What's your real estate investment philosophy?

Question

Hey everyone,

I'm a student in an APMP (Applied Portfolio Management) class where my group manages a real portfolio, and we've been working on defining our investment philosophy. The class is focused on stocks, but I've been trying to figure out how those ideas carry over to real estate.

So I'm curious: what's your personal philosophy when it comes to real estate investing?

• Got a guiding principle or motto you invest by?
• How do you balance risk vs. steady, compounding returns?
• Do you stick to a niche or diversify?

Trying to see if portfolio management principles translate to property, or if real estate is a whole different mindset. Appreciate any notes you've got!

Best,

Jay Toluganti · Answer

My philosophy is based on below books:

Strategy:

Rich man in Babylon

Robert Kiosaki

• Rich Dad Poor Dad
• Cashflow Quadrant
• Guide to investing
• Real book of Real Estate

Real Estate Journey:

Ken McKelroy

• ABCs of Real Estate Investing
• Advanced book of Real Estate Investing
• ABC of Property management

i love cashflow game. Gave me clarity lot of times

Shiloh Lundahl · Answer

I've never heard of anyone asking about a real estate investing philosophy. I've heard of many people speak about their real estate investing strategy.

I would say my real estate philosophy would be create equity in a sustainable way and then trade up.