Bogleheads On Investing Podcast · bogleheads

Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri

January 23, 2024·57 min·1 clip

On behalf of all Bogleheads worldwide, we wish Taylor Langston a happy 100th birthday.

Bogleheads on Investing episode 66 features Dr. Jim Dolley (White Coat Investor) discussing his no-hype real estate investing course and Dr. John Wirth from NAREIT explaining REITs. Opens with tribute to 100-year-old Bogleheads founder Taylor Langston. Covers foundational concepts: 4-quadrant framework (equity vs debt investing), property classification (Class A-D), and 8-way investment continuum from ground-up construction to public REITs. Dolley emphasizes Boglehead approach: passive real estate through REITs and private funds rather than active landlording. Discusses tax benefits (depreciation, 1031 exchanges) and why real estate offers low-correlation diversification to stocks/bonds.

As heard by us

A measured look at real estate as risk, tax treatment, and portfolio choice.

The episode treats real estate as part of portfolio thinking, not a side topic. Rick Ferry keeps the discussion practical as Jim Dawley and John Wirth move through depreciation, 1031 exchanges, REITs, and where real estate fits beside stocks and bonds.

Read the full review in PlayNext →

Why you'd press play

Want a plain-English map of real estate's place in a portfolio?

Read the full recommendation in PlayNext →

Listen to the show on

Apple Podcasts Spotify

Play clips from this episode More from Bogleheads On Investing Podcast