Category Archives: Investing Forecast


Qualified Opportunity Funds Revisited

Posted on September 24, 2019 in Investing Forecast, Tax
A Sense of Urgency Coupled With Caution for Potential Investors Last month, we shared the hypothetical story of Ruth & Jim … a couple who were financially well-off, but who faced the potential for a major capital gains tax bite. As an intelligent move, they sought advice from their trusted financial advisors. That effort led to their learning of a provision of the new tax law that converts long-term capital ...Read More

Fed To Cut Interest Rate This Month

Posted on July 16, 2019 in Investing Forecast
Federal Reserve Chairman Tells Congress Federal Reserve Chairman Jerome Powell was clear in his testimony to Congress that the central bank is very likely to cut interest rates in July. He emphasized that the Fed was prepared to act to offset a potential declining economic outlook due to trade tension coupled with a weaker global economy. Adding to this expectation, Federal Reserve Bank of Chicago President Charles Evans said lower ...Read More

6 Things You Can Do To Thrive When the Downturn Surfaces

Posted on April 2, 2019 in Investing Forecast
In last month’s article, I admitted to: Being generally pleased with my projections for the economy over the last several years … especially as it has impacted residential real estate investors and tenants. Recognizing signs that the market is slowing and recession is impending as we approach the end of the peak economic cycle we’ve enjoyed these past nine years or so. Having murky vision as I gaze into my ...Read More

The 3 R’s of the Economy: Recession, Recovery, Recession

Posted on March 22, 2019 in Investing Forecast
Where Are We Now … What’s on the Horizon Generally, I’m pleased with my projections for the economy over the last several years … especially as it has impacted residential real estate investors and tenants. Now, I offer a note of caution as I envision embryonic, yet clearly evident, signs that the market is slowing. In my mind, there is unmistakable evidence that recession is looming as we approach the ...Read More

Mortgage Rates On The Rise

Posted on October 23, 2018 in Investing Forecast, Real Estate Investment
Winners & Losers: Single Family Landlords and/or Renters? It’s no secret … single-family residential mortgages are on the upswing. As a matter of fact, according to YCHARTS the benchmark US 30 Year Mortgage Rate is at 4.90% 3.85% last year. Now put that in perspective.  It costs 25% more to borrow money right now compared to the same time last year! So what’s the upshot of this turn of events? ...Read More

2018 Changes For Residential Rental Investors

Posted on March 27, 2018 in Investing Forecast
The Times They Are A’changing … Be Alert, Diligent & Proactive In January of this year, I predicted that 2018 will be the year of promise for landlords. My core foundation was, and remains, based on the facts that: Employment & Wages Are Up; Taxes Are Down; plus a Brand New, Major Tax Break for Residential Rental Investors Read my original article here. As we approach the end of the ...Read More