A 2022 Update on the Returns of My Many Real Estate Investments

In my investing career, I have made many real estate investments of varying sizes, types, and with a wide range of returns. This post brings my completed investments and ongoing ones together in one place, and I’ve updated my investment my returns and time invested for 2022, which in some cases, is approaching 1,500 days.

Note that I won’t be talking about the properties we’ve purchased to live in (covered here, here, and here) or land we purchased to possibly build on (covered here). Some of those became rental properties and flips, but were not necessarily intended to be investments.

Here, I’ll be detailing my various passive real estate investments, ones that don’t require any effort from me other than a bit of due diligence on the front end and a bit of extra paperwork to pass along to my CPA. Returns have been updated most recently on 1/27/2022.

My first investment in passive real estate was made in July of 2013 when I bought shares of Vanguard’s Real Estate Index Fund (VGSLX), a collection of publicly traded REITs (Real Estate Investment Trusts).

The volatile nature of REITs combined with the availability of numerous additional ways to invest passively in real estate as a result of the JOBS Act passing and me becoming an accredited investor led me to seek out other real estate investments.

I started small with a few investments in January of 2018. Wanting to diversify across both deal types (debt, equity, eREIT), and across different investment platforms, I made about a half-dozen investments in the first part of 2018.

As I continued to become more familiar with my investment options and the platforms offering them, I broadened my scope to include larger investments in crowdfunded syndications and real estate funds. As of early 2022, these various passive real estate investments represent about 10% of our investment portfolio.

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