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Video: How to Invest in Real Estate - Magnifi Insights

Video: How to Invest in Real Estate

Published by: Magnifi Team
•Jun 28, 2022
Risk Management
Video: How to Invest in Real Estate

How to Invest in Real Estate

Video

Video Transcript:

Hey, this is Anne from Magnifi, and today I wanted to take a look at investing in real estate.

So I've been wanting to include some real estate into my portfolio, so I thought I'd take a look at what's out there and see what type of fund or stock I might want to put into my portfolio. So when I'm getting these results, obviously getting a mix of funds and stocks and can click in to learn more. And I'm seeing a lot of REITs here. So those are real estate investment trusts. So seeing a short term lease duration, looks like all these have something like slightly different going on for them. And looking at one here that has excludes mortgages. So that's interesting. So this would be investing in real estate that's not invested in homes. So that's actually something I could even include in my search if I wanted to. So maybe I'll go back and make this search a little bit more specific and say something like, real estate, no mortgage.

On these results we're seeing that home ownership score. So we're seeing that some of these have as low as 0, .01, so really low exposure to homes within these funds, and then also still getting that exposure to the real estate sector. Another thing I like to do when I'm looking at a new asset class or a new asset manager that I want to invest in is I like to take a look at that Fi360 score. This is going to show me the fiduciary risk of the investment. So it's going to go from a scale of zero to 100, with zero being low fiduciary risk, 100 having higher risk score, so a higher fiduciary risk. And this just gives me kind of a quick idea of what that risk score is just by clicking the dropdown menu and taking a look at that. Another way I can look at it, and another data set we have is Morningstar ratings.

So I could say something like, high Morningstar rating, and then that's going to show me the risk adjusted return. So that Morningstar rating is a one to five scale, and it's going to tell me the historical performance, looking at risk adjusted return. So once I've taken a look at these scores, I can go back through, look at that home ownership, look at those sectors again, I have all those options. Again, take a look at that fiduciary risk score.

Looks like by adding that high Morningstar rating into that search, these are showing me new results with lower fiduciary risk. And then from here, once I kind of have a better idea of what I want to invest in, I could put these into my compare tool and compare them. I could put them on my watch list, or if I found one that I really liked I wanted to invest in, I could go ahead and just click that buy button, put it on my cart and go from there. For me, what I think I'll do is run a couple more searches, get a better idea of what's out there, do a little bit more investigation before I make my final investing decision.