WCI #141: Private Real Estate Access Funds
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 16 January 2020
⏱️ 60 minutes
🧾️ Download transcript
Summary
This episode we discuss advantages and disadvantages of investing in private real estate access funds. What are the advantages of access funds over syndicated real estate deals? How much of your portfolio should be invested in private real estate funds? These are the types of questions that we discuss in this episode with Alan Donenfeld, founder of CityVest. https://www.whitecoatinvestor.com/cityvestarixa
Regular readers and listeners will know that I have been investing more and more in real estate the last few years. I am not a big fan of owning direct real estate and all the hassle that goes with that. But real estate can be a great addition to your portfolio. Most of the private real estate funds require an initial investment of $250K+. That is not feasible for most physicians, not to mention people typically want to dip their foot into real estate funds with a smaller amount of money. The big value of access funds is they provide you an opportunity to invest in private real estate by providing access at a decreased minimum amount. For those interested in investing in real estate this can be a great oppoortunity.
If you want to hear more about these types of investments that are discussed in this podcast, make sure you are signed up for the White Coat Investor newsletter https://www.whitecoatinvestor.com/free-monthly-newsletter/. You may already be part of our newsletter, but you may not be signed up for this Special Real Estate Opportunities list. It is totally free. You can opt out at any time. I'm not going to spam you. If you notice in any email I send you there is a real estate opportunities newsletter at the bottom that you can add. If you want to hear about these sorts of investments, I'll send you details as soon as I hear about them, so you can be one of the first to know.
If you're like most doctors, nobody taught you anything about personal finance or investing during your undergrad, professional school, or residency. And even though your family - and perhaps even your business - rely on you to be the Chief Financial Officer, you have never been given the tools to succeed. Enroll in WCI Financial Boot Camp, a FREE educational email series, and learn to convert your high income to wealth. You will learn the basics of investing, saving, insurance, and more. Your high income alone will not lead to financial success, but as always, we want to help you on your financial journey. Go to https://www.whitecoatinvestor.com/financialbootcamp to sign up today! You can do this and The White Coat Investor can help.
The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!
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Transcript
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| 0:00.0 | This is the White Coat Investor Podcast, where we help those who wear the white coat get a fair shake on Wall Street. |
| 0:06.0 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
| 0:12.0 | Here is your host, Dr. Jim Dolly. |
| 0:15.0 | This is White Coat Investor Podcast No 141, Access Funds. |
| 0:22.0 | Welcome back to the podcast. I missed you guys. I'm glad you're Number 141 access funds. |
| 0:22.6 | Welcome back to the podcast. |
| 0:23.7 | I missed you guys. |
| 0:24.6 | I'm glad you're still here. |
| 0:26.2 | You know who else I'm missing this week is my wife. |
| 0:28.4 | She's off touring in Vietnam as we record this. |
| 0:30.9 | So it's Katie Appreciation Week for me and all the kids as I try to |
| 0:35.0 | hold down this business by myself and try to hold down our household by |
| 0:39.6 | myself you forget how much your spouse is doing sometimes. |
| 0:42.6 | So this is a shout out for those of you who are not the high income professional, |
| 0:46.4 | but are the stay-at-home spouse supporting that family and that high-income professional. |
| 0:50.4 | Thank you for what you do. |
| 0:51.7 | If you're like most doctors, nobody taught you anything about personal finance or investing during your undergrad, professional school, or residency. |
| 0:59.0 | Even though your family and perhaps even your business rely on you to be the chief financial officer, you have never been given the tools to succeed. |
| 1:07.0 | Enroll in WCI Financial Boot Camp, a free educational email series and learn to convert your high income to wealth. |
| 1:14.4 | You will learn the basics of investing, saving, insurance, and more. Your high income alone |
| 1:19.4 | will not lead to financial success, but as always we want to help you on your financial journey |
| 1:23.9 | go to white code investor.com slash financial boot camp to sign up today you can do this |
... |
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