5 year Market Outlook opinions
#241
Always Working
Joined APC: Jul 2021
Posts: 340
K1 cashflow is far superior to W2 income. My goal is to have more K1 "income" than W2 income. For example a Delta Captain making 300k in W2 income and 300k in rental and MLP income will pay significantly more taxes on the W2 300k than the K1 300k as most of the K1 cashflow is offset by Depreciation or return of capital tax benefits. These benefits far outweigh the extra effort you have to spend tax time. Moreover, TurboTax has made the process easier but by the time I'm making 300k in K1 cashflow it'll be time to hire a personal accountant
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#243
Gets Weekends Off
Joined APC: Jul 2010
Position: window seat
Posts: 12,544
The overall market is radically distorted and flush with malinvestment right now IMO. More and more big players are unloading their bags into the frothy retail euphoria. Not that long ago those calling for targeted inflation then broad stagflation then devistating deflation then nation changing hyperinflation were essentric think tank outsiders. Now the actual moves more and more traditional deep pockets are starting to make seem to be aligning with that macro.
Interesting times for sure.
#244
People often misrepresent depreciation by acting like it is "free money". The more realistic characterization is an interest free loan that discounts the principal balance upon repayment.
#245
[MENTION=34784]mispoken[/MENTION] I'm thinking Jan 3rd 2022 for our first Performance update in our Investing competition. Interesting market out there right now
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#246
Gets Weekends Off
Joined APC: Feb 2011
Posts: 766
7 months is statistically irrelevant when long term investing, but....sure, why not. What makes the market interesting?
#247
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#248
Dang, it is a bloodbath. Some of those like Zoom and Peloton were predictable. LMND is in my portfolio from a Motley Fool recommendation. Fortunately the dividend stocks have been holding their own.
Meanwhile cap rates on commercial real estate are at historic lows. Cash out refis or rate term refis are very attractive. Inflation is driving up rents on lease renewals, but has zero impact on debt service. As long as wage growth keeps pace with inflation, this is a windfall for leveraged cash flowing real estate with long term debt.
Meanwhile cap rates on commercial real estate are at historic lows. Cash out refis or rate term refis are very attractive. Inflation is driving up rents on lease renewals, but has zero impact on debt service. As long as wage growth keeps pace with inflation, this is a windfall for leveraged cash flowing real estate with long term debt.
#249
Dang, it is a bloodbath. Some of those like Zoom and Peloton were predictable. LMND is in my portfolio from a Motley Fool recommendation. Fortunately the dividend stocks have been holding their own.
Meanwhile cap rates on commercial real estate are at historic lows. Cash out refis or rate term refis are very attractive. Inflation is driving up rents on lease renewals, but has zero impact on debt service. As long as wage growth keeps pace with inflation, this is a windfall for leveraged cash flowing real estate with long term debt.
Meanwhile cap rates on commercial real estate are at historic lows. Cash out refis or rate term refis are very attractive. Inflation is driving up rents on lease renewals, but has zero impact on debt service. As long as wage growth keeps pace with inflation, this is a windfall for leveraged cash flowing real estate with long term debt.
Real Estate, particularly single family homes and multi family properties seem to be fair value at best, well overvalued at worst. Self storage seems ok. Crazy times. Investing with a wide Margin of Safety is of utmost importance these days
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#250
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