Hedging your short on real estate.

[Wd40]

Okay, as expats life is great here financially, we can save a lot of money. However, we are not allowed to own real estate, 25% ABSD just doesn't make sense.

So most of us are short real estate and every year the central banks print money like mad, most asset prices shoot up and it becomes very difficult for us to buy a house when we go back to our home country.

It is a pain to buy real estate in home country and manage it from here.

So my question is how do you hedge this short on real estate? Do you increase your stock allocation or reduce it or something else?

[the observer]

Tapering and interest rate hike on the cards.

Chill. Inflation is all “transitory” ha. If you believe.

Otherwise …

https://www.investopedia.com/articles/i ... lation.asp

[Wd40]

Tapering and interest rate hike on the cards.

Chill. Inflation is all “transitory” ha. If you believe.

Otherwise …

https://www.investopedia.com/articles/i ... lation.asp

You should watch some recent Ray Dalio videos. He explains the fiat monetary system and its phases very well. US will not be able to raise rates, with all the debt, there will be stealth loss of purchasing power and assets inflation. Cash is trash.

[the observer]

Tapering and interest rate hike on the cards.

Chill. Inflation is all “transitory” ha. If you believe.

Otherwise …

https://www.investopedia.com/articles/i ... lation.asp

You should watch some recent Ray Dalio videos. He explains the fiat monetary system and its phases very well. US will not be able to raise rates, with all the debt, there will be stealth loss of purchasing power and assets inflation. Cash is trash.

Bill Gross was king until he got it wrong. All the hype now on Dalio and his views.

Whatever it may be, these blokes have stops in place, vs a properly levered up risk-reward strategy.

What has the common man got?

[Ignorant1]

Okay, as expats life is great here financially, we can save a lot of money. However, we are not allowed to own real estate, 25% ABSD just doesn't make sense.

So most of us are short real estate and every year the central banks print money like mad, most asset prices shoot up and it becomes very difficult for us to buy a house when we go back to our home country.

It is a pain to buy real estate in home country and manage it from here.

So my question is how do you hedge this short on real estate? Do you increase your stock allocation or reduce it or something else?

Sg has a good reits market. You may want to look there. May not give you a good exposure to residential real estate but then good enough options to express Your views .

[PNGMK]

Buy RE in open markets. The US is one

[the observer]

Tapering and interest rate hike on the cards.

Chill. Inflation is all “transitory” ha. If you believe.

Otherwise …

https://www.investopedia.com/articles/i ... lation.asp

You should watch some recent Ray Dalio videos. He explains the fiat monetary system and its phases very well. US will not be able to raise rates, with all the debt, there will be stealth loss of purchasing power and assets inflation. Cash is trash.

Your answer here.

https://www.ft.com/content/4c5b5e0c-897 ... 339c510e45