qualification or effectiveness of the applicable offering document, and any offer, solicitation or sale of any securities will be made only by means of an offering circular, private placement memorandum, or prospectus. No money or other consideration is hereby being solicited, and will not be accepted without such potential investor having been provided the applicable offering document. Joining the Fundrise Platform neither constitutes an indication of interest in any offering nor involves any obligation or commitment of any kind. The publicly filed offering circulars of the issuers sponsored by Rise Companies Corp., not all of which may be currently qualified by the Securities and Exchange Commission, may be found at www.fundrise.com/oc.
Views: 45825 REtipster
REIT Valuation: Crash Course
 
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In this tutorial, you’ll learn how REITs operate, how to create simple 3-statement projection models for them, how to extend the projections into a DCF analysis, and how to complete a Net Asset Value (NAV) model and use Public Comps to value a REIT. https://breakingintowallstreet.com/ "Financial Modeling Training And Career Resources For Aspiring Investment Bankers" Table of Contents: 2:14 Part #1: Basic Characteristics of REITs and U.S. GAAP vs. IFRS 6:17 Part #2: Simple Projection Model for a REIT 12:00 Part #3: Extension of the Projection Model into a DCF for a REIT 16:03 Part #4: Net Asset Value (NAV) for REITs and Public Comps 19:40 Recap and Summary Resources: https://youtube-breakingintowallstreet-com.s3.amazonaws.com/REIT-Valuation-Slides.pdf https://youtube-breakingintowallstreet-com.s3.amazonaws.com/REIT-Valuation-Example.xlsx Lesson Outline: To value REITs simply and effectively, you must understand how they operate, their special requirements, and the differences between U.S. GAAP-based and IFRS-based REITs. REITs buy, sell, develop, and operate properties or other real estate assets. They must distribute a high percentage of Net Income in the form of Dividends (90% in the U.S.), and high percentages of their revenue and assets must come from real estate. In exchange, they pay no corporate income taxes (or greatly reduced corporate taxes). REITs are always maintaining, acquiring, developing, renovating, and selling properties, and since they distribute so much Cash, they constantly need to raise Debt and Equity to operate. The Gains and Losses on property sales make Net Income fluctuate, so you look at alternative metrics, such as Funds from Operations (FFO) or EPRA Earnings, when analyzing REITs. Funds from Operations (FFO) = Net Income + RE Depreciation & Amortization + Losses / (Gains) + Impairments. Under U.S. GAAP, REITs depreciate properties and record a huge Depreciation expense on the IS; under IFRS, they revalue properties constantly and record huge Fair Value Gains and Losses instead. Also as a result of that, Book Value is important and meaningful for IFRS-based REITs but must be adjusted significantly for U.S.-based REITs. To project a REIT’s statements, you start by projecting its “same-store” (existing) properties by assuming rental growth and margins. Then, assume acquisition, development/redevelopment spending, a yield on spending, and margins there, and assume something for dispositions and the lost revenue and operating income. Add up all the property-level revenue and expenses, and then project corporate items such as Depreciation, Maintenance CapEx, and SG&A with traditional percentage approaches. Make Dividends a % of FFO, AFFO, or EPRA Earnings, and assume Debt and Equity issued based on the REIT’s Cash before financing vs. its minimum Cash balance. To value a REIT with a DCF, extend these projections, factor in all CapEx and Asset Sales, as well as Stock Issued, and project revenue, margins, D&A, CapEx, and Asset Sales through a 10-year period. Calculate and discount Terminal Value the normal way, discount and sum up the Free Cash Flows, back into the Implied Equity Value and divide by the share count (current + future shares to be issued) to get the Implied Share Price. The DDM is similar, but you use Cost of Equity instead of WACC, Equity Value-based multiples for the Terminal Value, and you discount and sum up Dividends rather than Unlevered FCF. To calculate NAV for U.S.-based REITs, project the 12-month forward Net Operating Income from properties, divide it by an appropriate Cap Rate or Yield (based on similar transactions or companies in the market), and then take the market value of the other assets and add them up. Then, adjust the Liabilities, and subtract them from the market value of Assets to determine Net Asset Value; divide by the share count to get NAV per Share and compare it to the Current Share Price. Public Comps are similar, but the screening criteria are usually Real Estate Assets, Geography, and Sub-Industry. You can use traditional metrics and multiples like EBITDA and EV / EBITDA, but you’ll also use alternative ones such as FFO, P / FFO, NAV, and P / NAV, and, for IFRS-based REITs, Book Value and P / BV. To find the data, you can use “Related Companies” on Google Finance, get the assumed growth rates for the projections from sources like Yahoo Finance, and go from there.
Fundrise Review: Is this really the easiest way to invest in real estate?
 
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Check out Fundrise at: http://retipster.com/fundrise (affiliate link) See the full blog post at: http://retipster.com/fundrisereview 2018 UPDATE: https://youtu.be/blz--ECH8mc One of the hardest things about being a conventional "real estate investor" is that it takes a lot of work. Like any business endeavor, there are a lot of moving pieces to keep track of - and if you want to deal flow to continue and the dollars to continue coming in the door, the work never really ends. Aside from the whole "hard work" aspect of the business, there's also a lot of knowledge and skill required to make a real estate investing business work. You need to find deals, analyze the deals, manage your money appropriately and even then... there's still no guarantee of success. To most of the people reading this blog - these aren't foreign concepts. We all get into this game with the expectation of challenges and obstacles that we'll inevitably have to overcome, but some people are looking for a faster, cleaner, less-complicated path to investing their dollars in real estate. The good news is - it is possible for the average joe to jump into real estate investing very quickly, WITHOUT a huge pre-existing net worth, and without all the headaches that come with running a full-blown business operation. This is possible with an online real estate crowdfunding platform called Fundrise. Fundrise is a real estate investment platform that facilitates transactions from individuals, allowing the public to invest in private real estate projects with initial investments through an online investment platform. It has been labeled as the first company to successfully crowdfund investment into the real estate market. When I learned the basics of what Fundrise was all about and how their process differes from some of the other real estate crowdfunding platforms on the market today, I decided to give it a shot and invest some of my own money to see how the process worked. It was one of the easiest things I've ever done, no joke. If you've got $1K or more that you're looking to invest in something other than the stock market or a boring mutual fund, this could be the kind of diversification strategy you're looking for. In the video below, I'll show you how easy it is to get started! Disclaimer: The information contained herein neither constitutes an offer for nor a solicitation of interest in any securities offering; however, if an indication of interest is provided, it may be withdrawn or revoked, without obligation or commitment of any kind prior to being accepted following the qualification or effectiveness of the applicable offering document, and any offer, solicitation or sale of any securities will be made only by means of an offering circular, private placement memorandum, or prospectus. No money or other consideration is hereby being solicited, and will not be accepted without such potential investor having been provided the applicable offering document. Joining the Fundrise Platform neither constitutes an indication of interest in any offering nor involves any obligation or commitment of any kind. The publicly filed offering circulars of the issuers sponsored by Rise Companies Corp., not all of which may be currently qualified by the Securities and Exchange Commission, may be found at www.fundrise.com/oc. #fundrise #crowdfunding #realestate #realestateinvesting #reit #commercialrealestate #investing #retipster
Views: 26689 REtipster
Why Invest In a Nontraded REIT or Nontraded BDC?
 
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Kevin Finkel – Resource Real Estate – Executive Vice President Michael Reisner – CION Investment Corporation – Co-CEO Mike McDaniel – SC Distributors – Chief Sales Officer Steven Shackelford – Corporate Capital Trust – President and CFO
Views: 204 Blue Vault Partners
7 BEST ETFs TO BUY FOR 2018 & BEYOND
 
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In this video I discuss the best ETFs for 2018! Below is a description of the 7 ETFs. Please leave any questions or comments down below! Please "like" and "subscribe" if you are interest in future content. The first ETF I am going to recommend is the Vanguard S&P 500 ETF. The ticker for this ETF is VOO. As the name implies, this ETF tracks the S&P 500 and it has a very low expense ratio at 0.04%. This ETF has had an annualized return of over 15% since its inception in 2010. VOO currently has an annual dividend of 1.87%. This is a great ETF to get started with if you new to investing. The next ETF I recommend is the Vanguard Total Stock Market ETF. The Ticker for this ETF is VTI. Now this ETF is meant to track the entire U.S. stock market. As a result, while VOO tracks the 500 largest U.S. companies by market capitalization, VTI has more exposure to mid and small cap stocks. As a result, I suggest holding this ETF so that your overall portfolio has exposure to small and mid cap stocks as these often have great growth potential. This ETF also has a very low expense ratio at 0.04% and currently has an annual dividend of 1.75%. Another ETF I recommend is the Vanguard Total World Fund. The ticker for this ETF is VT. While VOO and VTI are great U.S. focused ETFs, the Vanguard total world fund will give you exposure to the international market as well which is beneficial when creating a diversified portfolio. This ETF has a low expense ratio at 0.11% and probably one of the best options you can hold if you only plan on having a few individual ETFs. This ETF also has a dividend of approximately 2%. The next ETF is my absolute favorite and it is the Vanguard High Yield Dividend Fund. The ticker is VYM. This ETF yields 2.72% and has an expense ratio of only 0.08%. Unlike many dividend ETFs, this ETF is extremely diversified with no more than approximately 15% in any one sector. Often times, sectors such as telecom and energy provide high dividend yields and many dividend ETFs are over concentrated in these industries. VYM is instead spread across multiple industries with technology actually being is most concentrated sector. This ETF holds all of my favorite large cap dividend stocks such as JP Morgan, Proctor and Gamble and Johnson and Johnson. If you like dividends this ETF is an absolute must. The next ETF is BND. This is the vanguard total bond fund. This fund pays a monthly dividend which annually yields 2.56%. This ETF also has a low expense ratio of 0.05%. While this ETF will not grow substantially overtime like the equity ETFs I previously mentioned, I do believe having a diversified portfolio is essential. This ETF may not look great today, but with a 10 year bull market due to correct, it could provide some stability to your portfolio during a downturn. Another ETF I am going to suggest is one of my favorite fixed income ETFs and that is PFF. This is the ishares preferred stock ETF and it yields 5.10%. The expense ratio is higher at 0.47% but the yield more than makes up for the fees. A great thing about this ETF is it pays a monthly dividend so you can continue reinvesting your dividend each month and compounding a monthly basis. Like BND, this ETF will not provide substantial price growth but it will provide a predictable fixed income stream to your portfolio. I especially recommend this ETF in a retirement portfolio as the dividends provided from this fund are not qualified and thus subject to your ordinary tax rate if not placed in a tax deferred account. The final ETF I am going to suggest is VNQ. This is the Vanguard REIT ETF. A REIT stands for a real estate investment trust. These are funds that invest in real estate and are required to distribute at least 90% of their taxable income to their owners in the form of a dividend. As a result, many REITS have favorable dividend yields in the 4-6% range. The market prices of REITS have declined in past few months due to rising interest rates. Many REITs are now at or approach 52 week lows. This is a great time to pick some up if you are a long term investor. Similar to preferred stock, I recommend owning REITs more in a tax deferred account such as an IRA or 401K. The Vanguard REIT yields 4.47% and has a low expense ratio of 0.12%. Please checkout my channel and subscribe for future videos on stock market investing, passive income, peer to peer lending and more! https://www.youtube.com/channel/UCjAY... Follow me on Twitter! https://twitter.com/WickedPassive Please note I am not a Financial Adviser, the information provided is my opinion for entertainment and fun. This is NOT Investment advise, you should always consult with a professional Financial Adviser or Tax Professional. I'm not responsible for any monetary gain or loss that my occur following my opinion.
View on the Market - Investing in REITs
 
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In today's show we discuss REITs, what they are and why one should have in your portfolio. How you get them and what companies should you look at.
Views: 4184 zimodecast
Hourigan builds for Apple REIT Companies
 
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Hourigan Construction helped Apple REIT expand their Richmond, VA headquarters.
View on the Market - EP03 -  Investing in REITs
 
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In today's show we discuss REITs, what they are and why one should have in your portfolio. How you get them and what companies should you look at.
Views: zimodecast
Real Estate Acquisition Model for Office, Retail, or Industrial Properties
 
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A basic real estate valuation model for office, retail, or industrial deals built in Microsoft Excel. The model includes a simple DCF module to calculate cash flows over the hold period, as well as an equity waterfall module for calculating partnership returns. You can download the model for free here: http://www.adventuresincre.com/real-estate-acquisition-model-for-office-retail-or-industrial-properties If you have any questions or comments, feel free to contact the author, Spencer Burton, at http://www.spencerburton.org
Views: 33878 Spencer Burton
The Monthly DIVIDEND STOCK That I Own In My Stock Portfolio
 
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I invest for dividend income and cash flow. Today's video highlights a company I own in my personal stock portfolio that pays dividends on a monthly basis. I’m talking about the real estate investment trust (REIT) called Realty Income (O). Every single month, I receive a dividend payout from this stock, adding a lot of fluidity and predictability to my stream of passive income. While Realty Income is not a core position in my portfolio, it is definitely a solid medium position, and a component of my team that plays a key role. In fact, it's my only position that pays dividends on a monthly basis. At a high level, I love this company because they are shareholder friendly. They are in business to pay monthly dividends, and take a shareholder-first approach. Also, over the long term, Realty Income has handsomely beaten the S&P 500. When you look at its total return (capital appreciation and dividends), the S&P 500 has been left in the dust. While I invest for passive income (and beating the S&P 500 is not my primary concern), it's sure nice to have a stock with such a great track record. Lately, REITs (and utilities too) have faced some downward pressure. As interest rates increase, yield investors have other alternatives. Also, as interest rates increase, debt-reliant companies may face some pressure as they refinance their debt. It is my belief that any interest rate risk can be passed along to Realty Income's customers during lease renewal, but we shall see. In today's video, I cover a lot of ground: * What is Realty Income? * What do they do? How to triple net leases (NNN leases) work? * A look at Realty Income's impressive historical performance. * A look at some REIT-specific metrics such as years left on lease agreements, portfolio occupancy, and also funds from operation (FFO). (Perhaps my favorite part of the video.) * Some risk factors with Realty Income – interest rate risk and tenant churn risk. While today's video is a long one, I wanted to make sure to share insights on this stock because I receive so many questions here about my thoughts on monthly dividend payers. I also receive so many questions about real estate investment trusts (REITs). Today's video is sure to be a subscriber favorite! Want to connect with me? I'm now on Instagram: https://www.instagram.com/ianlopuch/ Want to learn more about my philosophy on monthly dividends? Today's video is actually part two of a two part series. Check out part one here: https://www.youtube.com/watch?v=B9wNZlxE78c Want to see my controversial video on how I tend to beat the S&P 500? Check it out: https://www.youtube.com/watch?v=6rhvz8-0TDY These days, I also like Southern Company (SO). Due to rising interest rates and some analyst downgrades, I believe it’s on sale. Learn more here: https://www.youtube.com/watch?v=SW_jAVvhEqw Want to learn more about my 2018 dividend investing goals? Here you go: https://www.youtube.com/watch?v=uGRmIeiep1g Disclosure: I am long Realty Income (O), Southern Company (SO), Kimberly-Clark (KMB), and Procter & Gamble (PG). I own all four of these stocks in my portfolio. Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Also, I'm not a tax advisor and today's video is NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 20132 ppcian
8 Real Estate Investing Strategies (without actually managing properties)
 
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Real estate investing has never been easier..... We all know that if we want to build wealth, we can’t do it by investing $100 a month into a mutual fund. Well, yes you will do it over time -- and build wealth in the long run. 💵💵 But, for those that are building wealth a lot quicker; they are doing things differently. =========== Of all the options I shared, #8 is the one I'm excited about: Fundrise. It's an online crowdfunding option that allows you to get started for as little as $500. That's it! You can read more about Fundrise here: https://www.goodfinancialcents.com/fundrise-review-how-to-invest-in-corporate-real-estate-with-a-small-investment/ Or you can open account here: ✅https://www.goodfinancialcents.com/resources/fundrise-youtube-how-to-buy-real-estate.php =========== One of the things you hear most often is people building wealth by investing in real estate. Real estate investing can be intimidating and risky. I am going to share with you my Top 8 ways to invest in real estate -- without managing properties. 🏘️ ➡️ 1. Exchange Traded Fund (ETF) [1:59] This is kind of like mutual funds - but they track specific markets. They are not actively managed and focus on meeting market averages. Vanguard Real Estate Fund is a popular choice but there are lots of options. ➡️ 2. Real Estate Mutual Funds [6:12] These have a focus on real estate and work to outpace what the average is. They are actively managed so you can expect some higher fees. But, you should expect a higher return. ➡️ 3. Real Estate Investment Trusts (REITs) [9:03] A REIT is a company that specializes in real estate. They own and usually operate income-producing real estate. This could include commercial properties ranging from apartments and shopping malls to warehouses and hospitals. ➡️ 4. Invest in a Real Estate Focus Company [12:25] An example of this type of company would be ReMax. These companies help you buy and sell homes or commercial properties. ➡️ 5. Invest in home construction [12:45] These companies do not manage properties. An example of this type of company is Pulte Homes. There are hundreds of these companies - I’m sure you can find one in your area. ------------------- Online Brokers to Buy ETFs, Mutual Funds or Stocks: TD Ameritrade ✅https://www.goodfinancialcents.com/resources/tdameritrade-youtube-how-to-buy-real-estate.php ETrade ✅https://www.goodfinancialcents.com/resources/etrade-youtube-how-to-buy-real-estate.php Ally Financial ✅https://www.goodfinancialcents.com/resources/ally-youtube-how-to-buy-real-estate.php ➡️ 6. Hire a property manager [14:22] You can buy a house, duplex or apartment complex to generate rental income. But who wants the headache of dealing with that? Hire a property manager to take care of all of the details for you. ➡️ 7. Real Estate Notes [16:33] A private real estate note requires you to lend money to individuals that buy properties and fix them up to flip or rent. ➡️ 8. Online Real Estate Options [17:32] This is my favorite! You can get into this for about $500 and you can do it all from your computer at home. My favorite company for this right now is Fundrise. The process is similar to peer-to-peer lending but you are not investing into notes or loaning people money. Instead, you are pooling your funds with others. ========= 🏘Online Real Estate Investing with Fundrise ✅https://www.goodfinancialcents.com/resources/fundrise-youtube-how-to-buy-real-estate.php ========== 🙁 Have you had a failed real estate investment like me? 🤔 Have you ever considered investing in real estate? Please share in the comments below - and if you are interested in any of these options, please let me know! ▶ Check out my gear on Kit: https://kit.com/jeffrosecfp ★☆★ Want More Good Financial Cents? ★☆★ 💻 Check out my blog here: https://www.goodfinancialcents.com/ Listen to my podcast here: 🎙 https://itunes.apple.com/us/podcast/good-financial-cents-podcast-investing-building-wealth/id775107294?mt=2 Pick up my best selling book, Soldier of Finance, here: 📗 http://amzn.to/2xOH78V Connect with me on Twitter: https://twitter.com/jjeffrose My most favorite inspiration T-shirt line, Compete Every Day: 👕 https://www.goodfinancialcents.com/compete
Views: 15720 Jeff Rose
Infrastructure Investment Trust - InvIT India (Hindi)
 
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What is an InvIT or Infrastructure Investment Trust? How it works? What are its benefits and risks? SEBI Regulations related to InvITs in India? Explained in Hindi. Also check video on Real Estate Investment Trust (REIT): https://youtu.be/sYFO7Gh60Hk Infrastructure Investment Trust invests in infrastructure projects in India for eg. in Roads & Highways, Power & Telecom Transmission Towers, Solar and Wind Projects etc. InvIT या इंफ्रास्ट्रक्चर इंवेस्टमेंट ट्रस्ट क्या है? InvIT कैसे काम करता है? इंफ्रास्ट्रक्चर इंवेस्टमेंट ट्रस्ट के बेनिफिट्स और रिस्क क्या हैं? भारत में इनवीआई से संबंधित सेबी रेगुलेशंस क्या है? जानिए सब कुछ हिंदी में। Share this Video: https://youtu.be/q_TKZUlBrV8 Subscribe To Our Channel and Get More Property and Real Estate Tips: https://www.youtube.com/channel/UCsNxHPbaCWL1tKw2hxGQD6g If you want to become an Expert Real Estate investor, please visit our website https://assetyogi.com now and Subscribe to our newsletter. In this video, we have explained: What is infrastructure investment trust or InvITs? How the concept of infrastructure investment trust or InvIT works? How is InvIT different from REIT? How infrastructure investment trust invests in infrastructure projects and distributes the profits to investors? In which type of projects InvIT invests? What are the rules and regulations of InvIT in India? Why does any InvITs company need to be registered with SEBI? What is the minimum lock-in period for any investments with InvITs? Does InvIT invest in PPP projects? What are the public offer regulations of InvIT? What is the minimum amount of money anyone can invest with InvIT? What are the benefits and risks involved in investing with InvITs? What areSEBI Regulations related to InvITs? Make sure to Like and Share this video. Other Great Resources AssetYogi – http://assetyogi.com/ Follow Us: Twitter - http://twitter.com/assetyogi Instagram - http://instagram.com/assetyogi Facebook – https://www.facebook.com/assetyogi Pinterest - http://pinterest.com/assetyogi/ Google Plus – https://plus.google.com/+assetyogi-ay Linkedin - http://www.linkedin.com/company/asset-yogi Hope you liked this video in Hindi on “Infrastructure Investment Trust - InvIT India”.
Views: 2182 Asset Yogi
Three REITs To Own for the Long Run
 
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REIT shares have popped in the past two weeks primarily because flagging economic data has put the idea of multiple rate hikes into question. Steve Brown, portfolio manager of the American Century Real Estate Fund (REACX), said he expects this sentiment to last as the Federal Reserve stays cautious. 'The question is whether we are going to have another rate hike this year. Now that we are having that conversation, REITs have caught a bid,' said Brown. 'They’ve got good fundamentals and they are acting a lot better now and that should continue for the rest of the year.' The American Century Real Estate Fund is down 5% thus far in 2016, according to fund-tracker Morningstar. The $1.4 billion fund has returned 10% annually over the past five years, outpacing 87% of its Morningstar peers. Brown is also bullish on Kimco Realty (KIM), up 1.6% year-to-date, saying the company is well positioned because it owns community shopping centers rather than struggling malls anchored by troubled department stores. Subscribe to TheStreetTV on YouTube: http://t.st/TheStreetTV For more content from TheStreet visit: http://thestreet.com Check out all our videos: http://youtube.com/user/TheStreetTV Follow TheStreet on Twitter: http://twitter.com/thestreet Like TheStreet on Facebook: http://facebook.com/TheStreet Follow TheStreet on LinkedIn: http://linkedin.com/company/theStreet Follow TheStreet on Google+: http://plus.google.com/+TheStreet
Review of Rich-Uncles real estate investment trust (Part 1)
 
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Also view part 2 of my review here https://www.youtube.com/watch?v=KtjXpJEiPFE Additional points: It has been suggested that non-traded REIT's in general are less volatile than publicly traded REITs. This is a red herring assertion on many levels. For starters, if an investor desires less volatility, then non-traded REITs should be compared to REIT index funds. Index funds are inherently less volatile than individual REITs because they are highly diversified. For example Vanguard’s REIT index fund VNQ is diversified across 148 different companies, all of which have market caps of at least 100 million dollars. Nevertheless, for what it’s worth, are non-traded REITs less volatile than publicly traded REITs? Non-traded REIT's face the SAME market forces as public REITs. Renters will pay what the market dictates, real estate will be bought and sold for what the market dictates, etc. A seemingly "less volatile" share price of a non-traded REIT can be illusionary and misleading. Why? Let me quote the Securities Litigation and Consulting Group... "The market price of a non-traded REIT does not reflect the underlying value of the REIT's holdings nor the potential for future dividend payments. In a free and efficient market, an asset's price fluctuates with investors' expectations for the changes in the asset's future value. In equity market, the share price carries information about investor's beliefs about future dividends and value growth, including expectations regarding the ability of that firm to sustain its business model. The prices of non-traded REITs do not reflect this information because they are not openly traded - prices are set at the discretion of management, and can be highly misleading as they can be unrelated to the value of the REIT or its holdings. A more accurate measure of a non-traded REIT's value would be the net asset value of its holdings." http://blogs.wsj.com/totalreturn/2014/08/27/what-you-need-to-know-about-nontraded-reits/ The idea that nontraded REITs aren’t volatile is a “misdirection,” says Joseph Harvey of Cohen & Steers, one of the biggest REIT investors in the world. He says “You can’t measure the volatility of these investments because they do not trade.” While they are not exposed to the day-to-day volatility of the public markets, REIT NAVs are exposed to economic volatility. Real estate is not immune to economic changes. But most importantly, what really matters is the end result (return on investment) when comparing a non-traded REIT to its BENCHMARK -- not the S&P 500 index. Another problem with REITs is that you have the ADDED cost of winding down the whole operation by selling property. Do your due diligence! Here's some links pertaining to this review... http://blog.aarp.org/2015/01/12/non-traded-reits-warning-danger-ahead/ https://blog.wealthfront.com/tax-efficient-reits-investing/ https://www.mfs.com/wps/FileServerServlet?articleId=templatedata/internet/file/data/sales_tools/mfsvp_20yrsb_fly&servletCommand=default http://seekingalpha.com/article/1271381-just-how-risky-are-reits http://www.finra.org/investors/alerts/grass-isnt-always-greener#sthash.cZT2Xl0l.dpuf http://blog.slcg.com/2014/01/another-example-of-non-traded-reits.html https://www.tddirectinvesting.co.uk/investment-choices/reits/ http://www.wsj.com/articles/five-popularbut-dangerousinvestments-for-individuals-1405097710 http://www.investmentnews.com/article/20140805/BLOG09/140809978/duration-risk-in-nontraded-reits-hiding-in-plain-sight?CSFlag=0780772477 http://www.financialsamurai.com/which-is-a-better-investment-real-estate-or-stocks/#sthash.PWLGAsjS.dpuf http://advisor.morningstar.com/uploaded/pdf/aio_quarterlyq32011_non-acc.pdf http://poseidon01.ssrn.com/delivery.php?ID=981008064022104031090090090092119087127032028046050025014118072088114083027096117022018060099009024042113102106114011008000003042051088034039089006105126117120072106040005009086096115119117076102000065098103093006119107095071109015007027115026088084&EXT=pdf&TYPE=2 UPDATE: According to a YouTube poster, most if not all of the current Rich Uncles dividend is not coming from rental income. He says "The latest financial filing I looked at indicated that the REIT currently is losing money on an operating cash flow basis, which means they're paying investors with borrowed money or the dividend is really a return of principal." https://www.youtube.com/watch?v=qIW-A9Qg3BA If you need money advice then hire a fee-only fiduciary on a one-time or one-task basis. This video is not intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy, hold or sell, or as an endorsement, of any company, security, fund, product or other offering.
Views: 19547 the Annuity Slayer
10 Stocks That Pay Monthly Dividends
 
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Here are 10 Stocks That Pay Monthly Dividends and my thoughts on them. Average Joe Life Channel: https://www.youtube.com/channel/UCVRMgSJJC1sFxIyJ-18lmWg Some of the Equipment I use: Editing Software: https://amzn.to/2EeNCV9 Lapel Mic: https://amzn.to/2uINqxU Neewer Lighting: https://amzn.to/2q2Kp61 Office/Gaming Chair: https://amzn.to/2HNW2WN Some of my Favorite Things: Seiko Watch: https://amzn.to/2q2wlJB Wooden Watch: https://amzn.to/2Ipz9Io Teeth Whitening Kit: https://amzn.to/2r4zpp2 (Changed my life in terms of confidence!) Investing Apps Used on this Channel: Join Robinhood today and get a random free share of stock! http://share.robinhood.com/nathanp400 Join Our Acorns Journey and either start your first savings account today or start a supplemental savings account! https://www.acorns.com/invite/?code=KF6JCJ Social Media Links Twitter: https://twitter.com/AveJoeInvesting Facebook: https://www.facebook.com/AverageJoeInvestingYT/
Views: 38515 Average Joe Investing
Investment Property Strategy: The Trust Structures You MUST Have For Your Investment Properties.
 
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Protect your assets and minimise your tax with the right information http://InvestmentProperty.Training The 8th marvel of the world is not compound interest it's compound learning. To end up being included in the investment property market you have 2 paths. You can jump in with both feet based upon exactly what your accounting professional and your heart says. This is where you purchase a property because you enjoy it and love the concept of owning it regardless of whether it makes financial sense ... (this is where 95 % of homeowner put their money). ... or you can spend a long time learning the approaches of property investors who have made all the mistakes and have actually established particular methods and processes to consistently and continuously grow their wealth. These people are in the top 5 % of earners in the world and method investing in real estate completely in a different way to the remainder of the populace. The distinction between the 2 comes down to something ... education. The 2nd group treat investing as a company. All their choices are based upon a strategy and a strategy and have no psychological interest what so ever in the specific properties that they purchase. This enables them to base all their selections on which chances are going to offer them the benefit they are preparing for, and in turn lead them to the objectives they are concentrated on 2 or 3 steps down the road. They understand specifically what sort of property investment offer they require next and the kind they are going to need after that in order to further their plan to create passive income and construct wealth. If you desire to discover the best ways to do this by being instructed from people who are really doing this every day and can quickly track your real estate success then you have to begin by making the effort to enjoy a complimentary instructional webinar on investment properties at http://investmentproperty.training
Equity REITs Provide Best Access to Real Estate Investment, Portfolio Manager Says
 
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Mathew Werner, portfolio manager with Chilton Capital Management, joined REIT.com for a video interview in Chicago at REITWeek 2013: NAREIT's Investor Forum. Werner discussed his view that publicly traded equity REITs are the superior means to invest in commercial real estate. "First and foremost, liquidity is very important to investors today," he said. "Secondly, there is very high transparency— the REITs have done a lot of work on their disclosures and what they show in terms of their portfolio and their supplemental financial information. Furthermore is the ability to have a portfolio of REITs that you can diversify by property type, by geography, by risk and strategy as well as tenant. There are low fees; all you have to do is buy a stock like you would any other stock on the New York Stock Exchange or NASDAQ. Probably most importantly is the total returns over time have been higher with the publicly traded equity REITs." Werner went on to explain why he thinks investors should be optimistic about the REIT market in the second half of the year. "We emphasize a long-term view of real estate investing to our clients," he said. "But looking into the second half of this year, there are opportunities for some guidance increases, based on some numbers that have been reported so far.There are some easy comps for lodging companies and the payout ratio in terms of dividends over AFFO is extremely low right now, so there could be higher dividends going into the second half of the year." Werne also discussed reasons for potential concern among investors. "Interest rates would be the biggest reason for concern today," he said. "Higher interest rates could cause a couple of things that could lead to higher cap rates, which would lower property values. Additionally, this could cause negative fund flows for people who are looking at REITs solely as yield vehicles. Lastly, the goal would be for rents to catch up to interest rates, but there could be a delay between those two items." By Mitch Irzinski
Views: 1049 Nareit1
Passive income: “REIT” investing!
 
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Follow me on twitter for more information: http://Twitter.com/Righteousemusic Disclaimer: this video is for entertainment purposes only, I am not an accredited investor, nor do I work for any financial companies. I am simply an experienced investor, with a little bit of knowledge about investments, and how to build a portfolio. I claim no responsibility for loss or gain, nor do I guarantee it. Use your best judgement on investing. Research the company you would like to invest in. Subscribe to the channel and stay connected!
Views: 699 Harry McRae
5 Biggest Investment Ripoffs to Avoid ❌(shady scam alert)
 
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Don't get ripped off by these shady investments that are basically scams in disguise. I've seen too many people financially wounded from buying this crap. 😠 There is nothing worse than getting ripped off, losing money to something you shouldn't have bought in the first place. Because someone misrepresented something and sold it to you just to make money. Being a financial advisor, I’ve seen so many people that have bought investments that they shouldn’t have. They didn’t understand it and their advisor sold them something that they didn’t need. Thankfully, you are watching this video and I want to prevent you from being Ripped Off! I am going to highlight the 5 biggest investments to avoid because I don't want you to lose your money. ➡️ 1. Loaded Mutual Funds (A Shares) [1:39] - These are mutual funds that when they are sold the advisor or broker that sold them are going to make a commission for that sell. ➡️ 2. Actively Managed Indexed Funds [6:01] - This is one of the most common investments that people get into when they start investing. ➡️ 3. Non-traded REIT’s [9:51] - REIT’s can be a good investment - but Non-Traded REIT’s are different, the are “Illiquid” meaning you can’t cash out your money until it comes due (which could be 10 years or longer). ➡️ 4. Whole Life Insurance [14:14] - It is not 100% bad, but for the most part investing in whole life insurance is not a good move. Buy a term policy, it is so much cheaper! ➡️ 5. Indexed Universal Life Insurance [19:05] - These policies may make sense if you have maxed out your 401K and Roth IRA. So what is it? It is a policy that is tied to some sort of index, so you are subject to what the index does. You can make a lot of money if you chose to invest wisely. There are so many scams, and so many ripoffs you can avoid. Have you bought one of these investments? Have you been ripped off? Have you bought an investment, that I didn't’ mention, and feel like you’ve been ripped off? 😤 Let me know in the comments. Let me know what you bought and how you got ripped off. ★☆★ Want More Good Financial Cents? ★☆★ 💻 Check out my blog here: https://www.goodfinancialcents.com/ Listen to my podcast here: 🎙 https://itunes.apple.com/us/podcast/good-financial-cents-podcast-investing-building-wealth/id775107294?mt=2 Pick up my best selling book, Soldier of Finance, here: 📗 http://amzn.to/2xOH78V Connect with me on Twitter: https://twitter.com/jjeffrose My most favorite inspiration T-shirt line, Compete Every Day: 👕 https://www.goodfinancialcents.com/compete
Views: 27917 Jeff Rose
The TRUTH about Fundrise Real Estate Investing
 
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Fundrise. Real Estate Investing with some pretty substantial returns. Is it worth it? Is it legit? Should you invest in it? Here’s what I discovered. Enjoy! Add me on Snapchat/Instagram: GPStephan Join the private Real Estate Facebook Group: https://www.facebook.com/groups/therealestatemillionairemastermind/ The Real Estate Agent Academy: Learn how to start and grow your career as a Real Estate Agent to a Six-Figure Income, how to best build your network of clients, expand into luxury markets, and the exact steps I’ve used to grow my business from $0 to over $120 million in sales: https://goo.gl/UFpi4c Fundrise is a real estate investing service that allows you access to private market real estate deals that they say should “deliver superior risk-adjusted returns over time versus a portfolio of publicly traded stocks.” The biggest difference is that Fundrise is NOT publicly traded on a stock exchange, but they are publicly available. By being publicly available, this means that anyone can invest because they comply with the SEC disclosure regulations, and by doing so, they don’t limit themselves to accredited investors So there’s gotta be a catch, RIGHT? So I read through all 225 pages of their fine print. Here’s what I found. First concern is lack of liquidity. By investing through Fundrise, you’re pretty much tying up your money for 5 years. Even though they say that if you pull out your money prior to then at their redemption rate, which is 97% at its lowest - they still make it very clear there is no guaranteed return of your investment with no immediate plan to buy back your shares. As from their fine print: “If we do not successfully implement a liquidity transaction, you may have to hold your investment for an indefinite period.” It goes on to say “Fundrise Advisors, LLC, our wholly-owned subsidiary, has the authority, in its sole discretion, to limit redemptions by each shareholder during any quarter, including if the Manager deems such action to be in the best interest of the shareholders as a whole.” Second concern I have is their fees…which they say are 1% annually. This seems a bit high compared to other lower cost options, namely a Vanguard REIT - which charges 0.26% annually as a fee, or 74% LESS than FundRise. But, in FundRise’s defense, they’re a smaller company which invests in riskier assets that should generate higher returns to compensate to the higher fee. My third concern - and also a major reason I’d never invest in this - is that the dividends are taxes as ordinary income at your ordinary income rate. One of the many advantages of holding long term investments is capturing the long term capital gains tax rate - this is typically SIGNIFICANTLY lower than the tax rate for ordinary income. My fourth concern is how this investment will hold up in a down market. While I agree with their market strategy and can’t find any faults with where they’re investing, at some point there will be a plateau in growth, while these returns are possible NOW, I’m unsure how sustainable these are long term - and again, if you want to re-balance your portfolio, you may be stuck with your investment. And they very much acknowledge this in their fine print: “The significant growth we have experienced, particularly with respect to assets under management and revenues, will be difficult to sustain.” Fifth, I’m always a little hesitant about companies that give referral fees. While often it’s a nice gesture to give customers SOMETHING for referring business, and I totally agree with this business model, in the age of the internet, there will be people out there who will write falsely positive reviews just to get the referral bonus. When this happens, honest criticism becomes buried or harder to find. For someone wanting exposure to real estate, I believe there are many other REIT options out there that offer the liquidity and tax treatment that put you in a much better position, even if they’ll give you slightly lower returns. I’d rather sacrifice a percent or two JUST to have access to my money when I need it. So overall, no it’s not a scam - and there are some positives about what they’re doing - but from what I see, the downsides just outweigh the upside, rendering other options as more attractive when put side by side. For business inquiries or one-on-one real estate investing/real estate agent consulting or coaching, you can reach me at [email protected] Suggested reading: The Millionaire Real Estate Agent: http://goo.gl/TPTSVC Your money or your life: https://goo.gl/fmlaJR The Millionaire Real Estate Investor: https://goo.gl/sV9xtl How to Win Friends and Influence People: https://goo.gl/1f3Meq Think and grow rich: https://goo.gl/SSKlyu Awaken the giant within: https://goo.gl/niIAEI The Book on Rental Property Investing: https://goo.gl/qtJqFq Favorite Credit Cards: Chase Sapphire Reserve - https://goo.gl/sT68EC American Express Platinum - https://goo.gl/C9n4e3
Views: 55497 Graham Stephan
Billionaire Ron Baron: Stock and Real Estate Investment Philosophy
 
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A interview with billionaire mutual fund manger, investor, and founder of Baron Capital Management, Ron Baron. In this interview Ron discusses what he looks for in investments in stocks and real estate. Ron also talks about what he has learnt form his mistakes and views on the bond bubble. Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Video Segments: 0:00 Introduction 0:08 What is your investment philosophy? 0:49 Why so many new funds? 3:00 How do you pick companies and real estate differently to other funds? 9:36 What have you learnt from the last 5 years? 12:06 What makes you bullish on stocks? 15:24 What stocks excite you for the future? 25:54 What alternative investment do you like? 30:07 When does the bond bubble burst? Interview Date: 24th January 2013 Event: Intelligent Investing Original Image Source:http://bit.ly/RBarronPic Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising.
Views: 13034 Investors Archive
Find Top Real Estate Investment Companies.m4v
 
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http://lnx2.co/1K3 Marquis Properties is one of the top real estate investment companies in the Midwestern United States. Marquis is one of few real estate investment companies offering turnkey investment properties direct from the owner to investors interested in investing in real estate without the hassle and guesswork inherent in real estate investing. Call us today or visit our website. Marquis Properties 3000 N University Avenue #100 Provo, UT 84604 (801) 769-0090 [email protected] http://marquisinvestmentproperties.com
MARKET MATTERS: Companies in the News – Pavilion REIT
 
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Wei Lynn Tang and Sulhi Azman talk about Pavilion REIT’s RM488m buy of da:men mall in USJ. This marks the REIT’s first asset buy since it listed in Dec 2011, which will see it expand its portfolio value and geographical presence. Are analysts bullish on this buy?
Views: 383 The Edge TV
Real  Estate Investment Structure   3 Tier
 
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http://www.birdi.ca Are you looking for a Real Estate Investment Structure in Canada? This is one of the most common and powerful structure used by investors known as the 3-Tier structure. Find out why and its benefits! Birdi Chartered Professional Accountant www.birdi.ca Follow us on Twitter: https://twitter.com/birdicpa Add us to Google Plus: https://plus.google.com/+BirdiCharteredProfessionalAccountantBrampton Read our blogs at: http://www.birdi.ca/blog Ask a Question on our forum: http://www.birdi.ca/forum View our tax preparation services: http://www.birdi.ca/services Disclaimer The information provided on this video is intended to provide general information. You should consult with a tax professional to full determine the scope of your situation, Gurrai Birdi and Birdi Chartered Professional Accountant shall not be held liable from usage of the information provided on this page.
Real Estate Investment Trust (REITs) Master Class
 
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Real Estate Investment Trusts (REITs) MASTER CLASS ENROL HERE: https://www.udemy.com/reits-investment-money-masterclass/?instructorPreviewMode=guest Hey if you're here that means that you've probably know something about REITs and thought about investing in these powerful investment instruments. You’re also here because you want to build your own stream of dividend income, right? Smart move, my friend! Well, this online course will teach you how to do exactly that and more! It is the only course that will provide you a proven 4 steps system to achieve mastery over REITs. While there are plenty of Investment courses out there that promises high instant returns to students, only to be let down by their ‘secret formulas’. I’m going to keep it REAL and tell you that this course is NOT about schemes on “how to get rich quick” or magic formulas. Instead this course will focus on the facts, the fundamentals of REIT investing and how to manage these unique investment opportunities the way Master REIT investors do. Frequently Asked Questions: What Will I Learn From This Course? In a few short hours, you will... ✔ Learn All Important Aspects Of REITs Investing ✔ Discover The Truth About REIT Investments And The Costly Investment Misconceptions Made By Investors ✔ Gain Insights Into The 5 Popular Types of REITs ✔ Apply Filters To Identify Potential REITs and Cherry Pick The Exceptional Ones ✔ Be Exposed To Valuation Methods That Will Help You Calculate The "Fair Worth" Of Most REITs ✔ Learn How To Anticipate Risks And Manage Your Own REIT Portfolio Confidently ✔ Analyse Varies REIT Portfolio Strategies And Discover 3 Uncommon REITs What’s In It For Me? The Main Benefit: If you are looking for a course that can boost your investment dividends and help you take that right step towards financial independence, then you are in the right place! Secondary Benefit: The topics and insights covered in this course can help you prepare well for interviews with REITs or Financial Planning companies Usual Benefits: All students will get a 100% money back guarantee (within 30 days) if they are not satisfied; plus lifetime access to the course if they choose to stay on On-Going Benefits: Meet and network with other passionate investors and frequently receive alerts on REITs and other high dividend paying companies (in excel format) via the announcements If you are interested to join, click here: https://www.udemy.com/reits-investment-money-masterclass/?instructorPreviewMode=guest Free Previews.
Views: 51 Chlorophyll Edu
2014 Private Business Growth Award Finalist: The Skyline Group of Companies, Guelph, ON
 
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One of Canada's fastest-growing real estate acquisitions, management and investment companies, The Skyline Group of Companies was founded, and is still run, by brothers Jason and Martin Castellan and friend Roy Jason Ashdown. Defined by the care and attention they bring to every business detail, Skyline developed three of Canada’s fastest-growing private REITs: Skyline Apartment REIT, Skyline Commercial REIT and Skyline Retail REIT—unique private real estate investment alternatives managed entirely by Skyline. This integrated, full-service model lets Skyline drive cost efficiencies without ever compromising their high standards. With their standard-setting commitment to holistic growth, the Skyline team has expanded exponentially over the past few years, now boasting over 500 team members Canada-wide. The company’s consistent focus on quality and refusal to cut corners has been intrinsic to the continued success and impeccable track record of the Skyline brand.
Top 10 Retirement Investments
 
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Here are 10 retirement investments that you may use as a part of your portfolio as you approach and enter retirement. To download your free copy of Top 7 Investor Mistakes, just click here: http://retirementplanningmadeeasy.com/investor-mistakes 1. Diversified Portfolio - Not technically an investment, as it is comprised of investments, like equities, bonds, and cash. But the goal of a diversified portfolio is to reduce risk and volatility, which is important for retirees. 2. Dividend Stocks - These can help supplement Social Security income in retirement. If you don't feel comfortable researching individual company stocks, you can look into dividend income funds that hold a collection of companies' stocks. 3. Bonds - You are essentially lending money to a corporation or a government. They pay interest, which can help supplement your income in retirement. They also can be used to help reduce volatility in your portfolio. 4. Fixed annuities - These annuities have no market risk. They are typically used for their income guarantees as well as the guaranteed interest some provide. 5. Variable annuities with income riders - These are promoted very often to retirees. Many have high fees that inhibit their growth potential in the market. They do have market risk, so they can go down in value. The income rider can provide income guarantees, but be sure to check what guarantees you can get with fixed annuities first. 6. Rental real estate - Being a landlord may not be a goal of yours. But rental real estate can provide monthly income to you, and you can increase your rents in the future to keep up with inflation. The downside: you have to manage tenants. 7. REITs - Real estate investment trusts let you have real estate exposure in your portfolio without having to be a landlord. They can also be used as an alternative asset in your portfolio to provide more diversification and help reduce volatility. 8. Commodities - By themselves commodities can be risky. They don't pay dividends either. But they can also be used as an alternative asset class to help reduce portfolio volatility through additional diversification. 9. Bank CD's - Pretty straight forward. You give some money to the bank and they guarantee to pay you an interest rate over a set period of time. They are FDIC insured for additional safety. 10. Money market accounts - This is another liquid source of your funds. You can hold them in these accounts and use the funds when you see a good investing opportunity arise. To download your free copy of Top 7 Investor Mistakes, just click here: http://retirementplanningmadeeasy.com/investor-mistakes To read the full article with this video, visit: http://retirementplanningmadeeasy.com/top-10-retirement-investments/ Disclosures: Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Retirement Planning Made Easy / Tri-State Financial Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Retirement Planning Made Easy / Tri-State Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.
What Are Group Syndications? - Real Estate Investment Tips
 
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Stay knowledgeable by subscribing! http://bit.ly/iLiveInTheBayArea Visit my site for even more information: http://www.iLiveInTheBayArea.com Like me on Facebook: http://www.fb.com/iLiveInTheBayArea If you pick up a copy of any major newspaper and open it to the business section, you'll commonly see headlines of extremely large real estate purchases that are usually well over $50-100 million. Most people glance at these articles and think "man it must be nice." However, most people don't realize that these extremely large transactions don't involve just one individual as a seller or buyer...in fact, only a small percentage of these super large transactions are bought or sold by just one or two people. Easily over 90%+ of these properties are bought and sold by groups, companies, retirement funds etc. So imagine you're looking at a $10 million building which needs a $3m down payment. Let's say you have a good $1 million of equity to buy the property, but that's not enough...How do you go about getting the rest of the funds without selling everything else that you own? Well first off, we know you can't go to the bank and get a loan for both the $2 million difference on the down payment AND the $7 million loan to buy the building. Also, your friends and family don't have the money for you to borrow. Instead, your real estate broker mentions to you that they know of a few individuals that look for properties just like this, but they don't have enough money to buy the place on their own either. At this point, the best chance that you and the other individuals could have in buying this building is by forming a syndication. Syndication is when two or more individuals pool their money together to buy one or more properties. They usually do this by forming an s-corp or c-corp, but most commonly they form an LLC, which I defend in my "LLC vs. TIC" video. Once everyone has their money ready, an attorney will draft a "Private Placement Memorandum", or PPM. This is basically a document that says that no one is draining their bank account, they understand the risks involved and so forth. Once this investment group is formed, the percentage you own is usually equal to the amount of money you put in. For example, let's say you put in that same $1M, and four other people put in $500,000 each, totaling $3M. Unless otherwise agreed to in writing, you would own 33.3% - or one third, - and everyone else would own slightly more than 16.6% which is 1/6th. If this $10 million building generates $1 million net cash flow every year, you would get 1/3 of the proceeds, and everyone else receives their 1/6 share. The biggest problem with forming a syndication group is when the "what-if's" start happening. "What-If" the property triples in value in a few years? "What-If" the biggest anchor tenant goes dark, and leaves the building? Who's going to put more money into the group to cover the losses until you find another anchor tenant? "What-If" one person wants out of the syndication group for personal reasons? Who's going to be allowed to buy them out? These are just some of the "What-Ifs" that could happen. This is the reason why you have an attorney draft a general outline of the project goals, called a "Prospectus". It identifies what type of property you plan on attaining along with many of the common "What-If" scenarios and solutions outlined beforehand. That way everything is agreed to in writing upfront, so disputes are minimized later on. Most of the time this includes the sale of the property as well in a few years. Once the group has the PPM stating that people are not risking their entire life savings and the general goals are outlined, the broker will go out shopping. Once there's a property that has been identified, who makes the decisions to make an offer? Beforehand there will be usually one person along with the broker to make most of the decisions. Again the reason for this is to streamline everything so there aren't 5 different opinions when everyone wants the same ultimate goal. The property is then purchased, everyone's money is pooled together and the returns to each investor are divided as specified as the months and years continue on. The great thing about syndication is that you don't have to put ALL of your own money into one SINGLE property -- you can spread it out to minimize your risk. It's the same concept as to why people don't put ALL of their 401k or investment money into ONE single stock -- they put it into MULTIPLE stocks. So along with spreading your risk our so it's not all in one project, you're also able to buy some of the sizable stable real estate properties most individual investors could never afford. Or you could be involved in some larger stable deals along with some more profitable yet riskier deals as discussed in my "Value Add Properties" video. It simply depends on your appetite for return vs. possible risk...Now that's good to know.
Market Outlook: Singapore Companies Results, Company IPOs, Phillip 20 Portfolio, ETF Model Portfolio
 
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00:38 - Dairy Farm International 08:57 - Dasin Retail Trust 11:34 - Sasseur REIT 14:01 - Ayondo Ltd 18:20 - Phillip 20 Portfolio (Feb Review) 25:22 - ETF Model Portfolio (Feb Review) 29:00 - Singapore Strategy (Feb Review)
Views: 607 PhillipCapital
The Best DRIP Stocks: 15 No-Fee DRIP Dividend Aristocrats
 
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This video provides compelling candidates for the best DRIP stocks by presenting 15 no-fee Dividend Aristocrats. For more information about how to find investment ideas within the Dividend Aristocrats list, you can see the entire list of Dividend Aristocrats here: www.suredividend.com/dividend-aristocrats-list/ You can read detailed analysis of the 15 stocks discussed in this video below: Aflac (AFL): www.suredividend.com/dividend-aristocrats-afl/ AbbVie (ABBV): www.suredividend.com/dividend-aristocrats-abbv/ Abbott Laboratories (ABT): www.suredividend.com/dividend-aristocrats-abt/ Ecolab (ECL): www.suredividend.com/dividend-aristocrats-ecl/ Emerson Electric (EMR): www.suredividend.com/dividend-aristocrats-emr/ Exxon Mobil (XOM): www.suredividend.com/dividend-aristocrats-xom/ Federal Realty Investment Trust (FRT): www.suredividend.com/dividend-aristocrats-frt/ Genuine Parts Company (GPC): www.suredividend.com/dividend-aristocrats-gpc/ Illinois Tool Works (ITW): www.suredividend.com/dividend-aristocrats-itw/ Johnson & Johnson (JNJ): www.suredividend.com/dividend-aristocrats-jnj/ 3M Company (MMM): www.suredividend.com/dividend-aristocrats-mmm/ Sherwin-Williams Company (SHW): www.suredividend.com/dividend-aristocrats-shw/ S&P Global (SPGI): www.suredividend.com/dividend-aristocrats-spgi/ Nucor Corporation (NUE): www.suredividend.com/dividend-aristocrats-nue/
Views: 8942 Sure Dividend
REIT Basics | Income Investing Course
 
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In this short video from our Income Investing course, TD Ameritrade Education Coach Scott Thompson explains the potential benefits and risks of REITs and how they work. Open an account with TD Ameritrade to get access to this course and more immersive investor education.
Views: 23726 TDAmeritrade
What Is a Management Investment Company?
 
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Interested in Management Investment Companies? In this video you will learn more about them including the difference between closed end and open end mutual funds.
Views: 16723 Zions TV
Iberian REIT Conference | Iberian.property
 
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IBERIAN PROPERTY and EPRA present for the first time in Madrid a fundamental debate directed towards the national and international investment community! Listed real estate companies and the REIT / SOCIMI regime offer a high level of security to investors, allowing greater transparency in the management of this activity. Get to know the practices of the main European REITs! ---------------- Full event program here: https://iberian.property/event/iberian-reit-conference/ ---------------- Organized by IBERIAN.PROPERTY https://iberian.property and EPRA http://www.epra.com ---------------- Credits: Vídeo: http://behance.net/ricardonovaispereira
Views: 253 Vida Imobiliária
Brad Thomas:REITs
 
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REIT Investor and Seeking Alpha Contributor Brad Thomas talks about good investments in Health Care REITs, Malls and Lodging.
Views: 3421 LilaMax Media
Blackstone Real Estate: Investing in India
 
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A look at how Blackstone Real Estate has invested in India and where we see future opportunities. Neither this video nor any of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy, any security or instrument in or to participate in any trading strategy with any Blackstone fund or other investment vehicle. Past performance is not indicative of future results and there is no assurance that any Blackstone fund will achieve its objectives or avoid significant losses. This video may contain forward-looking statements; such statements are subject to various risks and uncertainties. The selected examples and case studies referred to in this video were selected based on non-performance based criteria and are designed to show assets in a range of geographies and asset types. They are presented solely for illustrative purposes and may not be representative of all transactions of a given type or of investments generally and are intended to be illustrative of the types of investments that may be made by certain Blackstone funds or other investment vehicles. There can be no assurances that similar investment opportunities will be available in the future or that other investments or types of investments or any future investment opportunities have achieved or will achieve results commensurate with those of the profiled companies. There also can be no assurances that any prospective initiatives, joint ventures or partnerships highlighted in the case studies will continue to be pursued and consummated. Certain statements made in this video are made by individuals that are not employed by Blackstone; there can be no assurance that other individuals (including employees of other portfolio companies) might not have different opinions. For information about Blackstone's business, including risks and financial information, please refer to our most recent Annual Report on Form 10-K filed with the Securities and Exchange Commission. For additional information, see Blackstone’s public filings at http://ir.blackstone.com.
Views: 7109 Blackstone
W.P. Carey Celebrates Recent Conversion to a REIT
 
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Executives and guests of W. P. Carey will visit the New York Stock Exchange (NYSE) to celebrate the recent the company's recent conversion to a real estate investment trust ("REIT") and merger with its publicly held, non-traded REIT affiliate, Corporate Property Associates 15 Incorporated ("CPA®:15"). The common stock of W.P. Carey Inc began trading on the NYSE on October 1, 2012 under the ticker symbol "WPC". To mark the occasion, Trevor P. Bond, President and CEO of W. P. Carey, joined by members of the company's management team, will ring the NYSE Closing Bell. W. P. Carey Inc. (NYSE: WPC) W. P. Carey Inc. is a publicly traded REIT (NYSE: WPC) that provides long-term sale-leaseback and build-to-suit financing for companies worldwide and manages an investment portfolio of approximately $12.7 billion. W. P. Carey Inc. is the successor to W. P. Carey & Co. LLC, which had its origins in 1973. The largest owner/manager of net lease assets, our corporate finance focused credit and real estate underwriting process is a constant that has been successfully leveraged across a wide variety of industries and property types. Our portfolio of long-term leases with creditworthy tenants has an established history of generating stable cash flows that have enabled us to deliver consistent and rising dividend income to investors for nearly four decades. www.wpcarey.com
136: The First Single-Property REIT in the United States with Stephane De Baets
 
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On this week's episode of the InvestFourMore Podcast, I speak with Stephane De Baets, who has created the first single-property REIT in the United States: Aspen REIT. Stephane has a ton of experience with large commercial projects in Europe, Asia, and the United States. His company bought a resort in Aspen Colorado, refurbished it, and now they are offering it as an REIT (Real Estate Investment Trust). On the show, we talk about how Stephane became so successful in real estate, why he started this REIT, and how it works. How did Stephane get started in real estate? Stephane was born in Belgium but made his way to Asia in the 1980s when they had a bad recession. His job was to restructure the debt on failing hospitality companies and make them profitable again. He actually ended up starting his own bank in China and bought many hotels in Asia. He bought distressed assets, made them profitable, and sold them, much like flipping houses...but on a huge scale! Stephane took his strategies to the United States, buying distressed properties in the hospitality industry. Is commercial or residential a better investment? Why did Stephane want to start a single-property REIT? In Asia, Stephane created a number of single-property REITs. Most REITs have a number of different properties in them. They could consist of malls, office buildings, apartments, or even single-family homes. When someone invests in an REIT, they are usually investing in the manager and hoping they do a good job. With a single-property REIT, there is only one property. You do not have to rely on the manager to pick good investments because there is only one, and you know what it is. Before the Aspen REIT was created, there were no single-property REITs in the United States. Is a REIT a good investment? What is the Aspen REIT? Stephane and his company bought an Aspen ski resort seven years ago. The resort needed money, and he saw a tremendous opportunity to add value. They put about 50 million dollars into the property and are constantly improving it. It is a destination for the rich and famous and a very high-end place. Stephane created the REIT so anyone could invest in part of the property. The REIT is listed on the New York stock exchange with a minimum investment of $2,000. The details on the property, as well as numbers on profit and loss, are all available through AspenREIT.com. The expected return is about 5.8% based on the strong A class financials of the property. What are Stephane's plans for the future? Stephane plans to do more single-property REITs in the United States. He prefers properties that he can add value to that will eventually become strong A class performers. As for the Aspen REIT, there is no plan to sell in the future, but he says if the right offer came along that would benefit the shareholders, they would sell it. I asked about the possibility of getting preferential treatment at the resort as a shareholder, and unfortunately, that does not happen. However, he states the shareholder meetings are something you do not want to miss! Looking for an interesting way to make money? If anyone pays attention to me on my Facebook page, I have been posting on Steemit Lately. Steemit is a social media platform based on cryptocurrency. Steem is the cryptocurrency used by the platform, and you can make money posting articles, commenting, or even lending money. I have been fully engulfed in the site as I think it has a ton of potential. The idea is that revenues are shared by the users of the site. The more you contribute, the more you make, and at the same time, you are investing in a pretty cool currency. If you like math, it is an awesome site because there is a lot going on there with how things are calculated. It is free to join, and I get no referrals for sending you there, but I think it is a cool place if you want to check it out. https://steemit.com/@investfourmore/feed EPISODE 136   [INTRODUCTION]   [0:00:14.0] MF: Welcome to the Invest Four More Real Estate Podcast. My name is Mark Ferguson and I am your host. I am an active real estate investor. I flip 15 to 30 houses a year. I've got residential and commercial rental properties. I’m an agent with nine people on my real estate team who sold thousands of houses over the years, and I talk about what's going on in my career as well as interview other amazing agents, investors, landlords, flippers, wholesalers and companies who can help those people succeed.   I want to give a quick shout out to my sponsor, Patch of Land. They funded a flip for me in six days. I emailed them on a Sunday afternoon. They responded in less than 15 minutes. They have rates below 8%, work in 45 states, will fund 85% of the deal and fund the repairs as well. Great company, who I love working with, Patch of Land.   For my podcast listeners, I've a special discount page for my products,...
REIT Funding Accommodates Private REITs - Company President Harrison on Today's Funding Market
 
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http://www.reit.com Charles Harrison, president of REIT Funding, spoke with REIT.com during REITWise 2011: NAREIT's Law, Accounting & Finance Conference in San Francisco about how his company helps manage and form private REITs. REIT Funding has provided the accommodation shareholders for approximately 900 private REITs. "The last things our clients want to do is go out and find 100 investors to fill out the REIT shareholder requirement," Harrison said. "We also help the company manage the relationship with them and keep track of them over the years as the REIT operates." "We'll keep track of the shareholders and answer their questions so that the REIT doesn't have to," he said. Harrison said the company typically does a Reg-D offering to 125 shareholders at $1,000 per share. After the REIT is formed, REIT Funding will oversee dividend payments, 1099 forms and other shareholder management. When asked about the available funding market, Harrison said that while 2007 was obviously a high point, 2008 and 2009 were the low points. However, he said that the market began to bounce back in 2010 in terms of the number of REITs his company provided shareholders for. "It was back in the 2004 to 2005 level, which is really quite good," Harrison said. "While it may not be an exact barometer of the market, it is close. Now the numbers are getting back to the 2006 to 2007 levels." There are two key issues that private REITs face, according to Harrison. Those issues include the Foreign Investment in U.S. Real Property Tax Act (FIRPTA) and the related issue of IRS notice 2007-55. This impacts the structure that involves a foreign investor joint venturing with a U.S. REIT and forming a domestically controlled private REIT, he said. "A lot of work is being done now by real estate organizations to try and get Treasury to reverse 2007-55 or to get a legislative proposal. And I think progress is being made," said Harrison. In today's market, Harrison added that the investors his company brings into private REITs are looking for dividends and diversification. On the institutional side, Harrison said the ability to appeal to foreign capital, tax-exempt foundations and others brings in a whole new source of equity for the deals they are doing. By Matt Bechard
Views: 1335 Nareit1
What Is An Investment Trust Company?
 
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Closed-ended - an investment trust has a fixed number of shares. The fund manager can invest and sell assets when they feel the time is right; not when investors join or leave a fund. It also means the underlying capital investment base is relatively stable. S closed ended an investment trust has a fixed number of shares. Investment trusts versus unit the differences what investment. Investment trust company denver, colorado. Pwhat is an investment trust? . Wikipedia wiki investment_trust url? Q webcache. Aurora investment trust uk trustunit trusts (uits). The fund manager can invest and sell assets when they feel the time is right; Not investors join or leave a. Investment trusts, defined advantages, dividends & risks telegraph. The other two types are mutual an investment trust is company, a type of collective investment, listed on the london stock exchange. It also means the underlying capital investment base is relatively stable an trust a public limited company (plc) traded on london stock exchange, so investors buy and sell from market. Unit investment trust (uit) investopedia. Googleusercontent search. The price of the shares is affected not only by dominic rowles, investment analyst, reports on our view henderson smaller companies trust following its recently released annual results an company (itc) a listed pooled vehicle in form uk tax resident (it trust) that enjoys benefits if it reit, or real estate trust, owns finances income producing. Essentially, your money is pooled with contributions from many other people, and used to buy a portfolio of investments. Pinvestment trust wikipedia. Most investment trusts aim to make money apr 3, 2014 what's the difference between a unit trust and an trust? You can buy their shares just as you would with any other listed company. Investment trust company financial definition of investment what is trust? Definition and meaning funds vsinvestment trusts, defined advantages, dividends & risks telegraph. A commitment to unbiased, client focused advice. Investment trusts are closed end funds and constituted as public limited companies. Taxation of investment trust companies overview lexispsl what is a reit? Blackrock throgmorton trusts. What is an investment trust? Alliance trust savings. In many respects, the investment trust was progenitor of company in u. A beginner's guide to investment trusts the telegrapha choice of over 400. What is an investment trust? J. An investment trust is a form of collective found mostly in the united kingdom. Read more aurora investment trust is managed with the same strategy and style as phoenix uk fund. P investment trust wikipedia en. For all of your financial decisionsbuilding better investment trust company. Learn more about reit investing & financial the blackrock throgmorton trust invests in mainly small and mid cap companies listed on london stock exchange, aiming to deliver attractive growth identifying great. A financial institution which issues its own share
Financial Market #1: Investment Funds [ETF, ReITs, InvITs], Debt, Equity, & Derivatives
 
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- since last three years, UPSC has asked barely 1-2 MCQs from the Finance, capital market and share market topics, therefore, we will only try to gather a working knowledge about these topics rather than pursuing technical accuracy or academic excellence. - There are two ways to start a company: debt and equity. - Debt instruments are further classified in 1) short-term instruments such as T-bills, Cash Management Bills (CMBs), Commercial papers, Promissory Notes, Certificate of Deposits - and Commercial Bill and 2) long-term instruments such as Loan, external commercial borrowing (ECB), Dated securities (G-Sec), Bonds (UK), Debentures (US), Municipal Bonds and Inflation Indexed Bonds - what is credit rating? Why does economic survey say that foreign credit rating agencies are having double standards for Indian sovereign bonds? - What is Bond Yield to maturity (YTM)? How is it related with RBI’s monetary policy and economic growth? - What was the impact of Donald Trump’s election and demonetisation on the yields of Indian government’s bonds. - What a coupon bonds, zero-coupon bonds, bearer bonds. Why is Fiat currency called “zero interest anonymous bearer bond? - Types of equity finance: Shares, preferential shares, venture capital funds and angel investors. What is seed capital and sweet equity? - Taxability on share dividend and bond interest? - Share: Face value, At par value, premium value, initial public offer (IPO), follow-on public offer, public issue, private issue, rights issue, preferential shares; Share buyback, share splitting, retained earnings - ADR- American depository receipts, global depository receipts (GDR), Bharat depository receipts (BhDR) - Types of mutual fund: net asset value (NAV), exit load. - Hedge funds and alternate investment funds. - Exchange Traded Funds (ETF), InvITs: infrastructure investment trusts, REITs: Real estate investment trusts, salient features and benefits. - Derivatives, securitisation, forward market, future market, spot market. Call option and Put Option. - SWAP agreements: Credit Default Swap, Currency Swap, Interest swap - Faculty Name: You know who - All Powerpoint available at http://mrunal.org/powerpoint - Exam-Utility: UPSC IAS IPS Civil service exam, Prelims, CSAT, Mains, Staff selection SSC-CGL, IBPS-PO/MT, IBPS-CWE, SBI PO & Clerk, RBI and other banking exams; LIC, EPFO, FCI & other PSU exams; CDS, CAPF and other defense services exams; GPSC, MPPCS, RPSC & other State PCS services exams with Indian Economy, Budget, Banking, Public Finance in its syllabus- with descriptive questions and answer writing.
Views: 143528 Mrunal Patel