|
Month
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Title of Main Article
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Subject
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Pages
|
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June 2008
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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..
|
4
|
|
March 2008
|
Long Term Value Portfolio 3rd Anniversary
|
Detailed review of the market beating performance of our flagship portfolio
|
5
|
|
December 2007
|
Managing Home Equity to Build Wealth Part 2
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Explains the Rex Agreement and how to use it to increase returns on capital tied up in your house
|
6
|
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September 2007
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Mortgage Market Meltdown
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Explains the Credit Market crisis and its implications for Real Estate, Stocks and Bonds
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6
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June 2007
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Managing Home Equity to Build Wealth Part 1
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Analyses the benefits of using Mortgage Debt to pull out Home Equity for Reinvestment
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5
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|
March 2007
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Who Wants to be an Angel?
|
Explains Angel Investing Analysis using Parco Homes as an example.
|
8
|
|
January 2007
|
2007 Trends Analysis and Forecast
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My Analysis and Outlook for Real Estate, Stocks and Bonds for 2007
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5
|
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December 2006
|
2006 Performance Review
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The Relationship of Risk to Investment Horizon and then Portfolio Performance in 2006
|
4
|
|
November 2006
|
Anatomy of an Opportunity
|
Discussion of the Market Overreaction to Canada’s announcement about taxing trusts,
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3
|
|
October 2006
|
New Mexico Real Estate Update
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Updates our 2005 report on the market in Rio Rancho N.M.
|
4
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September 2006
|
Updates
|
U.S. Real Estate Market Analysis plus notes on the Stock Market and Thailand
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4
|
|
August 2006
|
Thai Development Fund Offering
|
Provides a summary of a fund set up to invest in land in Thailand
|
10
|
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July 2006
|
Hot Penny Stocks – Bad Advice from the Junk Mail Bag
|
Irreverent review of common pump and dump stock scams routinely hitting our inboxes.
|
12
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|
June 2006
|
Postponing Tax by Attempting an Exchange
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Explains a useful quirk in the tax code and a new financial tool for hedging house price risk
|
4
|
|
May 2006
|
Thailand: Focus on Koh Samui
|
Demand versus Supply and the expected appreciation on Koh Samui
|
7
|
|
April 2006
|
Thailand: Focus on Pattaya
|
Demand versus Supply and the expected appreciation in Pattaya
|
9
|
|
March 2006
|
Using Innovation to Boost Development Profits
|
How to earn high returns building houses in Hawaii using new methods from Prefab LAB
|
7
|
|
February 2006
|
Accessing Home Equity for Retirement
|
Analysis of choices (including selling) in using home equity to fund retirement spending
|
8
|
|
January 2006
|
Psychology of Investing
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Actual Vs perceived risks and an analysis of how people deal with the costs of understanding risk
|
5
|
|
December 2005
|
Real Estate in Thailand III – Risk Analysis
|
Analysis of the risks investing in real estate in Thailand
|
6
|
|
November 2005
|
Real Estate in Thailand II – Investment Thesis
|
Details of why Thailand is a great place to invest right now.
|
7
|
|
October 2005
|
Real Estate in Thailand Part 1 – Introduction
|
Background and Geography of Thailand Real Estate Market
|
7
|
|
September 2005
|
Up 20% Vs S&P
|
Long Term Value Portfolio Performance, Katrina Impact, and Recommendations
|
2
|
|
August 2005
|
Hawaiian Vacation Homes
|
Background Information and Recommendations for Investing in Hawaiian Vacation Property
|
9
|
|
July 2005
|
Investing in Fundamental Trends
|
Discusses the impact of China and the coming wave of retirees on Real Estate investing.
|
4
|
|
June 2005
|
Investing in New Construction in New Mexico
|
Provides information about investing in new developments in Rio Rancho and Albuquerque.
|
6
|
|
May 2005
|
Parked Money Portfolio
|
Explains this Portfolio and gives examples of its trading strategies
|
4
|
|
April 2005
|
Long Term Income Portfolio
|
Explains this Portfolio and gives examples of its trading strategies
|
4
|
|
March 2005
|
Long Term Value Portfolio
|
Explains this Portfolio and gives examples of its trading strategies
|
4
|
|
February 2005
|
Special Situations Portfolio
|
Explains this Portfolio and gives examples of its trading strategies
|
4
|
|
January 2005
|
Introducing Separately Managed Accounts: Investing in Securities
|
Explains how clients benefit from Berkeley Investment Advisors’ expertise in securities investing.
|
8
|
|
December 2004
|
Update on Phoenix – a look at 2004 & 2005
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Phoenix apartment and single family home markets.
|
10
|
|
November 2004
|
Primer on Legal Structures for Asset Protection
|
Explains how to use legal entities to protect assets against lawsuits and reduce taxes.
|
6
|
|
October 2004
|
Residential Real Estate Market News
|
Current market conditions and key market analysis.
|
6
|
|
September 2004
|
Thoughts on Economic Trends
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Analyzes events and trends for real estate investing implications.
|
5
|
|
August 2004
|
Launch of Expanded Services
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Explains our services, including exchanges, asset management and retirement/financial planning
|
7
|
|
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.
|
6
|
|
June 2004
|
Investment Management for Retirement
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Designing Investment Strategies to Achieve Financial Goals Before and After Retirement
|
6
|
|
May 2004
|
Pooled Investment: A Primer
|
Explains Real Estate Partnership Investing versus Direct Investment
|
6
|
|
April 2004
|
Focus on Las Vegas
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Las Vegas Apartment and Single Family Home Markets
|
9
|
|
March 2004
|
Investing in Single Family Homes
|
Why, where, and how to invest in single family homes.
|
5
|
|
February 2004
|
Primer on Real Estate Risk
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Definitions of risk, types & sources of risk, and how to manage and/or mitigate risk.
|
5
|
|
January 2004
|
Primer for Calculating Real Estate Returns
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Definitions of return measures and how to forecast returns
|
6
|
|
December 2003
|
Focus on Phoenix
|
Phoenix Apartment Market
|
7
|
|
November 2003
|
Maximizing Returns on Equity – Why and How
|
Financial management concepts for maximizing wealth
|
6
|
|
October 2003
|
Residential Real Estate Market News
|
Current market conditions and key market analysis.
|
4
|
|
September 2003
|
Anatomy of a Deal Part III: Financing
|
Dealing with banks and brokers: How to get the best loan for you.
|
6
|
|
August 2003
|
Anatomy of a Deal Part II: Contract Contingencies
|
Explanation of the use of Contingency Clauses in Contracts.
|
5
|
|
July 2003
|
Anatomy of a Deal Part I: Getting into Contract
|
Explanation of Purchase Contract negotiations and key terms.
|
5
|
|
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.
|
4
|
|
May 2003
|
Opportunity Costs and the Average Investor
|
A Look at Some Potential Pitfalls in Real Estate Investing
|
6
|
|
April 2003
|
Residential Real Estate Market News
|
A Summary of the Market in 2002 and Suggestions for Investing in 2003
|
3
|
|
March 2003
|
Triple Net Lease Properties: Pro’s and Con’s
|
A Primer on Investing in Single Tenant Triple Net Leased Property
|
4
|
|
February 2003
|
The Mobile Home Park Niche: Pro’s & Con’s
|
Comparison of Mobile Home Parks to Apartments as Investments
|
4
|
|
January 2003
|
When to use Leverage to Boost Returns
|
Mathematical Analysis of when Leverage works for or against you
|
3
|
|
December 2002
|
A Quick Test of a Bubble Investment
|
Rule of Thumb to avoid overpaying
|
4
|
|
November 2002
|
A Tale of 3 Properties
|
Valuation and Returns Analysis
|
3
|
|
October 2002
|
CA Residential R.E. Market News
|
What’s going on in the market.
|
2
|
|
September 2002
|
More Bubble Trouble
|
Housing bubble impact on Investors
|
4
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