EP 70: Analyzing Investments for Retirement Accounts - podcast episode cover

EP 70: Analyzing Investments for Retirement Accounts

Sep 16, 202257 min
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Episode description

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 decisions
  • Comparing the stock market to real estate
  • How to invest in what you know
  • A rate of return formula for analyzing investments
  • How to define a risk reward profile
  • Dividend yields
  • Resell value
  • Cashflow vs. capital appreciation
  • Tax benefits

Download the presentation slides here.

Directed IRA Homepage: https://directedira.com/

Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA

Book a Call: https://directedira.com/appointment/


Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com



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