“I see a million dollar opportunity by selling this two unit rental property and taking that, call it $900,000, a million dollars of equity, putting it in the stock market and letting it compound for the next 5, 10, 15, 20 years.”

Rich Habits Podcast · 194: The Rules of Rich Habits

Play from 34:47
34:47

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What was described

suggest selling a two-unit rental property to unlock about $900,000 of equity and invest it in the stock market

$900,000 equity, $1.5 million property value, $590,000 loan

Said nearby on the same subject

“They've got about 57% of their portfolio that are invested in equities and stocks, about 8% in bonds”
♫
Said on The SME Stream
Hard number 57% equities, 8% bonds Share this moment
“You don't necessarily have to use the same value for the bank for stamp duty and for capital gains tax purposes. The bank may value a property at a million dollars, but you might sell it for $900,000.”
TW
Terry Waugh
The Structuring Podcast ·
How they work bank may value a property at a million dollars, but you might sell it … Share this moment
“We basically just invested in index funds. I think half of it was in a total stock market index fund. The other half was in a total international stock market index fund.”
♫
Said on The Long View
Why it worked Share this moment
“It's about $500 million if you're going to have a deal team and if you're going to invest in the private markets, which is private equity, venture capital, real estate.”
♫
Said on True Wealth: money & business podcast
Pricing $500 million Share this moment

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