Real Estate Investing
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Multifamily
June 2012
The California Apartment Market – Past and Present
Analysis of the apartment investment market: 2002-2012. Explains stock hedging strategy & the current market environment.
September 2011
Managing the Risks of Retirement Finances:Focus on Inflation Part II
The performance of stocks, various types of bonds, and the different categories of real estate relative to inflation.
June 2009
Unexpected inflation's effects on real estate returns.
Shows how returns on apartments and commercial real estate react to an unexpected high inflation scenario. Also discusses potential market manipulations by govt.
March 2009
Real Estate Investment Looks Smart Again + Strategy Update & 4 Year Client Returns Review
Analysis of real estate market conditions. Plus an update on equity investing strategy and the past 4 years' results.
September 2006
Updates
U.S. Real Estate Market Analysis plus notes on the Stock Market and Thailand
July 2005
Investing in Fundamental Trends
Discusses the impact of China and the coming wave of retirees on Real Estate investing.
December 2004
Update on Phoenix - a look at 2004 & 2005
Phoenix apartment and single family home markets.
October 2004
Residential Real Estate Market News
Current market conditions and key market analysis.
July 2004
The Case for Selling Real Estate in California
Explains the relationships between appreciation, capitalization rates, interest rates and returns. Compares potential returns in CA to alternatives.
April 2004
Focus on Las Vegas
Las Vegas Apartment and Single Family Home Markets
December 2003
Focus on Phoenix
Phoenix Apartment Market
October 2003
Residential Real Estate Market News
Current market conditions and key market analysis
April 2003
Residential Real Estate Market News
A Summary of the Market in 2002 and Suggestions for Investing in 2003
February 2003
The Mobile Home Park Niche: Pro’s & Con’s
Comparison of Mobile Home Parks to Apartments as Investments.
October 2002
CA Residential R.E. Market News
What's going on in the market.
The California Apartment Market – Past and Present
Analysis of the apartment investment market: 2002-2012. Explains stock hedging strategy & the current market environment.
September 2011
Managing the Risks of Retirement Finances:Focus on Inflation Part II
The performance of stocks, various types of bonds, and the different categories of real estate relative to inflation.
June 2009
Unexpected inflation's effects on real estate returns.
Shows how returns on apartments and commercial real estate react to an unexpected high inflation scenario. Also discusses potential market manipulations by govt.
March 2009
Real Estate Investment Looks Smart Again + Strategy Update & 4 Year Client Returns Review
Analysis of real estate market conditions. Plus an update on equity investing strategy and the past 4 years' results.
September 2006
Updates
U.S. Real Estate Market Analysis plus notes on the Stock Market and Thailand
July 2005
Investing in Fundamental Trends
Discusses the impact of China and the coming wave of retirees on Real Estate investing.
December 2004
Update on Phoenix - a look at 2004 & 2005
Phoenix apartment and single family home markets.
October 2004
Residential Real Estate Market News
Current market conditions and key market analysis.
July 2004
The Case for Selling Real Estate in California
Explains the relationships between appreciation, capitalization rates, interest rates and returns. Compares potential returns in CA to alternatives.
April 2004
Focus on Las Vegas
Las Vegas Apartment and Single Family Home Markets
December 2003
Focus on Phoenix
Phoenix Apartment Market
October 2003
Residential Real Estate Market News
Current market conditions and key market analysis
April 2003
Residential Real Estate Market News
A Summary of the Market in 2002 and Suggestions for Investing in 2003
February 2003
The Mobile Home Park Niche: Pro’s & Con’s
Comparison of Mobile Home Parks to Apartments as Investments.
October 2002
CA Residential R.E. Market News
What's going on in the market.
Commercial - NNN leased property
September 2011
Managing the Risks of Retirement Finances:Focus on Inflation Part II
The performance of stocks, various types of bonds, and the different categories of real estate relative to inflation.
December 2009
Investing in Triple Net Leased Commercial Real Estate - Why and How
Explains why NNN property is an attractive substitute for bonds in your portfolio and how to evaluate these properties.
June 2009
Unexpected inflation's effects on real estate returns.
Shows how returns on apartments and commercial real estate react to an unexpected high inflation scenario. Also discusses potential market manipulations by govt.
September 2006
Updates
U.S. Real Estate Market Analysis plus notes on the Stock Market and Thailand.
July 2005
Investing in Fundamental Trends
Discusses the impact of China and the coming wave of retirees on Real Estate investing.
March 2003
Triple Net Lease Properties: Pro’s and Con’s
A Primer on Investing in Single Tenant Triple Net Leased Property.
Managing the Risks of Retirement Finances:Focus on Inflation Part II
The performance of stocks, various types of bonds, and the different categories of real estate relative to inflation.
December 2009
Investing in Triple Net Leased Commercial Real Estate - Why and How
Explains why NNN property is an attractive substitute for bonds in your portfolio and how to evaluate these properties.
June 2009
Unexpected inflation's effects on real estate returns.
Shows how returns on apartments and commercial real estate react to an unexpected high inflation scenario. Also discusses potential market manipulations by govt.
September 2006
Updates
U.S. Real Estate Market Analysis plus notes on the Stock Market and Thailand.
July 2005
Investing in Fundamental Trends
Discusses the impact of China and the coming wave of retirees on Real Estate investing.
March 2003
Triple Net Lease Properties: Pro’s and Con’s
A Primer on Investing in Single Tenant Triple Net Leased Property.
Single Family Homes
December 2022
Estimating Housing Appreciation for the San Francisco Area
Presents a model of house prices with their likely near term path, and updates performance for the Defensive Equity portfolio.
June 2021
Rootless Renters – The Remote Work Rental Market
Analyzes a new set of real estate investment opportunities created by the pandemic. Also includes a discussion of inflation’s rising impact on investing strategies.
March 2018
Short Term Income Portfolio Strategy and Performance
Update on Short Term Income Strategy and discussion of major factors effecting markets and housing.
September 2011
Managing the Risks of Retirement Finances:Focus on Inflation Part II
The performance of stocks, various types of bonds, and the different categories of real estate relative to inflation.
December 2010
Investing in Foreclosures
Explains the economics of foreclosure investing and investing with private foreclosure funds.
March 2009
Real Estate Investment Looks Smart Again + Strategy Update & 4 Year Client Returns Review
Analysis of real estate market conditions. Plus an update on equity investing strategy and the past 4 years' results.
December 2007
Managing Home Equity to Build Wealth Part 2
Explains the Rex Agreement and how to use it to increase returns on capital tied up in your house
October 2006
New Mexico Real Estate Update
Updates our 2005 report on the market in Rio Rancho N.M.
March 2006
Using Innovation to Boost Development Profits
How to earn high returns building houses in Hawaii using new methods from Prefab LAB
February 2006
Accessing Home Equity for Retirement
Analysis of choices (including selling) in using home equity to fund retirement spending
August 2005
Hawaiian Vacation Homes
Background Information and Recommendations for Investing in Hawaiian Vacation Property
June 2005
Investing in New Construction in New Mexico
Provides information about investing in new developments in Rio Rancho and Albuquerque.
December 2004
Update on Phoenix - a look at 2004 & 2005
Phoenix apartment and single family home markets.
October 2004
Residential Real Estate Market News
Current market conditions and key market analysis.
April 2004
Focus on Las Vegas
Las Vegas Apartment and Single Family Home Markets
March 2004
Investing in Single Family Homes
Why, where, and how to invest in single family homes.
June 2003
Housing vs. Investment Property – The Role of Interest Rates and Expectations
Analysis of the how the cost of capital and expectations are affecting price moves and the potential for a burst bubble.
September 2002
More Bubble Trouble
Housing bubble impact on Investors
Estimating Housing Appreciation for the San Francisco Area
Presents a model of house prices with their likely near term path, and updates performance for the Defensive Equity portfolio.
June 2021
Rootless Renters – The Remote Work Rental Market
Analyzes a new set of real estate investment opportunities created by the pandemic. Also includes a discussion of inflation’s rising impact on investing strategies.
March 2018
Short Term Income Portfolio Strategy and Performance
Update on Short Term Income Strategy and discussion of major factors effecting markets and housing.
September 2011
Managing the Risks of Retirement Finances:Focus on Inflation Part II
The performance of stocks, various types of bonds, and the different categories of real estate relative to inflation.
December 2010
Investing in Foreclosures
Explains the economics of foreclosure investing and investing with private foreclosure funds.
March 2009
Real Estate Investment Looks Smart Again + Strategy Update & 4 Year Client Returns Review
Analysis of real estate market conditions. Plus an update on equity investing strategy and the past 4 years' results.
December 2007
Managing Home Equity to Build Wealth Part 2
Explains the Rex Agreement and how to use it to increase returns on capital tied up in your house
October 2006
New Mexico Real Estate Update
Updates our 2005 report on the market in Rio Rancho N.M.
March 2006
Using Innovation to Boost Development Profits
How to earn high returns building houses in Hawaii using new methods from Prefab LAB
February 2006
Accessing Home Equity for Retirement
Analysis of choices (including selling) in using home equity to fund retirement spending
August 2005
Hawaiian Vacation Homes
Background Information and Recommendations for Investing in Hawaiian Vacation Property
June 2005
Investing in New Construction in New Mexico
Provides information about investing in new developments in Rio Rancho and Albuquerque.
December 2004
Update on Phoenix - a look at 2004 & 2005
Phoenix apartment and single family home markets.
October 2004
Residential Real Estate Market News
Current market conditions and key market analysis.
April 2004
Focus on Las Vegas
Las Vegas Apartment and Single Family Home Markets
March 2004
Investing in Single Family Homes
Why, where, and how to invest in single family homes.
June 2003
Housing vs. Investment Property – The Role of Interest Rates and Expectations
Analysis of the how the cost of capital and expectations are affecting price moves and the potential for a burst bubble.
September 2002
More Bubble Trouble
Housing bubble impact on Investors
Exchanges and Taxation
March 2019
Taking the 20% Business Income Tax Deduction
Explains how to qualify for the 20% income deduction on real estate. Also includes an update on the Short Term Income Strategy.
June 2006
Postponing Tax by Attempting an Exchange
Explains a useful quirk in the tax code and a new financial tool for hedging house price risk
November 2002
A Tale of 3 Properties
Valuation and Returns Analysis
November 2002
Exchange Case Study
Application of valuation and returns analysis to 3 properties to show how to decide when it is optimal to exchange one property for another.
October 2002
Tax Deferral Article
An analysis of the effects of the tax advantages of real estate on wealth accumulation.
September 2002
Bubble Trouble Article
Housing bubble impact on Investors
Taking the 20% Business Income Tax Deduction
Explains how to qualify for the 20% income deduction on real estate. Also includes an update on the Short Term Income Strategy.
June 2006
Postponing Tax by Attempting an Exchange
Explains a useful quirk in the tax code and a new financial tool for hedging house price risk
November 2002
A Tale of 3 Properties
Valuation and Returns Analysis
November 2002
Exchange Case Study
Application of valuation and returns analysis to 3 properties to show how to decide when it is optimal to exchange one property for another.
October 2002
Tax Deferral Article
An analysis of the effects of the tax advantages of real estate on wealth accumulation.
September 2002
Bubble Trouble Article
Housing bubble impact on Investors
For Investors in Japan
July 2009
Japanese Tax Benefits of CA Foreclosures v2
Explains how the combination of a quirk in Japanese tax law and foreclosure pricing can provide big returns for taxpayers in Japan
Japanese Tax Benefits of CA Foreclosures v2
Explains how the combination of a quirk in Japanese tax law and foreclosure pricing can provide big returns for taxpayers in Japan
Thailand Real Estate
September 2006
Updates
U.S. Real Estate Market Analysis plus notes on the Stock Market and Thailand
August 2006
Thai Development Fund Offering
Provides a summary of a fund set up to invest in land in Thailand
May 2006
Thailand: Focus on Koh Samui
Demand versus Supply and the expected appreciation on Koh Samui
April 2006
Thailand: Focus on Pattaya
Demand versus Supply and the expected appreciation in Pattaya
December 2005
Real Estate in Thailand III - Risk Analysis
Analysis of the risks investing in real estate in Thailand
November 2005
Real Estate in Thailand II - Investment Thesis
Details of why Thailand is a great place to invest right now.
October 2005
Real Estate in Thailand Part 1 - Introduction
Background and Geography of Thailand Real Estate Market
Updates
U.S. Real Estate Market Analysis plus notes on the Stock Market and Thailand
August 2006
Thai Development Fund Offering
Provides a summary of a fund set up to invest in land in Thailand
May 2006
Thailand: Focus on Koh Samui
Demand versus Supply and the expected appreciation on Koh Samui
April 2006
Thailand: Focus on Pattaya
Demand versus Supply and the expected appreciation in Pattaya
December 2005
Real Estate in Thailand III - Risk Analysis
Analysis of the risks investing in real estate in Thailand
November 2005
Real Estate in Thailand II - Investment Thesis
Details of why Thailand is a great place to invest right now.
October 2005
Real Estate in Thailand Part 1 - Introduction
Background and Geography of Thailand Real Estate Market
Other Real Estate Topics
March 2020
Pandemic Economics and Financial Market Response
Explains the economic and financial market problems created by the Coronavirus and how these problems will be overcome.
June 2009
Unexpected inflation's effects on real estate returns.
Shows how returns on apartments and commercial real estate react to an unexpected high inflation scenario. Also discusses potential market manipulations by govt.
September 2007
Mortgage Market Meltdown
Explains the Credit Market crisis and its implications for Real Estate, Stocks and Bonds
January 2007
2007 Trends Analysis and Forecast
My Analysis and Outlook for Real Estate, Stocks and Bonds for 2007
March 2006
Using Innovation to Boost Development Profits
How to earn high returns building houses in Hawaii using new methods from Prefab LAB
July 2005
Investing in Fundamental Trends
Discusses the impact of China and the coming wave of retirees on Real Estate investing.
May 2005
Assessing Real Estate Values
The financial analysis behind the short cut test for overpriced real estate
September 2004
Thoughts on Economic Trends
Analyzes events and trends for real estate investing implications.
August 2004
Launch of Expanded Services
Explains our services, including exchanges, asset management and retirement/financial planning
May 2004
Pooled Investment: A Primer
Explains Real Estate Partnership Investing versus Direct Investment
February 2004
Primer on Real Estate Risk
Definitions of risk, types & sources of risk, and how to manage and/or mitigate risk.
January 2004
Primer for Calculating Real Estate Returns
Definitions of return measures and how to forecast returns
November 2003
Maximizing Returns on Equity - Why and How
Financial management concepts for maximizing wealth
September 2003
Anatomy of a Deal Part III: Financing
Dealing with banks and brokers: How to get the best loan for you.
August 2003
Anatomy of a Deal Part II: Contract Contingencies
Explanation of the use of Contingency Clauses in Contracts.
July 2003
Anatomy of a Deal Part I: Getting into Contract
Explanation of Purchase Contract negotiations and key terms.
June 2003
Housing vs. Investment Property – The Role of Interest Rates and Expectations
Analysis of the how the cost of capital and expectations are affecting price moves and the potential for a burst bubble.
May 2003
Opportunity Costs and the Average Investor
A Look at Some Potential Pitfalls in Real Estate Investing
January 2003
When to use Leverage to Boost Returns
Mathematical Analysis of when Leverage works for or against you
December 2002
A Quick Test of a Bubble Investment
Rule of Thumb to avoid overpaying
November 2002
A Tale of 3 Properties
Valuation and Returns Analysis
September 2002
Bubble Trouble Article
Housing bubble impact on Investors
Pandemic Economics and Financial Market Response
Explains the economic and financial market problems created by the Coronavirus and how these problems will be overcome.
June 2009
Unexpected inflation's effects on real estate returns.
Shows how returns on apartments and commercial real estate react to an unexpected high inflation scenario. Also discusses potential market manipulations by govt.
September 2007
Mortgage Market Meltdown
Explains the Credit Market crisis and its implications for Real Estate, Stocks and Bonds
January 2007
2007 Trends Analysis and Forecast
My Analysis and Outlook for Real Estate, Stocks and Bonds for 2007
March 2006
Using Innovation to Boost Development Profits
How to earn high returns building houses in Hawaii using new methods from Prefab LAB
July 2005
Investing in Fundamental Trends
Discusses the impact of China and the coming wave of retirees on Real Estate investing.
May 2005
Assessing Real Estate Values
The financial analysis behind the short cut test for overpriced real estate
September 2004
Thoughts on Economic Trends
Analyzes events and trends for real estate investing implications.
August 2004
Launch of Expanded Services
Explains our services, including exchanges, asset management and retirement/financial planning
May 2004
Pooled Investment: A Primer
Explains Real Estate Partnership Investing versus Direct Investment
February 2004
Primer on Real Estate Risk
Definitions of risk, types & sources of risk, and how to manage and/or mitigate risk.
January 2004
Primer for Calculating Real Estate Returns
Definitions of return measures and how to forecast returns
November 2003
Maximizing Returns on Equity - Why and How
Financial management concepts for maximizing wealth
September 2003
Anatomy of a Deal Part III: Financing
Dealing with banks and brokers: How to get the best loan for you.
August 2003
Anatomy of a Deal Part II: Contract Contingencies
Explanation of the use of Contingency Clauses in Contracts.
July 2003
Anatomy of a Deal Part I: Getting into Contract
Explanation of Purchase Contract negotiations and key terms.
June 2003
Housing vs. Investment Property – The Role of Interest Rates and Expectations
Analysis of the how the cost of capital and expectations are affecting price moves and the potential for a burst bubble.
May 2003
Opportunity Costs and the Average Investor
A Look at Some Potential Pitfalls in Real Estate Investing
January 2003
When to use Leverage to Boost Returns
Mathematical Analysis of when Leverage works for or against you
December 2002
A Quick Test of a Bubble Investment
Rule of Thumb to avoid overpaying
November 2002
A Tale of 3 Properties
Valuation and Returns Analysis
September 2002
Bubble Trouble Article
Housing bubble impact on Investors