Hard Reit Portfolio (#REITs + #BTC)
2021 Returns : +60% π
My Holiday Gift to you: a unique portfolio that beats #inflation, outperforms $SPY, and yields a juicy monthly income.
Let me show you this magic portfolio designed to beat inflation and manage volatility...𧡠1/10
2021 Returns : +60% π
My Holiday Gift to you: a unique portfolio that beats #inflation, outperforms $SPY, and yields a juicy monthly income.
Let me show you this magic portfolio designed to beat inflation and manage volatility...𧡠1/10
PORTFOLIO STRUCTURE
The portfolio uses a Barbell Structure (h/t @nntaleb).
80% Long Value #REITs
20% Long #BTC
40% Short $CAD (Leverage)
2/10
The portfolio uses a Barbell Structure (h/t @nntaleb).
80% Long Value #REITs
20% Long #BTC
40% Short $CAD (Leverage)
2/10
ALLOCATION
[53%] #RioCan $REI.UN
[27%] @DreamOfficeREIT $D.UN
[20%] #BTC
[40%] Leverage [Short $CAD]
Income [4.25% Dividend] from the 80% allocation to #REITs services and pays down the 40% leverage with monthly dividend payments.
3/10
[53%] #RioCan $REI.UN
[27%] @DreamOfficeREIT $D.UN
[20%] #BTC
[40%] Leverage [Short $CAD]
Income [4.25% Dividend] from the 80% allocation to #REITs services and pays down the 40% leverage with monthly dividend payments.
3/10
CASH + COMPOUND MACHINE
The portfolio combines a #REIT cash machine with a #BTC compound machine and enhances it with leverage.
1) Cash Machine = pay debt service + invest/allocate monthly
2) Strategic Optionality to pay off leverage
π¨οΈ Print π² Dollars and Stack Sats. 4/10
The portfolio combines a #REIT cash machine with a #BTC compound machine and enhances it with leverage.
1) Cash Machine = pay debt service + invest/allocate monthly
2) Strategic Optionality to pay off leverage
π¨οΈ Print π² Dollars and Stack Sats. 4/10
INVESTMENT CHARACTERISTCS
Inflation Protection + Durability/Anti-Fragility + Income + Growth
This combination of characteristics helps the portfolio manage volatility and inflation. It utilizes a leveraged value/income core with a growth kicker.
5/10
Inflation Protection + Durability/Anti-Fragility + Income + Growth
This combination of characteristics helps the portfolio manage volatility and inflation. It utilizes a leveraged value/income core with a growth kicker.
5/10
LOW CORRELATION +
VOLATILITY OPPOSITES
The magic of the #REITs and #BTC relationship is created by combining a low correlation (0.15) with opposite ends of the volatility spectrum.
#REITS Daily Std Deviation Vol 1%
#BTC Daily Std Deviation Vol 5%
6/10
VOLATILITY OPPOSITES
The magic of the #REITs and #BTC relationship is created by combining a low correlation (0.15) with opposite ends of the volatility spectrum.
#REITS Daily Std Deviation Vol 1%
#BTC Daily Std Deviation Vol 5%
6/10
POSITIVE REAL CASHFLOW FORMULA
[Increasing Real Income]
#REITS generate dividend cashflows that outpace inflation.
-Leasing Spreads > CPI,
-Completed Developments = New Recurring Revenue
vs
[Depreciating Fixed Expenses]
Real value of loan payments depreciate over time
7/10
[Increasing Real Income]
#REITS generate dividend cashflows that outpace inflation.
-Leasing Spreads > CPI,
-Completed Developments = New Recurring Revenue
vs
[Depreciating Fixed Expenses]
Real value of loan payments depreciate over time
7/10
RIOCAN
π¬ AAA Urban Retail Portfolio +
ποΈ 40.5M SF Residential Development Pipeline
= π²CASHπ² & Condo π¨οΈ
(in a housing shortage).
βοΈ Strategy Shift: Income -> Growth
βοΈ 96.4% Occupancy
βοΈ 6% Earn Yield
βοΈ 7.5% Lease Spreads
βοΈ Implied Cap 5.7% vs. Sales at 3.9% 8/10
π¬ AAA Urban Retail Portfolio +
ποΈ 40.5M SF Residential Development Pipeline
= π²CASHπ² & Condo π¨οΈ
(in a housing shortage).
βοΈ Strategy Shift: Income -> Growth
βοΈ 96.4% Occupancy
βοΈ 6% Earn Yield
βοΈ 7.5% Lease Spreads
βοΈ Implied Cap 5.7% vs. Sales at 3.9% 8/10
@DreamOfficeREIT
Toronto Offices π’ ($609/sqft) + $400M Dream Industrial π₯ $DIR π = Deep #Contrarian Value
βοΈ 4.19% Yield, Low Payout Ratio
βοΈ 8.9% Lease Spreads
βοΈ 22% Below NAV
βοΈ Strategy: sell non-core properties, buy back shares, NAVπ
βοΈ Scarcity 9/10
Toronto Offices π’ ($609/sqft) + $400M Dream Industrial π₯ $DIR π = Deep #Contrarian Value
βοΈ 4.19% Yield, Low Payout Ratio
βοΈ 8.9% Lease Spreads
βοΈ 22% Below NAV
βοΈ Strategy: sell non-core properties, buy back shares, NAVπ
βοΈ Scarcity 9/10
Thanks for reading the π§΅, DYODD.
#BTC + #REITS = Inflation Proof Income + Growth Portfolio
Follow the Hard Reit portfolio and see more Riocan/Dream Office/Reit content for free:
wealthplaybook.ca
Print #Fiat. Stack #Sats.
Beat #Inflation.
10/10
#BTC + #REITS = Inflation Proof Income + Growth Portfolio
Follow the Hard Reit portfolio and see more Riocan/Dream Office/Reit content for free:
wealthplaybook.ca
Print #Fiat. Stack #Sats.
Beat #Inflation.
10/10
@HedgeyeREITs your two favourite things Reits and Bitcoin together at last.
@JussiAskola consider mixing btc and Reits. I believe it is the winning formula.
@LawrenceLepard
Take a look at what happens when you combine leveraged reits with bitcoin.
You need to open up a third slot in your portfolio for #reits. Buy your own fiat printer.
Take a look at what happens when you combine leveraged reits with bitcoin.
You need to open up a third slot in your portfolio for #reits. Buy your own fiat printer.
β’ β’ β’
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