Real Estate

Value Investment Fund's Two 1/2 Year Running Average Annual Return After Quarterly Taxes (28%) = 23.78% Thru 03/31/2022

This site's Value Investment Fund has outperformed all major indices since inception two and half years ago. A 23.78% annual return after taxes (28% tax rate) is simply unheard of with any fund in the market. This Fund's average annual pre-tax return is 31.09%. Here is a list of the major indices and their average annual pre-tax return over the last two and half years:
Businessecon.org's Value Investment Fund 31.09%

- Dow Jones Industrial Average 10.83% S&P 500 18.53%
- S&P Composite 1500 18.37% Russel 2000 13.73%
- NASDAQ 100 30.13% NASDAQ 26.25%
- Invesco QQQ 30.31% Vanguard Growth 24.83%

This exceptional return on capital investment demonstrates unequivocally how the principles of value investing simply outperform all other forms of investing. Only sheer coincidence with one's picks, referred to as 'luck', can beat value investing.

This site's Value Investment Fund's Annual Returns (Pre-Tax Basis):
. 2020 - 34.41%
. 2021 - 41.08%
Year-to-Date Thru 04/30/2022 - .41% (see chart below, click to enlarge)
Notice how this site's Fund had a positive return while all major indices had dramatic losses? This is due to risk reduction which is one of the four core principles taught in Phase I of this program. If you want returns like this for your investment fund, then learn more, click here: Membership Program.

A FREE alternative is to only receive updates on this Fund's performance via regular e-mails. Members receive regular updates, action announcements, in-depth analysis, portfolio reviews, and the education program. Subscribe for free updates only via this form:

One of the largest industries in the form of financial activity, real estate represents nearly 20% of the US economy. It is broadly defined to include not only commercial and residential activity but farmland too. This section of the website is devoted to the economic and business standards used in this vast industry.

For now, enjoy the information and if you have questions, ask me by sending me an e-mail to dave (use the standard symbol) businessecon.org, I’m trying to prevent spam. Act on Knowledge.

Value Investing Episode 1 – Introduction and Membership Program

Apartment Complex Profit and Loss Statement – (Revenue Section) Best Presentation Format
In the apartment complex industry I have had the privilege of reviewing four different presentation formats prepared by different Certified Public Accounting Firms. Interestingly enough, they were all distinctly different. But one stood out! It made much more sense than the others. One of the other three had an interesting subsection and so I combined the best ...
Don’t Flip Them, Finance The Flip!
The rage in real estate for the last 17 years has been flipping houses. Simple tenet of buy low, fix it up and sell high – House Flipping Business Dynamics. What if I told you there was more money to be made with less risk and very little work if you simply finance the deal? You would ...
Financial Leverage in Real Estate
Financial leverage refers to using a third party’s money to increase profit for the borrower. With real estate, the profit or equity in the property is the weight being lifted by the use of a lever (borrowing money) on the fulcrum (the property).
House Flipping – Business Dynamics
There is a lot of misinformation about flipping real estate on the internet and on television. I’m mostly shocked by the lack of detailed information related to the entire cost of the project and the adjusted sales price. I have yet to read a single article that goes into the details of the business dynamics of flipping ...
Occupancy Rate – How to Evaluate
Temporary housing includes hotels, motels, resorts, apartment complexes and rental homes. The number one tool to measure performance is occupancy rate. This is the number of nights the facility is occupied against total available nights.
Real Estate Agent – Drawbacks and Delusions
The highest prized benefit of owning your own business is independence. You rely on your skills and have to report to no one but yourself. This is the allure of becoming a real estate agent. Imagine, making a lot of money and working when you want to work. Very appealing to just about anyone, wouldn’t ...