How to Evaluate Real Estate Funds | The Financial Commute Video (Ep. 170)

The most important details in a real estate investment are rarely the ones on the first page of the marketing deck. In this candid conversation, Chief Investment Officer Meghan Pinchuk and Director of Growth & Advice Chris Galeski explore how real estate funds should really be evaluated. From aggressive assumptions and fee structures to alignment of interests and downside stress testing, they explain why great-looking numbers don’t always translate into great investments. Tune in if you’re interested in… Common assumptions that inflate projected real estate returns Why fees and manager incentives matter more than most investors realize How to think about downside risk and stress testing The hidden risks of open-ended real estate funds and “easy liquidity” promises Subscribe to receive new episodes of THE FINANCIAL COMMUTE to your inbox each week: https://mailchi.mp/mortonwealth/the-f... Interested in learning more about our investing and planning advice? Schedule an introductory call with an advisor: https://www.bit.ly/mortonintroductory... Or visit our website to learn more: https://wwww.mortonwealth.com The information presented herein is for discussion and illustrative purposes only. It is not intended as investment advice or financial advice and should not be construed as an offer or solicitation with respect to the purchase of any security or asset class. Morton makes no representations as to the actual composition or performance of any asset class. There is no guarantee that the investment objective will be achieved. Morton Wealth makes no representation that the strategies described are suitable or appropriate for any person. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. It should not be assumed that Morton will make recommendations in the future that are consistent with the views expressed herein. Past performance is no guarantee of future results. You should consult with your financial advisor to thoroughly review all information before implementing any transactions and/or strategies concerning your finances. #realestateinvesting #investingmindset #investing