Secure Your Financial Future - Build A Public Reit Portfolio

How to plan to save for the future, invest well for the long term, and automate the strategy in your brokerage account.

What you'll learn

Financial planning: Understand the retirement planning process, how investments compound, and the benefits of starting young.

Financial planning: How much to set aside for your circumstances and stress test it under different assumptions using our retirement planning spreadsheet.

Investing well. Understand the essential considerations to investing well for the long term, and why real estate is a good asset class.

Investing well: Understand the opportunities within the REIT the strategy behind our curated portfolio we provide to you to utilize, if you choose to.

Setting up: We walk you step-by-step through the process of getting your investment account open, funded, invested, and automated for recurring investment

End result: Become self-sufficient and in control of managing your public real estate portfolio and have set a program in motion to meet your financial goals.

Requirements

Basic Excel or Google Sheets experience helpful, but not essential, to work with Retirement Planning Spreadsheet.

Description

If you are a young working adult contemplating how to secure your financial future, by the end of this 4-hour course, you will have sufficient knowledge to self-manage your retirement planning, and will be in control of managing your own public real estate portfolio, with your investment account open, funded, invested, and set up on auto-pilot for recurring investment. We walk you step-by-step through the process and provide you with all the necessary tools.It’s truly a turnkey solution and as you will discover, the benefits of doing it yourself and starting young are significant.The 3-module course will educate you on the benefits of investing for the future while you are still young, and enable you to do scenario testing to develop a savings plan that works for you. You will learn how to invest your savings wisely for the long term and avoid major wealth destroyers. You will learn why real estate is a smart asset class for the long term, the benefits of investing in publicly listed REITs, and understand the strategy behind the real estate portfolio we have assembled for you. Lastly, we guide you step-by-step to getting your own public real estate portfolio set up and on auto-pilot in your own brokerage account without ever having to pay a financial advisor. The goal is for you to be self-sufficient to plan and manage your own financial future. If you’ve been putting off investing for your future because you thought you had to hire someone or it was too complex, I’ll help you get it done and get your plan on autopilot.With easy-to-follow videos and jargon-free explanations, this course is perfect for young people looking to take control of their financial future. Don't wait, start investing in yourself today!You will also receive our unique retirement planning spreadsheet and our curated public REIT portfolio for your own use.

Overview

Section 1: Introduction

Lecture 1 Course overview

Lecture 2 Hello from your course mentor!

Section 2: Module 1 - Financial planning

Lecture 3 The benefits of starting young

Lecture 4 Thinking in buckets

Lecture 5 Inflation, compound interest and real returns

Lecture 6 Visualizing the process

Lecture 7 Scenario planning

Lecture 8 The keys to success

Section 3: Module 2 - Investing well with real estate

Lecture 9 Understanding risk

Lecture 10 Avoiding wealth destroyers

Lecture 11 Adapting to changing times

Lecture 12 Real estate as an asset class

Lecture 13 Why publicly traded real estate

Lecture 14 Appreciation is all about the land

Lecture 15 Risk across real estate asset types

Lecture 16 Building a public real estate portfolio

Lecture 17 Our REIT-30 portfolio

Section 4: Module 3 - Implementation

Lecture 18 Deciding on the type of account

Lecture 19 Open your brokerage account

Lecture 20 Funding your account

Lecture 21 Account housekeeping

Lecture 22 Populate the portfolio

Lecture 23 Setting up recurring investment feature

Lecture 24 Keeping track of your performance

Lecture 25 Download mobile app

Section 5: Module 4 - Wrap up

Lecture 26 Final wrap up

Young working adults, or parents who want to help educate their young adult children.,The material is intended for US based learners, however many of the concepts are applicable to anyone wanting to set up a retirement investment plan. Nevertheless, some of the account opening and implementation will need to be modified for local brokerage availability.