#73 - From Market Cycles to REITs: What Every Pilot Investor Should Know with Glenn R. Mueller, PhD

Passive Income Pilots

Welcome to another insightful episode of Passive Income Pilots! This week, Tait and Ryan are joined by Dr. Glenn Mueller, a seasoned economist and real estate professor with over 40 years of experience. Dr. Mueller explores the current economic landscape, the real estate market, and the fascinating REIT world. Whether you're curious about market cycles or looking to understand how to analyze REITs like a pro, this episode is packed with expert knowledge. Plus, stick around as Dr. Mueller reveals his daily go-to sources for staying ahead in real estate.

Dr. Glenn Mueller is a highly esteemed economist and professor with 48 years of experience in the real estate industry, including 41 years of research. A PhD graduate from the University of Denver, Dr. Mueller is renowned for his expertise in real estate market cycle analysis, REITs, and securities. He has published over 100 articles and served as an advisor to major institutions like CalPERS. Dr. Mueller’s insights are invaluable for anyone looking to navigate the complexities of the real estate market.

Enjoy the show!

Show notes:

(0:00) Intro

(1:34) Dr. Glenn Mueller’s extensive background and expertise

(4:42) Homeownership vs. income-producing real estate

(6:58) Overview of real estate market cycles and property types

(15:34) Analyzing REITs: Opportunities in the current market

(19:53) How to assess REIT stocks using NAV (Net Asset Value)

(23:21) What is a REIT, and how does it differ from private investments?

(26:57) Advantages of publicly-traded REITs

(30:17) Speculation in REITs vs. direct real estate investments

(33:28) Dr. Mueller’s personal REIT investment strategies

(37:00) Economic outlook and market predictions

(39:46) The future of housing supply and demand

(41:14) How industrial and retail sectors are adapting post-COVID

(43:41) Dr. Mueller’s go-to daily sources for market insights

(45:40) How to find Dr. Mueller’s work and resources

(47:11) Outro

Connect with Dr. Glenn R. Mueller:

LinkedIn: https://www.linkedin.com/in/glenn-mueller-95401a12/

Website: https://educatedreitinvesting.com/

Resources Mentioned:

Dr. Glenn Mueller’s Textbook: Educated REIT Investing on Amazon - https://amzn.to/3WVtWQx

Dr. Mueller’s Market Cycle Reports: University of Denver Burns School - https://daniels.du.edu/burns-school

Nareit Daily REIT News: Nareit Website - https://www.reit.com/

Vanguard REIT ETF (VNQ): Vanguard VNQ - https://investor.vanguard.com/etf/profile/VNQ

Pension Real Estate Association (PREA): PREA Website - https://www.prea.org/

CBRE Research and Reports: https://www.cbre.com/research-and-reports

JLL Research: https://www.us.jll.com/en/trends-and-insights

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The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.