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Real Estate Investing

Everything is Correlated: Debunking the Sales Pitch of Private REITs, Syndicates, and Other High-Fee Real Estate Funds

January 5, 2022 By Jon Luskin 3 Comments

Twice now, clients have shown up for a portfolio review when holding Blackstone’s REIT fund. Depending on which version of this fund you have, you may pay between 1.25% and 1.50% in annual fees. That outrageous fee is in addition to a 12.5% performance fee for returns over five percent. Said simply: it’s expensive. Given […]

Future Housing Returns are Stark

August 25, 2021 By Jon Luskin 11 Comments

In the June 2021 issue of the Financial Planning Association’s Journal of Financial Planning, I wrote a short piece on housing. In the article, I pointed to the rise in prices. I argued that while housing has done well over the last couple of decades, that trend may not continue. Given that uncertainty, funding retirement […]

Is My California Rental Property Good for Retirement Income?

October 14, 2020 By Jon Luskin Leave a Comment

Here’s Nabeel’s question about his California rental property: I need some advice on my real estate investment. I have a rental property in a Los Angeles suburb with the following information: Metric$ / DateOriginal Loan Amount$249,000Current Principal Balance$214,363Interest Rate4.25%Loan Origination Date12/20/2017Maturity Date01/20/2033Gross Rent, Monthly~$1,920Property Management, Monthly~$120Property Value$473,000The number’s on Nabeel’s California rental property. My monthly […]

Direct Real Estate for Cash Flow in Retirement

June 30, 2020 By Jon Luskin 2 Comments

In a previous post, I discussed how stock market investing was superior to California real estate investing. This conclusion was based on the investment returns available with each strategy; in a flat out annualized returns vs. annualized returns comparison, the stock market outperformed. (Even in a successive analysis that considered leverage, stock market investing was […]

Rental Real Estate Investing Across the United States

June 26, 2020 By Jon Luskin 1 Comment

Previously, I wrote that stock market investing has historically outperformed rental real estate investing in California. (This is even the case when considering leverage: California rental property underperforms the stock market.) This conclusion applies not just to real estate in California, but anywhere with dense populations. This is because high population density creates a high […]

Why California Rental Property is Not a (Historically) Great Investment

August 21, 2018 By Jon Luskin 2 Comments

EXECUTIVE SUMMARY Investors in illiquid real estate should be compensated with investment returns above what U.S. stock market investors receive. This is because real estate is illiquid – whereas U.S. large cap stocks are highly liquid. Historically, U.S. stocks market investors received an investment return of roughly 10% per year. Therefore, investors in illiquid real estate should […]

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Jon Luskin, CFP®Follow

Hourly Advice for Do-It-Yourself Investors. "@Bogleheads® Live" host. Advice-Only #CFP®. #fiduciary. @SDFLC volunteer. Tweets ≠ Advice. https://t.co/GJqMxe3Uoj

Jon Luskin, CFP®
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Rick_FerriRick Ferri, CFA@Rick_Ferri·
10h

I had fun on this interview with Stan the Annuity Man who never once brought up annuities.

https://www.stantheannuityman.com/rickferri-funwithannuities

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MeasureTwiceMNYCody Garrett, CFP®️@MeasureTwiceMNY·
16h

Tomorrow (Wednesday)!

I am sharing the most commonly discovered financial planning opportunities.

https://twitter.com/i/spaces/1ynJOZYDbDzGR

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BlankenshipFPJim Blankenship@BlankenshipFP·
18h

Tax-Loss Harvesting Treasury Bond Index Funds in 2022 #PFshare via @JonLuskin https://jonluskin.com/tax-loss-harvesting-treasury-bond-index-funds-in-2022/

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Jon Luskin is a registered investment adviser in the states of Arizona, California, Louisiana, Massachusetts, New York, North Carolina, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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