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RealEstate

Parting ways with Brookfield Property Partners

June 8, 2021 emcee Leave a Comment

My investing in commercial real-estate is mostly via publicly traded REITs (Real Estate Investment Trusts). Over the years, I have added several REIT positions in my portfolio. See this table for my REIT holdings. From time to time, I’ve also researched certain non-traded … [Read more...] about Parting ways with Brookfield Property Partners

Investing, My Investing Journey PublicCompanies, RealEstate

A look back at BREIT performance

August 10, 2020 emcee 4 Comments

Two years ago, I did a blog post on Blackstone’s real estate investment trust called BREIT. It had just opened its doors to retail individual investors like me. At the time, I was looking to increase my investments in commercial real estate (CRE) assets and thought that it was a … [Read more...] about A look back at BREIT performance

Investing, My Investing Journey PublicCompanies, RealEstate

A quick look at my real assets portfolio

September 16, 2019 emcee Leave a Comment

Over the last few months, I have written multiple times about real assets. So I won’t belabor the benefits and opportunities in real-estate (and other hard assets) investing here. To wrap up the series of posts on this topic, I’d like to roll up all my related investments and … [Read more...] about A quick look at my real assets portfolio

Investing, My Investment Portfolio Dividends, MyPortfolio, PublicCompanies, RealEstate

An opportunity to invest in real assets

July 15, 2019 emcee Leave a Comment

One of my all-time favorite authors on investing is Howard Marks. He is a practitioner (not an academic) but also has a way with words. It’s not just me—Marks’ memos are widely read. His first book, The Most Important Thing, was a best-seller. His memos—which he regularly … [Read more...] about An opportunity to invest in real assets

Investing, My Investment Portfolio BusinessLeaders, Dividends, FamousInvestors, RealEstate

Revisiting my Blackstone investment

April 24, 2019 emcee 2 Comments

I have written several times in last two years about my investment in Blackstone (BX). Blackstone is the largest alternative investment asset manager in the world. I have been gradually building up my stake in it for two years. Its shares have mostly stayed flat since -- … [Read more...] about Revisiting my Blackstone investment

Investing, My Investing Journey BusinessLeaders, MyPortfolio, PublicCompanies, RealEstate, TaxPlanning

How am I investing in commercial real-estate?

December 16, 2018 emcee Leave a Comment

RealtyShare, a crowdfunded real-estate investing operation, just shut down its business a few weeks ago. Hopefully, everyone who invested through them will be fine. The company said they will keep skeleton staff to manage existing properties for investors but won’t offer any new … [Read more...] about How am I investing in commercial real-estate?

Investing, My Investment Portfolio Dividends, MyPortfolio, PublicCompanies, RealEstate

Grading CEOs as capital allocators

December 3, 2018 emcee Leave a Comment

If there were just two questions to ask about a CEO, ask these: Does he run the business well? Is she good in utilizing shareholders’ capital? The first question requires no explanation—this is obviously any CEO’s number one task. The second question is a bit more complex. We … [Read more...] about Grading CEOs as capital allocators

Investing, My Investment Portfolio BusinessLeaders, Dividends, InvestingBooks, MyPortfolio, PublicCompanies, RealEstate

Mid-year portfolio update 2018

August 13, 2018 emcee 2 Comments

Since my last quarterly update, there haven’t been many changes in my portfolio. Stocks have been on the rise since April this year -- making up for the losses in the first quarter. Looking further back, if I compare today’s asset allocation with what I had last year, there have … [Read more...] about Mid-year portfolio update 2018

Investing, My Investment Portfolio Bonds, DryPowder, InvestingBooks, MyPortfolio, RealEstate

Rise above dividends!

May 14, 2018 emcee Leave a Comment

Some investors are fascinated with dividend paying stocks. They invest in them exclusively. Often times, they are looking to generate income. Some investors also believe that dividend paying stocks are safer to invest in. There are investment services and portfolio managers who … [Read more...] about Rise above dividends!

Investing, Investing Mindset Dividends, FamousInvestors, InvestingBooks, PublicCompanies, RealEstate

My quest for com­mercial real-estate

April 1, 2018 emcee 9 Comments

My portfolio has some real-estate (RE) assets but not much. The only commercial real-estate that I have come to own (indirectly) is via public REITs (publicly traded real-estate investment trusts). I have been looking into adding a dose of commercial real-estate in my portfolio. … [Read more...] about My quest for com­mercial real-estate

Investing, My Investing Journey PublicCompanies, RealEstate

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