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businessSep 16, 202256:34pending

Analyzing Investments for Retirement Accounts

About this episode

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.

For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/

Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/

Other:

Mat Sorensen: https://matsorensen.com

Mark J. Kohler: https://markjkohler.com/ 

KKOS: https://kkoslawyers.com

Main Street Business https://mainstreetbusiness.com



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Analyzing Investments for Retirement Accounts

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