It’s easy to be a “good investor” when everyone is making money. When the market is up 30% in a year, the odds are pretty good that you’ll enjoy logging into your TDAmeritrade account and watching the value of your positions increase. “Look at me,” you’ll chuckle to yourself, spreading your arms aloft in frontContinue reading “Back-Testing My Investing Thought Process During a Crisis”
We are living through history. And, as I suspect has been the case for most folks throughout history with a conscious feeling of “living through history,” it doesn’t feel great. The REIT Dude has been “sheltered in place” with Mrs. REIT Dude and Baby REIT Dude for a bit more than a month now. IContinue reading “The Peace that Comes from Dividend Investing”
The world continues to be frightening and feel insane. I, like many of you, am working from home for the next couple of weeks. It’s difficult to focus on work because I keep refreshing news sites and Google Finance, only to discover that San Francisco has a “shelter in place” order in effect, the marketContinue reading “Portfolio Haircuts and Dividend Investing in the Age of Social Distancing”
There’s a lot going in in the REIT Dude’s life right now. I have an incredible 2-month-old baby at home. I spend my days (and the occasional night and weekend) working in the corporate world. And, it lately seems, I spend the remainder of my time looking at market news and wondering if the worldContinue reading “Coronavirus and the REIT Dude’s Investments: Part 2”
First off, I apologize for the lapse in posting. Blogging about REITs and dividend investing may be a hobby, but I’ve also got a day job that can keep me preposterously busy from time to time. But, on the off-chance there are actually “fans” of this humble REIT blog who have been refreshing the pageContinue reading “We’re All Going to Die of Coronavirus and it’s Time to Freak the Fuck Out.”
Throughout human history, farmland has been one of the most popular investments. In many pre-industrial societies, it was essentially the only source of generational wealth. While today’s investor has infinitely more choices, farmland remains a compelling investment for many reasons: Land has a fundamental value, and there will always be demand for crops as longContinue reading “Be a Lazy Farmer with REITs, pt. 1: Farmland Partners, Inc. (FPI).”
Obviously REIT evaluation, like stock evaluation generally, is complex. There is really no end to the amount of data you can consider, analysis you can do, and so forth. Suffice it to say that I’m not going to be able to accurately or adequately sum up the entire process of REIT evaluation in a singleContinue reading “How to Evaluate a Potential REIT Investment: Evaluating Essex Property Trust, Inc. (ESS)”
Don’t worry about the lack of weekend posting friends. Rest assured the Dude is in the lab cooking up some ideas for future posts. Expect to start seeing some more detailed analysis of specific REITs on here soon!
Summit Industrial Income REIT Announces Timing of Fourth Quarter and Year-End 2019 Results (Yahoo! Finance). 3 High-Yielding REITs To Buy Today (Forbes).
For any reasonably aware investor, the first question for the REIT Dude would be “Why bother with any of this? Why not just invest in a low-cost S&P 500 index fund like SPY or, even better, a low cost total-market index fund like VTI/VTSAX? Why, You the Hypothetical Discerning Investor (“YTHDI”) might ask, should youContinue reading “Why Not Just Buy Index Funds?”