Real Estate

Value Investment Fund's Two 3/4 Year Running Average Annual Return After Quarterly Taxes (28%) = 18.78% Thru 06/30/2022

This site's Value Investment Fund has outperformed all major indices since inception two and three quarter years ago. An 18.78% 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 26.59% (thru 08/31/22). Here is a list of the major indices and their average annual pre-tax return over the last two and three-quarter years:
Businessecon.org's Value Investment Fund 27.38%

- Dow Jones Industrial Average 7.41% S&P 500 12.45%
- S&P Composite 1500 12.40% Russel 2000 7.88%
- NASDAQ 100 20.23% NASDAQ 17.01%
- Invesco QQQ 20.26% Vanguard Growth 16.08%
- Wilshire 5,000 11.65% Russell Top 200 14.17%

This exceptional return on capital investment demonstrates unequivocally how the principles of value investing simply outperform all other forms of investing AND THIS IS AFTER TAXES. Only sheer coincidence with one's picks, referred to as 'luck', can beat value investing. All activity is recorded in real-time on this website.

This site's Value Investment Fund's Annual Returns (Pre-Tax Basis):
. 2020 - 34.41%
. 2021 - 41.08%
Year-to-Date Thru 08/31/2022 - 4.77% (see chart below, click to enlarge)
Notice how this site's Fund had a dramatically lower loss while all major indices had huge 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 ...