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Old 04-28-2021, 08:38 PM   #41
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0% recently, but as high as 100% in REITs in 1999-2005 when they became very undervalued compared to just about every other sector of the market. I credit Ralph Block's book on REITs and his presence on the old Motley Fool early retirement boards with giving me enough knowledge to do this.
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Old 04-28-2021, 08:41 PM   #42
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0%, AFAIK unless one our mutual funds holds shares in a related business.
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Old 04-28-2021, 08:41 PM   #43
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NW portfolio real estate percentage is ~15%. My real estate is non income property, and I never use NW, as a yard stick for my portfolio value.
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Old 04-28-2021, 09:24 PM   #44
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Quote:
Originally Posted by sassnco View Post
I am looking at mostly passive RE investments, but also am interested in adding active RE (directly in my portfolio) if I can afford it.
It looks like you are in Colorado. Rentals just do not make sense anywhere in Colorado right now. You will have a strongly negative cash flow and compete with owner occupants to pay top dollar. Unless you like dealing with tenants, managing repairs and doing the leasing (i.e. having a job), I wouldn't consider doing this anyway. I'm not a fan of REITs either, because their returns are not great. For most people, their returns will be higher and their investing less taxing if they stick to equities and maybe some bonds.
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Old 04-28-2021, 09:50 PM   #45
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We've sold some places and plan to be selling more. Currently, not counting our homes in net worth, we have about 23% in our rental apartments (more actually - values are the tax man's "true cash" value which is way light). Property loans and contracts are about 18.3%, so we are about 41% in real estate or real estate secured investments. As mentioned above, real estate has been very very good to us.

That said, after 6 months in La Quinta Ca, we are headed back to Oregon this Saturday, and I have 2 refrigerators (woohoo - first floor!) and a stove to replace immediately. At 71, I'm getting too old for this chit, and I really don't need to be doing it.
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Old 04-28-2021, 10:40 PM   #46
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Does Fundrise count?
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Old 04-29-2021, 12:37 AM   #47
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Since I, along with 70% of other residents here, rent my home, I intentionally invest in US REITS, somewhere around 10% of my total portfolio.

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Old 04-29-2021, 03:25 AM   #48
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About 65% - commercial, residential, and farmland.
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Current AA: real estate 64% / equities 10% / fixed income 16% / cash 10%
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Old 04-29-2021, 03:35 AM   #49
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Roughly 35% between, REIT's and private RE funds. The latter I am slowly reducing to move more to REIT's and preferred stocks of REIT's.
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Old 04-29-2021, 04:33 AM   #50
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Old 04-29-2021, 07:12 AM   #51
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Practically 5%. Most of that is VGSLX.
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Old 04-29-2021, 07:21 AM   #52
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About 15% in the portfolio and 24% if I toss the house in the the portfolio.
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Old 04-29-2021, 07:25 AM   #53
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Investment Portfolio: 43% RE (3 rentals), 25% Stocks, 23% Bonds, 9% Cash.

RE was about 25% because I bought them during the crash. They have tripled in price since. Stocks have shot up too, but I have countered that with some rebalancing.
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Old 04-29-2021, 08:24 AM   #54
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We have periodically owned REITs through the years but they were a casualty of simplifying our holdings a few years ago. Physical real estate assets have never been part of our investments.
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Old 04-29-2021, 08:56 AM   #55
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REIT fund plus a small amount in a REIT stock = 3% of our investment portfolio.
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Old 04-29-2021, 09:07 AM   #56
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0%, unless you include the land I just bought for my retirement house.

I have never been able to get comfortable with real estate, as it seems to quickly move from bubble to bust. And I have never had any interest in being a landlord.

I know there are many that have killed it in real estate, but I am conservative by nature and am more than happy with the market returns over the last 30 years.
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Old 04-29-2021, 08:44 PM   #57
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About 20% in farm land that is cash rented. I treat this as a portion of my fixed income investments. The rental income covers about 50% of our annual expenses.
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Old 04-29-2021, 09:06 PM   #58
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Thought I posted before. 18% in REITS (Triple Net Lease, Cell Tower, Prison, Agency backed, Low income Housing, Mall, Mortgage, Data Center) 12 positions with a total annualized return of 5.84%. A couple suspended their dividends due to Covid/politics (Mall and Prison) which brought the performance down. The highest pays monthly dividends with an annualized yield of 14.31%.
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Old 04-30-2021, 06:00 AM   #59
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4.5% REIT Index fund
2.3% farm land trust deeds
2.2% mortgage dependent promissory notes
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Old 04-30-2021, 06:25 AM   #60
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We have 10% of our portfolio in Alternative Investments, 3.33% in Reits(VNQ), 3.33% in Emerging Markets(VWO) and 3.33% in Commodities(PRNEX/XLB).
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