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Real Estate Investing
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Title	Description
December, 2011 Investing in 2011 and 2012, risk and returns	Discusses securities returns in 2011 & year end market valuations worldwide. Analysis of risks & the investing environment in 2012.
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, 2011 Managing the Risks of Retirement Finances: Focus on Inflation Part I	The impact of inflation on retirement spending and the performance of money market investments relative to inflation.
March, 2011 Quantitative Easing, Investment Returns, and Opportunities	Analyzes the impact of the Fed's quantitative easing program. Discusses our returns, risk management, and current investment opportunities.
December, 2010 Investing in Foreclosures	Explains the economics of foreclosure investing and investing with private foreclosure funds.
September, 2010 Roth IRA's and 401K's	Analysis of converting retirement accounts to Roth accounts. Also discusses Ray's CBS interview, Gold prices, stock picking and correlation.
June, 2010 Double Dip Recession Dead Ahead	The market dynamics of fundamental & technical traders and the implications for investment strategy as the economy weakens.
Mar, 2010 5-Year Performance Review	Discusses our track record since inception, along with current market conditions and our strategy
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.
September, 2009 Achieving Superior Results by Understanding and Managing Risk	Identifies the various sources of risk and shows how to manage risk to avoid losses and boost returns.
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.

Topic	Newsletter & Article
Berkeley Investment Advisors Track Record and Strategy	December, 2011 March, 2011 June, 2010 March, 2010 March, 2009 December, 2008 June, 2008 March, 2008 December, 2006 September, 2005 May, 2005 April, 2005 March, 2005 February, 2005 January, 2005
Market Environment	December, 2011 September, 2011 March, 2011 September, 2010 June, 2010 March, 2010 March, 2009 December, 2008 September, 2008 September, 2007 January, 2007 September, 2006
Risk Management	September, 2011 March, 2011 September, 2009 December, 2006
Other	December, 2008 November, 2006 July, 2006 January, 2006

Topic	Newsletter & Article
Commercial - NNN leased property	September, 2011 December, 2009 June, 2009 September, 2006 July, 2005 March, 2003
Multifamily	September, 2011 June, 2009 March, 2009 September, 2006 July, 2005 December, 2004 October, 2004 July, 2004 April, 2004 December, 2003 October, 2003 April, 2003 February, 2003 October, 2002
Single Family Homes	September, 2011 December, 2010 March, 2009 December, 2007 October, 2006 March, 2006 February, 2006 August, 2005 June, 2005 December, 2004 October, 2004 April, 2004 March, 2004 June, 2003 September, 2002
Exchanges and Taxation	Bubble Trouble Article Exchange Case Study June, 2006 November, 2002
How it works + Record and Strategy	Assessing Real Estate Values May, 2004 February, 2004 January, 2004 September, 2003 August, 2003 September, 2003 January, 2003
Thailand Real Estate	September, 2006 August, 2006 May, 2006 April, 2006 December, 2005 November, 2005 October, 2005
For Investors in Japan	Japanese Tax Benefits of CA Foreclosures
Other	June, 2009 September, 2007 January, 2007 March, 2006 July, 2005 September, 2004 August, 2004 May, 2004 November, 2003 June, 2003 May, 2003 January, 2003 December, 2002 November, 2002

Topic	Newsletter & Article
Protecting Assets and Planning for Retirement	June, 2011 September, 2010 November, 2004 June, 2004
Home Equity	December, 2007 June, 2007 February, 2006
Other	November, 2003

Topic	Newsletter & Article
Private Company Investing	March, 2007

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