Fundamental investing comes to life through real-world examples. This category features case studies that show how investment principles are applied in practice.
You’ll explore historical investments, business analyses, and real-world decisions made by successful investors.
Topics include Buffett partnerships, business acquisitions, and detailed investment breakdowns.
Introduction Due diligence is one of, if not the, most important periods in the real estate investment process. It is during the due diligence phase that the investor looks for any factors which can change the financial merits of the purchase. These factors may prompt the investor to either renegotiate terms with the seller or […]
Introduction to Commercial Real Estate Part 4: Due Diligence Read More »
I don’t frequently do book reviews, but occasionally a book is published that is so closely aligned with the Fundamental Investing Institute’s mission of educating and empowering entrepreneurs and individual investors that I would be remiss not to comment on it. Codie Sanchez’s book, Main Street Millionaire: How to Make Extraordinary Wealth Buying Ordinary Businesses
Review of Codie Sanchez’s Main Street Millionaire Read More »
Introduction What most distinguishes an investment asset from a speculative asset is the comparison of price vs. appraised value. To an investor, the comparison of price and value is the most important consideration. It is only fitting, then, that I devote a post in this series to the valuation of commercial property. Before I go
Introduction to Commercial Real Estate Investing Part 3: Valuing Commercial Property Read More »
Introduction In 2004, I accompanied a friend to a real estate networking event held at a local country club. As my friend and I made our way through the room looking for our assigned seat, we were approached by a middle-aged man. He politely introduced himself and then quickly asked if we were “accredited investors.”
Introduction to Commercial Real Estate Investing Part 2 – The JOBS Act Read More »
Introduction Unlike many other books or blogs, my intent is not to show how great commercial real estate is compared with other investment alternatives. Rather, my intent is to discuss, as objectively as possible, commercial real estate as an asset class. Specifically, I hope to reach smaller investors, who can now invest in real estate
Introduction to Commercial Real Estate Investing Part 1 Read More »
This essay is the first in a two-part series on the life and legacy of Charlie Munger. Charlie Munger, Warren Buffett’s partner and long-time vice chairman of Berkshire Hathaway, died on Tuesday November 28th, 2023, at the age of 99. Early Life Charlie Munger was born on January 1, 2024, in Omaha, Nebraska to Alfred
The Life and Career of Charlie Munger Read More »
