Category: Investment Moats

First REIT Proposal to Restructure Master Leases – Some Thoughts

Yesterday evening, First REIT announced a restructuring proposal with their master leasor Lippo Karawaci. This proposal would still have to be approved by unit holders during an extra general meeting. I am just going to do a short note here. First REIT generally masters lease a portfolio of hospitals bought from parent Lippo Karawaci… back […]

The post First REIT Proposal to Restructure Master Leases – Some Thoughts appeared first on Investment Moats.

4 Potential Ways to Estate Tax-Proof Your Investments

If you hold a portfolio of US stocks or the US incorporated exchange-traded funds (ETF), you might want to take note of the potential estate tax implication should you suddenly passed away. An estate tax is a tax on the net worth of an individual above an exempted amount. These taxes are usually levied when […]

The post 4 Potential Ways to Estate Tax-Proof Your Investments appeared first on Investment Moats.

How I view COVID as an Opportunity to Stress Test My F.I.R.E Plan

A couple of months ago, someone asked on Reddit about how our experience these few months living in financial independence. He was also curious if our friends are more open-minded about pursuing financial independence, retiring early (FIRE) than a lot of his peers. That is how I first got to know BOCH. We went out […]

The post How I view COVID as an Opportunity to Stress Test My F.I.R.E Plan appeared first on Investment Moats.