Mebfaber.com Real Estate

Share:

Episode #75: Michael McDaniel, Riskalyze, “One Of The

7 days ago . 56 people watched

Are you interested in adding rental real estate to your portfolio? A recent white paper called ”The Rate of Return on Everything,” examined global asset class returns all the way back to 1870 and concluded that residential real estate, not equity, has been the best long run investment over the course of modern history.

Mebfaber See more...

Episode #317: Chris Cole, Artemis Capital Management, “You

8 days ago . 61 people watched

Right now, everyone’s racing to buy real estate. You talked about this dynamic, the Great Depression was stagflation. Everyone’s racing to buy real estate, everyone’s racing to buy stocks, everyone’s racing to buy crypto tokens. Well, think in the context of the GI coming back from World War II, in the mid-1940s. And the mid-1940s was

Mebfaber See more...

Episode #215: David Chan, FarmTogether, “How Do We Make

3 days ago . 58 people watched

The New York commercial real estate may be different from Phoenix residential and on and on and on. And so, the biggest challenge I think most people listening to this with farmland is traditionally real estate has a pretty heavy, not only institutional component, but every individual is familiar with it because they own a house.

Mebfaber See more...

Asset Allocation Strategies Meb Faber Research

2 days ago . 47 people watched

5% GSCI. 5% Gold. 5% Real Estate. Below are three charts. The first is returns vs. volatility, the second is returns vs. maximum drawdown, and the third is returns vs. Sharpe Ratio. As you can see, they all performed pretty similarly. People spend countless hours refining their beta allocation, but for buy and hold, these allocations were all

Mebfaber See more...

Episode #305: Marc Faber, The Gloom, Boom & Doom Report

8 days ago . 60 people watched

Real estate, you buy because you want to live somewhere and so forth. But you don’t buy it because it will go up in price. And stocks, nobody talked about stocks in the ’50s. This was an unknown subject. It came up in the late ’60s because there was an American technology boom. So that made stocks then famous in Europe.

Mebfaber See more...

Episode #301: Dr. Daniel Crosby, Orion Advisor Solutions

4 days ago . 57 people watched

Dr. Crosby: No, it was terrible, but to a person that they said that real estate was the best investment that they had ever made, and to a person, they said that some stock or other was the worst investment that they’ve ever made, and you look at the returns on real estate over the last 100 years, you know, Shiller did this whole thing, real

Mebfaber See more...

Investing In The Time Of Corona Meb Faber Research

4 days ago . 52 people watched

Oil, real estate, gold, and most financial assets slide as well. The summer brings some relief from the virus, and economies improve and markets stabilize. People sense the nightmare is over. However, by fall the virus reemerges, prompting despair amongst global citizens and markets decline to valuation levels not seen since the bottom of the

Mebfaber See more...

Episode #276: Craig Wichner, Farmland LP, “There’s $2.7T

2 days ago . 61 people watched

My family actually owns and manages a multi-family real estate apartment buildings growing up. Actually, my dad is a PhD in nuclear and chemical engineering and ran the electrical engineering division at Lawrence Livermore National Lab, and then nights and weekends, he’d be changing toilet plungers and fixing garage door openers at the

Mebfaber See more...

The Get Rich Portfolio Meb Faber Research

5 days ago . 42 people watched

To see the real-world power of this, look no further than Ronald Read, a janitor from Vermont who died in 2014 with an $8 million fortune. Obviously, a janitor’s salary isn’t going to go far, so this fortune came about through saving as much paycheck as possible, then routinely investing those savings into quality stocks.

Mebfaber See more...

Episode #254: Ken Nguyen, Republic “In The Past Ten Years

2 days ago . 60 people watched

Similar to the real estate platform that we recently added about two months ago, we have fundraised, sold out for four properties…for three properties. The fourth one is currently live, but we plan to do a lot more in 40 or 50 properties, at least in [inaudible 01:00:53].

Mebfaber See more...

Episode #319: Brandon Zick, Ceres Partners, “The Market Is

Just Now . 61 people watched

In commercial real estate, you probably don’t care for your office who you write the rent check to if it was KKR or Brookfield or someone else. They’re going to take your rent every month or they might even try to raise it. In farmland, the farmer does care who the landlord is because most buyers of that land will be other active farmers.

Mebfaber See more...

Episode #49: Steve Sjuggerud, Stansberry Research, “This

1 days ago . 59 people watched

Episode #49: Steve Sjuggerud, Stansberry Research, “This Is Not What The Peak Of A Bull Market Looks Like” Guest: Dr. Steve Sjuggerud. Steve is the editor of True Wealth, an investment advisory specializing in safe, alternative investments overlooked by Wall Street.It’s based on the simple idea that you don’t have to take big risks to make big returns.

Mebfaber See more...

Episode #314: Dan Morehead, Pantera Capital Management

Just Now . 55 people watched

The market is slowly recovering, everyone’s clamoring for, let’s see, mid-2000s commodities, real estate, emerging markets, the bricks. And then we have the big daddy, the global financial crisis in ’07, ’08. Walk us through sort of that time and then the origin story for you turning the page into this new chapter.

Mebfaber See more...

Episode #312: Carter Malloy, AcreTrader, “In A Couple Of

1 days ago . 59 people watched

Summary: In episode 312, we welcome our guest, Carter Malloy, founder and CEO of AcreTrader, a farmland real estate investment company offering low minimum, passive farm investments. In today’s episode, we’re talking all about farmland, an asset that’s historically been hard for investors to access, but Carter and AcreTrader are changing that.

Mebfaber See more...

Episode #180: Rodrigo Gordillo, ReSolve Asset Management

8 days ago . 57 people watched

And in periods of high growth and high inflation like we saw from ’99 to 2007, you’re gonna see commodities and real estate and emerging market bonds do really, really well. 1982 to 1990, when you have reducing or lowering interest rates and high growth, you’re gonna see developed equities and bonds do really well.

Mebfaber See more...

Episode #100: Elroy Dimson, London Business School, “High

Just Now . 60 people watched

Real estate is the bigger collectibles, some are smaller, but we’ll talk about real estate first. The aggregate value of domestic real estate is similar to the aggregate value worldwide of stocks and bonds. And if you added in commercial real estate, you’re adding even a little bit more on real estate.

Mebfaber See more...

Is Buying Stocks At An All-Time High A Good Idea

1 days ago . 48 people watched

So, I wanted to check it against lots of other assets such as commodities and real estate. The results below are confirming…and the best part is you’re only invested about a third of the time in each asset. (The average portfolio is an equal weight across stocks, foreign stocks, real estate, commodities, and gold.) Click to enlarge

Mebfaber See more...

Predicting Stock Market Returns Using The Shiller-CAPE: An

5 days ago . 59 people watched

Over the past 100 years, US stocks realised real capital gains of 7% per annum. No other asset class — neither bonds, cash, gold nor real estate — provided comparable return potential 1. Nevertheless, stock markets are subject to very strong fluctuations and the achievable returns depend largely on the time of investment. As such, the

Mebfaber See more...

Episode #309: Andrew Horowitz, Horowitz & Company, “I

3 days ago . 60 people watched

Episode #309: Andrew Horowitz, Horowitz & Company, “I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out” Guest: Andrew Horowitz is the President and Founder of Horowitz & Company, a Registered Investment Advisor.He has been managing money for individual and corporate clients since the late 1980‘s and has taken his disciplines derived from …

Mebfaber See more...

Episode #253: Carl Chang, Kairos Investment Management

4 days ago . 55 people watched

Summary: In episode 253 we welcome our guest, Carl Chang, founder and CEO of Kairos Investment Management.In today’s episode, we’re talking real estate. It’s not every day I get a chance to talk with a pizza entrepreneur, successful real-estate investment management firm CEO, or Federal Reserve Bank of San Francisco Board Member.

Mebfaber See more...

Episode #186: Carter Malloy, AcreTrader, “I Looked At

5 days ago . 56 people watched

Prior to AcreTrader, he was part of an equity investment firm for 5 years. Before joining in 2013, Carter was a Managing Director with Stephens Inc., a large private investment bank, where he was an equity research analyst focused on the Internet, Data & Analytics and Real Estate Processing sectors.

Mebfaber See more...

The Best Way To Add Yield To Your Portfolio Meb Faber

1 days ago . 55 people watched

(Granted this arguement also applies to the reality that it makes more sense to be active where active helps, ie private equity, small/foreign, absolute return, and real estate.) So, if I could tell you there is a way to add a little yield, but five or even ten percentage points to your annual returns?

Mebfaber See more...

Episode #322: Radio Show: Inflation Or Deflation

8 days ago . 48 people watched

Value stocks, dividend stocks, foreign stocks, real estate, all cruised through that sort of internet bust, but there were so many big, expensive names populating the market cap-weighted indices and if you were invested in any of the market cap-weighted indices, you really struggled in a 50% bear market during that period.

Mebfaber See more...

Episode #51: Mark Kritzman, Windham Capital Management

9 days ago . 55 people watched

Real estate being a very good example, private equity is another example, some hedge funds with lock-ups etc. And this really you know, gained a lot of attention during the financial crisis because a lot of funds could not meet their cashflow commitments. The problem is that liquidity is measured in different units than return and risk.

Mebfaber See more...

Episode #307: Vikram Mansharamani, Harvard Lecturer And

7 days ago . 56 people watched

There’s a reason why U.S. real estate markets are going crazy. I might be wrong, I suspect a contributing factor is the low cost of borrowing money. I suspect a lot of liquidity in the system means banks have to feel like they got to find places to deploy that capital and real estate, historically, before 2008, it was not safe as houses was

Mebfaber See more...

Episode #225: Eric Crittenden

9 days ago . 30 people watched

Episode #225: Eric Crittenden, Standpoint Asset Management, “I Enjoy Trying To Win A Marathon Rather Than Winning Sprints” Guest: Eric Crittenden is Chief Investment Officer of Standpoint Asset Management. He has over 20 years of experience designing and managing investment strategies, with an expertise in systematic trading in both mutual funds and hedge funds.

Mebfaber See more...

Episode #63: Gary Beasley And Gregor Watson, Roofstock

1 days ago . 55 people watched

Episode #63: Gary Beasley And Gregor Watson, Roofstock, “We’re Trying To Really Change The Way People Invest In Real Estate” Guest: Gary Beasley and Gregor Watson. Gary and Gregor are the CEO & Co-Founder and Chariman & Co-Founder, respectively, of Roofstock. Gary has spent most of his career building businesses in the real […]

Mebfaber See more...

Episode #290: Bill Smead, Smead Capital Management, “There

4 days ago . 61 people watched

Episode #290: Bill Smead, Smead Capital Management, “There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble” Guest: Bill Smead is the Chief Investment Officer for Smead Capital Management. He is the final decision-maker for investment and portfolio decisions and is responsible for reviewing the …

Mebfaber See more...

Episode #281: Adrian Helfert, Westwood Group, “We’re

8 days ago . 57 people watched

26:10 – Outlook for REITs and the real estate market overall; 29:08 – Investing in gold miners; 32:19 – Sentiment in Texas; 34:06 – What excites him going into 2021; 36:48 – The Meb Faber Show – Episode #172: Cam Harvey, Duke University, “This is a Time of Considerable Risk of a Drawdown” 38:04 – How Westwood approaches fees

Mebfaber See more...

Episode #320: Shonda Warner, Chess Ag Full Harvest

1 days ago . 51 people watched

The problem is because they both look bad at the same time. Usually, like late ’99, if you recall stocks, expensive, but bonds yielded like 4% or 5%. So there was an alternative and also real estate and foreign stocks were better. Therein lies the challenge and the opportunity for farmland.

Mebfaber See more...

Episode #31: Mark Yusko, Morgan Creek Capital Management

8 days ago . 57 people watched

The real reason they have that rule is because I believe the mutual fund lobby spends millions of dollars a year to make sure that rule exists because every dollar that goes into private equity or venture capital or real estate or any other asset, it’s coming right out of mutual funds.

Mebfaber See more...

Episode #115: Steve Glickman, Economic Innovation Group

9 days ago . 56 people watched

And those are mostly for kind of circumstantial reasons. One, community investment has typically met real estate investment. So, there’s a lot of muscle memory in that community about how to take advantage of tax incentive structures particularly for real estate. And two, kind of the obvious reason, that real estate is not going anywhere.

Mebfaber See more...

Episode #156: Steve Glickman, Develop LLC, “I Think There

8 days ago . 60 people watched

For real estate specifically, Steve describes the need for projects to fall under one of two categories, either 1) purchased for original use, or 2) must undergo substantial improvement. He then describes some of the rules surrounding other businesses, such as startups and existing businesses.

Mebfaber See more...

Episode #160: John Huber, Saber

9 days ago . 32 people watched

But real estate was a way for me to leverage the limited capital that I had. It was very limited at that time. And we set up a few small real estate partnerships, where we would buy single family homes, we would buy small multifamily properties, we bought some apartment buildings, and we had a small portfolio of properties that we managed.

Mebfaber See more...

Episode #185: Ben Claremon, Cove Street, “Value Investing

8 days ago . 60 people watched

All right. Let’s talk about investing. All right. So, you’re in school, business school, started writing, real estate, then started doing some old-school security analysis? Ben: Yes. So, my family is in the commercial real estate business and, as I said, I kinda got inoculated in value investing. Decided to try to get a job on the buy side.

Mebfaber See more...

Episode #293: Ted Seides, Capital Allocators, “I Want To

8 days ago . 59 people watched

So they’ll have portfolios that might be 80 to 100 managers that canvass U.S. equities, international equities, could be fixed income, venture capital, private equity, real estate, real assets, timber assets, energy assets, and then build a portfolio that way.

Mebfaber See more...

Episode #103: The Asset Allocation Pyramid Meb Faber

3 days ago . 54 people watched

The article, which we’ll put in the show notes, shows the average long-term yearly returns from residential real estate for the past 120 years, about 1.3%. Now that’s real after inflation, but really that’s kind of like a bond-like yield.

Mebfaber See more...

Episode #174: Amlan Roy, State Street Global Advisors

1 days ago . 54 people watched

So in the ’60s, ’70s, ’80s when real interest rates were 3%, 4%, 5% on long bonds, which are 10-year, 20-year, 15-year bonds, we built our basic theory and a paradigm where we said long-dated bonds are better matches for long-dated liabilities. And those long-dated bonds were giving you positive real

Mebfaber See more...

Episode #269: Scott Lynn, Masterworks, “I Think Art As An

3 days ago . 60 people watched

You can think of art advisors as somewhat synonymous to, like, real estate brokers and real estate. There’s auction houses, galleries, and then all these brokers in the middle. You definitely have to learn how to navigate that ecosystem. And the reality is personally, I made lots of mistakes. I have a top 100 collection now, really focused on

Mebfaber See more...

Episode #77: Tobias Carlisle, Carbon Beach Asset

8 days ago . 49 people watched

Are you interested in adding rental real estate your portfolio? A recent white paper called “The Rate of Return on Everything” examined global asset class returns all the way back to 1870 and concluded that residential real estate, not equity, has been the best long-run investment over the course of modern history.

Mebfaber See more...

Episode #169: Jeremy Jacobson, Go

9 days ago . 34 people watched

Real estate investment was really popular at the time. I started the hardcore savings in 2002, 2003. And housing prices were skyrocketing everywhere. And I looked at that and realized that I hated it, you know, the idea of landlording and so on just didn’t appeal to me at all. I knew nothing about investing at the time.

Mebfaber See more...

Episode #74: Jeff Sherman, DoubleLine, “There’s This ‘Buy

2 days ago . 64 people watched

The real estate sectors also one that’s extremely overvalued, and that makes complete sense to a blond guy. Right? These are the yield proxies where people have been going to get yield in marketplace, and so they’ve been a little bit agnostic to the valuation. I’d say utilities also with the low vol phenomenon we saw a couple years ago.

Mebfaber See more...

Episode #310: Kathryn Kaminski, AlphaSimplex, “When You’re

4 days ago . 63 people watched

Episode #310: Kathryn Kaminski, AlphaSimplex, “When You’re A Systematic Investor, Your Process Makes The Decision” Guest: As Chief Research Strategist at AlphaSimplex, Dr. Kathryn Kaminski conducts applied research, leads strategic research initiatives, focuses on portfolio construction and risk management, and engages in product development. Dr. Kaminski is a member of the […]

Mebfaber See more...

Episode #161: Brandon Zick, Ceres Partners, “In Row Crops

8 days ago . 60 people watched

Meb: Not to interrupt, but both commercial real estate and energy have shown throughout history to be, at times of stress, fairly correlated to the traditional capital markets of equities. Look at ’08. REITs had worse performance than stocks. I think REITs decline like 70% top to bottom and drawdown during the financial crisis.

Mebfaber See more...

Episode #78: Alex Rubalcava, Stage Venture Partners, “If

1 days ago . 59 people watched

Are you interested in adding rental real estate to your portfolio? A recent white paper called “The Rate of Return on Everything,” examined global asset class returns all the way back to 1870 and concluded that residential real estate, not equity, has been the best long-run investment over the course of modern history.

Mebfaber See more...

Episode #32: Guest: Brew And Brett, PeerStreet, “We Have

Just Now . 59 people watched

Episode #32: Guest: Brew and Brett, PeerStreet, “We Have Long-Term Aspirations of Disrupting the Entire Mortgage Finance and Securitization Market” Guests: Brew Johnson & Brett Crosby. Brew is the visionary leader behind PeerStreet. His experience in technology platforms, real estate and law culminated in the unique concept that is PeerStreet. Prior to PeerStreet, he […]

Mebfaber See more...

Episode #249: Ben Savage, Clocktower Technology Ventures

2 days ago . 57 people watched

One is real estate, to the extent, it’s a financial asset rather than a physical extended asset. And then the last is what we call the enterprise financial stack, which is essentially anything that would run up to a CFO, and a handful of other things attached to enterprises as financial entities, not just operating entities.

Mebfaber See more...

People also searched:

Realtor com official site 2 family homes   Realtor com official site 29566   Realtor com official site 93004   New listings realtor com   Realtor homes for sale   Realtor com 24153   Realtors listings houses   Realtor.com zillow  

About mebfaber.com real estate

“If real estate is all about “location, location, location,” investing may be all about “revenue, revenue, revenue.” As the shift toward globalization continues, the address of a company’s HQ has become less important to its growth prospects than where it makes money.” “The bottom line? Follow the money, not the mail.”

Website: mebfaber.com

Total: 48 New Post

FAQ?

Is real estate a good investment right now?

Real estate is generally a great investment option. It can generate ongoing passive income and can be a good long-term investment if the value increases over time.

How much can you make in real estate?

Real estate is often a referral-based business. Those who are involved in the business longer typically are the most successful. Those with 16 years or more experience earned the highest real estate income: approximately $78,850 on average.

What is the best real estate market?

Dallas tops the list of real-estate markets over the period studied, exhibiting strong price appreciation, while remaining a market in which investors saw strong rents relative to property values.

What is the most expensive real estate in the US?

Manhattan real estate is the most expensive in the US per square foot with some properties topping $10,000: Study. Move over San Francisco — the Big Apple tops Silicon Valley as most expensive place to live in the United States, a new study shows.

Popular Search