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RESOURCES

Welcome to the Resource Blog! 


Here you will be able to find communications from the RIM team as well as helpful resources and articles.

Seven Things I've Learned In My Career Thumbnail

Seven Things I've Learned In My Career

Plans change, but don’t fail to plan. My life was planned out, with contingencies, and contingent contingencies. Things did not usually go as planned, and life has been exciting. Having sensible plans and being willing to adapt them is important.

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Is It Time To Sell The Rental House? Thumbnail

Is It Time To Sell The Rental House?

The most up to date national home value information I found goes through April, and shows a long steep rise in home prices, followed by an inflection even steeper. This is consistent with the bubble paradigm where investment bubbles have steady increases in value culminating in a “blow off top” where greed and fear of missing out takes over to push values to unreasonable levels. I do not know whether houses are in a bubble, but the evidence, including this chart, point to that conclusion.

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What You Need to Know About DSTs Thumbnail

What You Need to Know About DSTs

Delaware Statutory Trusts (DSTs) allow gains on the sale of real estate to be reinvested in institutional grade, professionally managed real estate holdings while retaining tax deferral benefits under Section 1031.

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Buffered ETFs as a Risk Controlled Investment Thumbnail

Buffered ETFs as a Risk Controlled Investment

While buffered ETFs do reduce downside risk and price volatility, they do so at a heavy cost to returns. Better alternatives are beyond the scope of this article, but if history is any guide, these are not good tools for long-term investors in accumulation phase. Further, products like the Innovator Defined Outcome ETFs® leave investors exposed when they are most likely to be worried – after the market has made a move lower. Investors would be wise to look for other ways to reduce risk.

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