Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life.

#85. Everything you need to know about investing in real estate. The Mind Money Spectrum Podcast

Investing in real estate isn't bad, but that doesn't make it good.In this episode, Trishul and Aaron explore real estate as an asset class. They discuss individual investment properties, non-traded REITs, and publicly traded REITs. Real estate investments include equity and fixed income components, and they can have a low correlation to stocks and bonds. But it is the leverage that mortgages provide that makes all the difference. Even so, do you really need real estate in your portfolio?Episode ReferencesMMS #13. Is real estate just a real pain?Asset Return Assumptions(VNQ) Vanguard Real Estate ETF – Performance(VMBS) Vanguard Mortgage-Backed Securities ETF – PerformanceReal Estate Investment Trust (REIT)REIT DefinitionREIT Dividend Tax RatePodcast DescriptionWelcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.
  1. #85. Everything you need to know about investing in real estate.
  2. #84. Is the Yale Model dead?
  3. #83. Here's why commodities are an overrated investment.
  4. #82. Are you overlooking this stellar asset class?
  5. #81. Molly Laughter: Don't refinance those student loans until you listen to this episode.
  6. #80. When it comes to investing, this is THE ONE THING you don't want to mess up.
  7. #79. Tax-Loss Harvesting 101: Sidestep these mistakes with your DIY strategy.
  8. #78. It's not just for executives anymore. Uncover how you too can shelter over $100k a year.
  9. #77. What's the real limit on 401k contributions? It's much higher than you think.
  10. #76. Not all financial advice is created equal. Here's why.

Listen to all of our episodes on MindMoneySpectrum.com, or on your favorite Podcast App.


Do your finances and investments need a check-up?

Not sure how to begin? No problem. Schedule a free, no obligation 60-Minute Quick Start consultation with me, and we’ll go from there.