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Stay Wealthy Retirement Podcast

Investing in Real Estate: Key Findings from a Comprehensive 22-Year Study

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Investing, Business

4.7678 Ratings

🗓️ 30 November 2021

⏱️ 10 minutes

🧾️ Download transcript

Summary

Today I'm sharing key findings from a 22-year study on investing in real estate.

In general, there are three primary ways you can invest in real estate:

  1. Direct ownership
  2. Listed real estate
  3. Unlisted real estate 

Most investors agree that allocating to real estate is prudent.

But they don't always agree on the best investment vehicle to use.

If you continue to wrestle with how to invest in real estate, you'll enjoy the recent results I'm sharing from a 22-year study on this popular asset class.

👉  Click Here to Access Show Notes and Links for This Episode

*** NOTE: The show notes page I reference in the audio of this episode is incorrect. The correct episode number is 135 and the show notes can be found by going to www.youstaywealthy.com/135 ***

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the state wealthy podcast. I'm your host Taylor Schulte and today I'm sharing some

0:09.3

updated research on investing in real estate. In general, there are three primary ways that you

0:15.0

can invest in this asset class. Number one, direct ownership. This could be a primary home or

0:20.4

investment property. Number two,

0:22.6

listed real estate like publicly traded real estate investment trusts or reeds. Or three,

0:29.0

private or unlisted real estate like a non-traded reed. Most investors agree that allocating

0:35.2

to real estate is prudent, but what they don't agree on

0:38.1

is which vehicle makes the most sense.

0:40.7

So if you continue to wrestle with how to invest in real estate, you'll enjoy the recent results

0:45.9

that I'm sharing today from a 22-year study on this popular asset class.

0:51.2

For all the links and resources mentioned, head over to you staywealthy.com forward

0:55.1

slash 134. Real estate investment trusts commonly referred to as REITs were established by Congress

1:03.9

in 1960, and the purpose was to give all investors, especially the average American, access to these income-producing

1:11.9

commercial real estate properties that had previously only been available to large financial

1:17.0

institutions and wealthy individuals. The first REIT index was launched in 1972, and the first mutual

1:24.1

fund came alive in 1985. Today, almost half of all American households own

1:30.7

reits in some shape or form, and collectively, the entire reet market represents about

1:36.1

$3.5 trillion across 500,000 properties here in the United States. While reits are often

1:43.5

compared to residential real estate

1:45.1

when having performance conversations, there are some glaring differences. For example, by

1:49.8

definition, a reet is technically a company that owns, operates, or finances income-producing

1:57.1

real estate. And these reits invests in a wide scope of real estate property types,

...

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