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  1. W

    Portfolio Balancing w/ Investment Real Estate

    Thanks again for all the great ideas and input!
  2. W

    Portfolio Balancing w/ Investment Real Estate

    Koolau and Calmloki, Thank you for your replies, insights, and suggestions. Real estate has been good to us and I strongly agree: there should be a few more boxes added to investment calculators to account for investment real estate. I will be looking to an exit strategy in the not too...
  3. W

    Portfolio Balancing w/ Investment Real Estate

    Thanks for your reply and the link. The thread seemed to be mostly about a personal home/second property. Accounting for investment real estate in a portfolio always seems to make people shuffle their feet and draw blanks! I'm still not sure why! It creates income, it appreciates, and our net...
  4. W

    Portfolio Balancing w/ Investment Real Estate

    My question: How do you treat investment real estate in the overall balancing of your portfolio? Does real estate act similarly to bonds as an overall buffer to the volatility of stocks? Our investment real estate currently makes up 75% of our overall portfolio, and fully funds our...
  5. W

    Hi, new here, maybe in the right place though!

    'Gotta love a bunch of people who rally around someone in need. As they say in OZ: Good on ya everyone! I don't have the exact numbers to quote, but the death rate amongst adult-child caregivers is through the roof. Perhaps you might want to temper your need to care for Mom with a look over...
  6. W

    A Decision Analysis approach to SWR choices

    Rich...thanks for the "tool". For me, it illuminates the simple fact that quantity (SWR) does not necessarily lead to higher quality (FIRE).
  7. W

    Interviewing Realtors

    How 'bout interviewing a few of your prospective realtors clients? See what sort of picture they paint. Also, know your responsibilities as to disclosures etc. The ultimate responsibility (at least in CA) falls on the seller. We bought a property in which the "Mrs. Butterbreast" realtor actively...
  8. W

    Hi everyone!!!

    Martha...were you able to do an exchange into the partnership/LLC? (Seems like the timing would be very tricky.) Did you get out of the rentals due to tenant issues?
  9. W

    Hi everyone!!!

    Thanks for the welcome and the information. I was finally able to start a new topic under Hi, I am, and duplicated the post. I believe I was having a cookie problem. I was figuring that we would initially use the retirement portfolio and hold the real estate for the equity in the future. Rental...
  10. W

    Hi everyone!!!

    My first attempt to start a new thread was thwarted and I ended up posting a reply to the first Hi, I am... on the page. Sorry for the duplicate post. Hi everyone! I'm Michael, and I'm.......an aspiring - perhaps un-proclaimed - FIRE'er! (Sounds like the intro into a 12 step program!) Can this...
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