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2009
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December '09
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Investing in Triple Net Leased Commercial Property - Why and How
- Explains why NNN property is an attractive substitute for bonds in your portfolio and how to evaluate these properties.
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September '09
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Achieving Superior Returns by Understanding and Managing Risk
- Explains how to identify economic, market, and psychological risks; then provides guidance on managing risks to avoid losses and improve long run returns. Also provides analysis of the current investment outlook for real estate, stocks, and bonds.
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June '09
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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 government.
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March '09
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Real Estate Looks Smart Again + Strategy & Returns Update
- Analysis of real estate market conditions. Plus an update on equity investing strategy and the past 4 years' results.
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2008
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December '08
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Our Strategy for a Market Panic Environment
- Discussion of economic outlook and our equity market strategy. Also discusses Roth IRA conversions and avoiding a Madoff Ponzi scheme.
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September '08
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Economics, the Government, and Financial Markets: Anatomy of a Mess
- Explains the financial crises, analyzes the risks related to various government responses and provides recommendations about how to invest given the risks.
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June '08
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Review of 3 year Client Results for the Combined Equity Strategies
- Reviews of Overall Client Returns and discusses Investing in a Stagflation Environment and our Long Run Investing Goals and Strategy.
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March '08
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Long Term Value Portfolio 3rd Anniversary
- Detailed review of the market beating performance of our flagship portfolio
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2007
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December '07
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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
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September '07
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Mortgage Market Meltdown
- Explains the Credit Market crisis and its implications for Real Estate, Stocks and Bonds
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June '07
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Managing Home Equity to Build Wealth Part 1
- Analyses the benefits of using Mortgage Debt to pull out Home Equity for Reinvestment
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March '07
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Who Wants to be an Angel?
- Explains Angel Investing Analysis using Parco Homes as an example
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January '07
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2007 Trends Analysis and Forecast
- My Analysis and Outlook for Real Estate, Stocks and Bonds for 2007
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2006
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December '06
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2006 Performance Review
- The Relationship of Risk to Investment Horizon and then Portfolio Performance in 2006
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November '06
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Anatomy of an Opportunity
- Discussion of the Market Overreaction to Canada's announcement about taxing trusts
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October '06
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New Mexico Real Estate Update
- Updates our 2005 report on the market in Rio Rancho N.M.
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September '06
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Updates
- U.S. Real Estate Market Analysis plus notes on the Stock Market and Thailand
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August '06
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Thai Development Fund Offering
- Provides a summary of a fund set up to invest in land in Thailand
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July '06
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Hot Penny Stocks – Bad Advice from the Junk Mail Bag
- Irreverent review of common pump and dump stock scams routinely hitting our inboxes
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June '06
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Postponing Tax by Attempting an Exchange
- Explains a useful quirk in the tax code and a new financial tool for hedging house price risk
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May '06
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Thailand: Focus on Koh Samui
- Demand versus Supply and the expected appreciation on Koh Samui
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April '06
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Thailand: Focus on Pattaya
- Demand versus Supply and the expected appreciation in Pattaya
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March '06
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Using Innovation to Boost Development Profits
- How to earn high returns building houses in Hawaii using new methods from Prefab LAB
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February '06
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Accessing Home Equity for Retirement
- Analysis of choices (including selling) in using home equity to fund retirement spending
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January '06
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Psychology of Investing
- Actual Vs perceived risks and an analysis of how people deal with the costs of understanding risk
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Links | Newsletters-2005 | Newsletters-2004 | Newsletters-2002-03
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