Fundrise: Real Estate Investment Lanny’s 2020 Year-End Review

Fundrise, Real Estate Investing, Crowdfunding

Fundrise is an online crowd funding platform that allows investors to invest into real estate.  The platform provides another avenue for passive income that can be helpful on the journey to financial freedom!  That is the exact reason we have been investing with Fundrise.

My wife and I have now been investing with Fundrise for over 22+ months.  We cannot wait to share with you the performance and the additional income that the investment can provide! Continue reading

Bert’s Recent Stock Purchases – Part 2 – October 9 – 12

Man oh man has October been exciting so far.   Lanny and I started off the month strong by making several rounds of investments (Lanny’s summary article can be found here and mine can be found here).  We were feeling pretty happy with our decisions.  On top of it, I created a dividend stock watch list to prepare myself for another set of purchases.  Then, well, we all know what happened.  The market had a massive two-day sell-off.   Many investors capitalized on the downturn and we have been seeing a lot of purchase articles featuring some great stocks.  This may be one of those articles, as it reflects my purchases from right before and during the October sell-off.  The splash isn’t as large as you might have thought and we are still being patient.  But I did have the chance to purchase three different stocks last week.   Here is a summary of my second round of purchases in October!

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What is a REIT and How Are Dividends Received from a REIT Taxed?

This year, we started a financial education series geared towards educating beginning investors and more specifically, beginning dividend growth investors.  Our first two articles explain what a dividend is and the dividend payout ratio (and how to calculate it). In this article, we will take a deeper dive into one specific type of holding that can be found in many dividend investors’ portfolio.  This holding typically pays a higher dividend, which is why dividend investors are always on the lookout for a great one. If you’re looking into becoming a dividend growth investor, you better get used to reading these four letters…REIT. Here is a deeper dive into what a REIT is and how dividends received from a REIT is taxed.

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Recent Buy – Realty Income (O)

I figured you all would see this coming considering one of my last posts and involved performing a dividend stock analysis over one of the most population REITs in the dividend investing community and I recently featured the company on my last watch list.   But this week, I took some capital off the sidelines and put it back into the market as stock prices continue to tumble.  Time to share with you the newest addition to my portfolio, Realty Income (O)!

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Realty Income (O) Dividend Stock Analysis – REVISITED

If you want to talk about how fast time flies, here is a perfect example.  I was prepared to re-visit a dividend stock analysis that I thought I performed over Realty Income (“O”) a couple of quarters ago.  When I looked at the date on the original analysis…it was November 2015.  I cannot believe 12 months have flown by that quickly…where has time gone?   Even though I have reviewed the company in the past, I thought it would be a good idea to update the stock analysis I performed considering the recent pullback in price, the fact that they were one of the four stocks on my October Watch List, and the company’s recent earnings release.  A lot can change over 12 months, I think we can all attest to that in some capacity.   So let’s re-run Realty Income through our stock screener.

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Bert’s October Stock Watch List

My last two articles have been reviewing my past performance, checking in on my goals through the end of September and reviewing my September dividend income.  Both of the articles were showing that my portfolio and dividend income are trending in the right direction.  With three months to spare, I’m looking to keep that momentum going.   So I took some time tonight to prepare my October stock watch list and see if I can pinpoint a few stocks to keep a close eye on over the next several weeks.

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Bert’s August Dividend Income Summary

We’ve closed the chapter on yet another month of 2016.  Time moves so fast…it is unreal.   It seems like just yesterday I was typing up my July dividend income summary and feeling excited for what was in store for me in August (probably because we went on our honeymoon!).   I received my last dividend of the month a few days ago, so it is finally time to once again share my results and track my progress as I race towards completing my 2016 goals.  With that being said, here it is, my August Dividend Income Summary!

dividend income Continue reading