risk-adjusted returns

I've just wrapped up an incredible chat with Stefan Tsvetkov, the mastermind behind RealtyQuant. I'm thrilled to share some eye-opening insights from our latest podcast episode that I'm sure will pique your curiosity and maybe even transform the way you think about property investment.

🏢 The Art of Data-Driven Deals
Stefan, a whiz in financial engineering, has taken the leap from Wall Street to Main Street, applying his quantitative prowess to the real estate market. He's all about finding those hidden gems with minimal fuss but maximum returns. Imagine snagging a 26-unit apartment complex without the headache of major renovations and watching your investment soar – that's Stefan's playground.

🔍 On-Market vs. Off-Market Secrets
We dove deep into the nitty-gritty of sourcing deals. Stefan's got a knack for sifting through on-market listings to uncover undervalued opportunities that many might overlook. But it's his strategy for off-market deals that's truly ingenious – a blend of data analysis and personal outreach that pinpoints properties ripe for value addition.

📊 Risk and Reward Reimagined
Risk is a big deal in investing, and Stefan doesn't shy away from it. He's developed a methodical way to score risk across 11 categories, ensuring that every investment is not just about the potential gains but also about understanding and managing the potential downsides.

🎲 Betting on Real Estate?
Ever heard of the Kelly Criterion? Stefan's adapting this betting strategy to real estate, balancing the scales between risk and reward to optimize investment returns. It's about making smart bets in the property market, and Stefan's approach could be a game-changer.

🧠 Intuition Meets Data
In a world where data is king, Stefan still values the human touch. He believes in the power of gut instinct, especially when it's backed by years of experience and a deep understanding of the market. It's about aligning that instinct with hard data to make decisions that are both smart and insightful.

🌆 Navigating Market Valuations
Stefan's not just playing the game; he's predicting the next moves. He's got a keen eye for spotting overvalued and undervalued markets, using data to navigate through economic ebbs and flows. His insights into market dynamics could be your compass in a stormy economy.

I'm beyond excited to have shared this conversation with Stefan, and I can't wait for you to dive in and discover the power of data-driven real estate investing. If you're itching to learn more and join a community of like-minded investors, this episode is your golden ticket.

Next Steps

• Share your thoughts with a review - https://www.creprinciples.com/reviews/
• Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/
• Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCKrylNlTuKDXegxjPe8hw8w

 The mission of my guest is to target investments that are expected to deliver attractive risk-adjusted returns over the life of the project.

Sugarhouse Investments favor robust growth markets and areas in the path of progress.

They Focus on value-add, repositioning, and rebranding projects to create attractive upsides and limit downside risk.

They also target holding periods for investors of 5 years with opportunities for refinancing cash-outs once significant value is created.

Investment diversification, tax-advantage, and recession resilient is their objective.

https://sugarhouseinvestments.com/

http://www.yourlotandparcel.org

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 References

MMS #13. Is real estate just a real pain?
Asset Return Assumptions
(VNQ) Vanguard Real Estate ETF - Performance
(VMBS) Vanguard Mortgage-Backed Securities ETF - Performance
Real Estate Investment Trust (REIT)
REIT Definition
REIT Dividend Tax Rate

Podcast Description

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. 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.

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 Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.