Where Money, Investing, and Technology Meet
That’s the case with two “bonus” deals we’re featuring in the Co-Investing Club over the next 6 weeks. We’re investing with operators we already know and trust, in deals they’ve already been managing for 8-12 months and have already ironed out the kinks. Most of all, we prefer to only invest in “back door” deals with […]
Exciting news: after three years of prohibition, UK retail investors will again be able to buy exchange-traded notes (ETNs) linked to cryptocurrencies. The Financial Conduct Authority (FCA) lifts its ban on 8 October. Compliant products will likely hit mainstream brokers shortly thereafter. According to the FCA, 12% of UK adults own crypto assets (around seven […]
Hokey rhymes aside, it’s true. Here are a few examples of deep niche investments we’ve made in the Co-Investing Club, which come with high potential returns. Property Tax Abatements In exchange for setting aside some or all of the units in an apartment building for affordable housing, the operator gets a 50-100% break on property […]
For investors, that means better cash flow, lower cap rates, and higher property values. Fewer Buyers, Less Competition In both stocks and real estate, buyers get spooked and pull back in a weakening economy. Real estate investors face less competition and fewer bidding wars. They can make lowball offers to find distressed sellers, and close […]
Morgan Stanley’s Chief Investment Officer, Mike Wilson, has upended conventional wisdom surrounding the classic 60/40 portfolio, advocating instead for a 60/20/20 mix. Gold now joins bonds as a direct allocation for investors seeking resilience in a time of inflation and market volatility. A new framework from Morgan Stanley Instead of relying solely on bonds to […]
New contributor The Realist makes the case for a ‘When I Die’ file that gathers all your worldly financial, er, gumf in one place. Your heirs will thank you. Especially if you remember to tell them where to find it in advance… Who wants to spend whatever free time is left after work, sleep, feeding […]
The company’s work in artificial intelligence could usher in a new stage of hypergrowth for the social media giant. Meta Platforms (META 1.93%), one of the leading social media companies, went public in 2012. Since then, the stock has performed exceptionally well. Its returns over this period are well above those of broader equities. However, […]
Location Matters: Manhattan, Kansas vs. Manhattan, New York Income and net worth don’t stretch equally across the country. What feels like an upper middle class lifestyle in rural Kansas may barely cover rent in Manhattan, New York. Example: In Mississippi, the threshold for upper middle class is just $85,400 in annual household income. In expensive […]
Understanding your future expected returns is an important part of your investment plan. Your expected return is the average annual growth that you can reasonably hope your portfolio will deliver over time. It may be a real return of 4% per year, for example. With a credible expected return figure you can work out whether […]
Winners & Losers The OBBBA, like all major tax and spending changes, helps some people and hurts others. Real estate investors definitely come out ahead as winners. Whether you approve or disapprove, the IRS is about to enforce new tax rules. You need to understand them – and ideally optimize for them. Join Our Co-Investing […]
