Over the years, I have seen several investment experts suggest they are ‘tilting’ their portfolio one way or another. It sounds sophisticated. They might generally follow total stock market indexing principles, but they deviate ever so slightly into a certain strategy. They tilt their way into ‘international equities,’ ‘value stocks,’ or even ‘alternatives.’ Tilt: move or cause to move into a sloping position. As they tout their tilt, I sometimes have a hard time reading...
I have taken a bit of a hiatus from writing about my medical office building portfolio. There are a couple of reasons for this, but mostly it’s because I did not want to be tone-deaf to the deadly pandemic currently tearing through our country. Frankly, writing about making money off medical office buildings has been one of the last things on my mind. My original idea was cute. Max from Max Out of Pocket would...
Since starting this project, I have seen a lot of recommendations that suggest I should be holding my medical office building portfolio in tax-advantaged accounts. The concern is that because REITs generate so much income from dividends, my Uncle Sam will take a lot of that income before it ever reaches my pocket. So, I took a long hard look at how my medical office building REIT dividends are taxed. To accomplish this, I purposely...
I hear a lot of recommendations that I should hold my healthcare REITs in tax-advantaged accounts. The theory is the taxman will hit us hard if we hold these assets in taxable accounts. That’s because REITs shell out nonqualified dividends that get taxed like regular income. I touched on this briefly when I talked about where I keep my medical office buildings. At the time of writing that post, as recommended, I was holding almost...
If anyone has been paying attention to my passive income page lately, they might have noticed my medical office building (MOB) REIT portfolio has been quietly approaching the $50,000 mark. Yesterday, I officially passed that milestone. Another $2,600 investment in Global Medical REIT (GMRE) brought the total balance of this portfolio to $52,050. I have been dollar-cost averaging into this investment every payday since April of 2019. Apparently, consistent action and market returns have turned...