Hedging your short on real estate.

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Wd40
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Hedging your short on real estate.

Post by Wd40 » Sat, 16 Oct 2021 10:28 am

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
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Re: Hedging your short on real estate.

Post by the observer » Sun, 17 Oct 2021 9:41 am

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

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Wd40
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Re: Hedging your short on real estate.

Post by Wd40 » Sun, 17 Oct 2021 11:19 am

the observer wrote:
Sun, 17 Oct 2021 9:41 am
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
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Re: Hedging your short on real estate.

Post by the observer » Sun, 17 Oct 2021 12:06 pm

Wd40 wrote:
Sun, 17 Oct 2021 11:19 am
the observer wrote:
Sun, 17 Oct 2021 9:41 am
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
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Re: Hedging your short on real estate.

Post by Ignorant1 » Mon, 18 Oct 2021 11:07 am

Wd40 wrote:
Sat, 16 Oct 2021 10:28 am
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 .

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PNGMK
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Re: Hedging your short on real estate.

Post by PNGMK » Tue, 19 Oct 2021 7:56 am

Buy RE in open markets. The US is one
I not lawyer/teacher/CPA.
You've been arrested? Law Society of Singapore can provide referrals.
You want an International School job? School website or http://www.ISS.edu
Your rugrat needs a School? Avoid for profit schools
You need Tax advice? Ask a CPA
You ran away without doing NS? Shame on you!

the observer
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Re: Hedging your short on real estate.

Post by the observer » Thu, 21 Oct 2021 8:46 pm

Wd40 wrote:
Sun, 17 Oct 2021 11:19 am
the observer wrote:
Sun, 17 Oct 2021 9:41 am
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

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