EP 70: Analyzing Investments for Retirement Accounts

Directed IRA Podcast

English - September 16, 2022 14:00 - 56 minutes - 38.9 MB - ★★★★★ - 140 ratings
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Previous Episode: EP 69: Student Loan Debt Crisis and The Solution - Coverdell ESAs, 529 and Roth IRAs

Next Episode: EP71 Open Forum: Your Questions Answered on Real Estate in a Roth IRA, Short Term Rentals, UBIT Tax

Mat Sorensen, bestselling author of "The Self Directed IRA Handbook" interviewed Jamison Manwaring, a former Goldman Sachs equity analyst turned real estate syndicator for multi-family real estate. He explained how he does investment analysis to determine when to buy, sell or hold.

Jamison has bought hundreds of units as Co-Founder and CEO of Neighborhood Ventures. He clarified why real estate multi-family can be a great hedge against inflation.

Mat and Jamison also talked about:

Making investment decisionsComparing the stock market to real estateHow to invest in what you knowA rate of return formula for analyzing investmentsHow to define a risk reward profileDividend yieldsResell valueCashflow vs. capital appreciationTax benefits

Download the presentation slides here.

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