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04-28-2021, 08:38 PM
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#41
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Thinks s/he gets paid by the post
Join Date: Jul 2005
Location: Los Angeles area
Posts: 1,708
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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.
__________________
learn, work, save, invest, fire
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04-28-2021, 08:41 PM
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#42
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Thinks s/he gets paid by the post
Join Date: Dec 2018
Location: DuPage County IL
Posts: 2,727
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0%, AFAIK unless one our mutual funds holds shares in a related business.
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Rich
Ham Radio, Sport Pilot, RVer
FIRE: 8/11/2005, age 55y,1d
Dispatcher, then shift supv, then administrator for a regional 9-1-1 call center
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04-28-2021, 08:41 PM
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#43
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2016
Posts: 9,515
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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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04-28-2021, 09:24 PM
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#44
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Thinks s/he gets paid by the post
Join Date: Jan 2013
Posts: 3,413
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 Quote:
Originally Posted by sassnco
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.
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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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04-28-2021, 09:50 PM
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#45
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2007
Location: Independence
Posts: 7,297
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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.
__________________
"Be kind whenever possible. It is always possible." Dalai Lama
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04-28-2021, 10:40 PM
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#46
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Thinks s/he gets paid by the post
Join Date: Oct 2020
Location: Sugar Land, Texas
Posts: 1,245
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Does Fundrise count?
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04-29-2021, 12:37 AM
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#47
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Thinks s/he gets paid by the post
Join Date: Feb 2004
Location: Switzerland
Posts: 1,047
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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.
-BB
__________________
FIREd, April 1, 2015. My Retirement Benefits Package includes: 6 months vacation, twice a year.
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04-29-2021, 03:25 AM
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#48
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Moderator Emeritus
Join Date: May 2007
Posts: 12,901
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About 65% - commercial, residential, and farmland.
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04-29-2021, 03:35 AM
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#49
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Recycles dryer sheets
Join Date: Apr 2016
Location: Coastal CT
Posts: 238
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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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04-29-2021, 04:33 AM
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#50
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2015
Location: Michigan
Posts: 5,003
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Virtually 0.
__________________
"The mountains are calling, and I must go." John Muir
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04-29-2021, 07:12 AM
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#51
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2008
Location: On a hill in the Pine Barrens
Posts: 9,719
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Practically 5%. Most of that is VGSLX.
In a brokerage we hold O and HTA.
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04-29-2021, 07:21 AM
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#52
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Moderator
Join Date: Oct 2010
Posts: 10,723
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About 15% in the portfolio and 24% if I toss the house in the the portfolio.
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04-29-2021, 07:25 AM
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#53
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Full time employment: Posting here.
Join Date: Apr 2011
Location: Castro Valley
Posts: 788
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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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04-29-2021, 08:24 AM
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#54
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Recycles dryer sheets
Join Date: Nov 2017
Location: Green Bay
Posts: 226
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Zero
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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04-29-2021, 08:56 AM
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#55
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Apr 2012
Posts: 6,176
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REIT fund plus a small amount in a REIT stock = 3% of our investment portfolio.
__________________
FIREd date: June 26, 2018 - "This Happy Feeling, Going Round and Round!" (GQ)
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04-29-2021, 09:07 AM
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#56
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Recycles dryer sheets
Join Date: Nov 2012
Location: Kearneysville
Posts: 244
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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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04-29-2021, 08:44 PM
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#57
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Confused about dryer sheets
Join Date: Aug 2017
Location: Shenandoah Valley
Posts: 8
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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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04-29-2021, 09:06 PM
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#58
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Full time employment: Posting here.
Join Date: Feb 2017
Location: Severn
Posts: 947
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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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04-30-2021, 06:00 AM
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#59
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Full time employment: Posting here.
Join Date: May 2007
Posts: 883
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4.5% REIT Index fund
2.3% farm land trust deeds
2.2% mortgage dependent promissory notes
__________________
"It is better to have a permanent income than to be fascinating". Oscar Wilde
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04-30-2021, 06:25 AM
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#60
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 2,522
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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).
__________________
"Luck favors the prepared mind"
Pasteur
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