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In this episode of the Functional Retirement Podcast, host Thatcher Taylor discusses the topic of REITs (Real Estate Investment Trusts). He shares personal experiences and explains why it's important to have a larger understanding of the investment universe. Thatcher also addresses the influence of social media and real estate gurus promoting real estate as the ultimate investment. The episode dives in to the types of REITs, taxation, how to buy, and when you should use them.
Have you used REITs in your portfolio?
https://investor.vanguard.com/investment-products/etfs/profile/vnq
https://www.cfincometrust.com/wp-content/uploads/CF_Income_Trust-Fact_Sheet.pdf
✅Contact Thatcher at [email protected] with comments and questions!
Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started
Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement
Join The Newsletter For All Wealth Building Tactics
https://propath.ck.page/60fab1df4d
DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.
Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.
5
33 ratings
In this episode of the Functional Retirement Podcast, host Thatcher Taylor discusses the topic of REITs (Real Estate Investment Trusts). He shares personal experiences and explains why it's important to have a larger understanding of the investment universe. Thatcher also addresses the influence of social media and real estate gurus promoting real estate as the ultimate investment. The episode dives in to the types of REITs, taxation, how to buy, and when you should use them.
Have you used REITs in your portfolio?
https://investor.vanguard.com/investment-products/etfs/profile/vnq
https://www.cfincometrust.com/wp-content/uploads/CF_Income_Trust-Fact_Sheet.pdf
✅Contact Thatcher at [email protected] with comments and questions!
Are you over age 50 and need retirement help?
Schedule a free consultation https://www.propathfinancial.com/get-started
Subscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirement
Join The Newsletter For All Wealth Building Tactics
https://propath.ck.page/60fab1df4d
DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.
Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.
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