- No matter how experienced or inexperienced you are, if you have a substantial amount of skin in the game, you must develop your own system for investing.
- A key step in developing your own approach is to benchmark your investments by comparing your returns to well-regarded portfolios over the same period of time.
- As a REIT investor, you can focus on COWs (cash only wanted), where you seek to milk the companies for the maximum dividend stream, or you can focus on FROGs.
- FROGs (fast rate of growth), seek to leap to the maximum overall value for your portfolio, by maximizing gain, rather than yield.
- Here, I report the results of a benchmarking study, comparing the top 10 investments in my REIT portfolio against the Vanguard Real Estate ETF and two professionals' recommendations.
For further details see:
Benchmark Your Portfolio: The Top 10 REIT Professional Investors Challenge