In partnership with

15,600 properties leased to over 1,600 clients across 91 industries.

What if you could own a piece of that portfolio with a single click?

It’s possible by investing in REITS, Digital Real Estate for purchase.

In today’s email:

• Customize your portfolio

• Track your progress

• Choose Profitable REITs

• Final Thoughts

👇Watch: Ready to Start A Side Hustle? Watch my YouTube channel below.

TOP STORY

🛡️ Customize Your Portfolio

Welcome to Part #2 of How To Become A Real Estate Mogul Without Owning Property.

If you missed Part #1 you can read it here:

 💰 How To Become A Real Estate Mogul Without Owning Property (Part 1) 

The following strategy is only a suggestion and meant to educate you, this is not financial advice.

Instead of picking individual REITs, you could consider building a simple three-fund portfolio that takes a couple minutes to manage:

Fund 1: VTI (Total Stock Market) - This gives you ownership in the entire US stock market.

Fund 2: VNQ (Real Estate) - This is your REIT exposure across hundreds of properties.

Fund 3: BND (Total Bond Market) - This provides stability during rough patches.

Everyone has different views, goals and levels of risk they are comfortable with.

Please make sure to do your research on which REITs either individual or ETF makes the most sense for you and your portfolio.

PARTNERSHIP

A Message from our Partners

👇 Every click Supports Mattox Minute👇

Unlock the Power of AI With the Complete Marketing Automation Playbook

Discover how to reclaim your time and scale smarter with AI-driven workflows that actually work. You’ll get frameworks, strategies, and templates you can put to use immediately to streamline and supercharge your marketing:

• A detailed audit framework for your current marketing workflows

• Step-by-step guidance for choosing the right AI-powered automations

• Pro tips for improving personalization without losing the human touch

• Tools and templates to speed up implementation

Built to help you automate the busywork and focus on work that actually makes an impact.

Steal the Playbook

📊 Tracking Your Progress

I’m super picky about making sure I keep track of my portfolio.

In fact, I check my stats everyday, maybe that’s just the anxious in me but I like to have an idea of how things are trending.

I found it helpful to create a spreadsheet with these columns: Date, Amount Invested, Total Portfolio Value, Quarterly Dividends Received.

🤑 How To Choose Profitable REITS

The following information is a combination of my own experiences and sourced information I’ve found. This is not financial advice please consult a professional.

Dividend Yield: 3-7% (Sweet Spot)

This tells you how much income you'll get yearly. Find this on Yahoo Finance or your broker app.

Good: 4-6% yield
Avoid: Under 3% (too low) or over 8% (probably risky)

Funds From Operations (FFO): Growing Each Year

FFO is like profit for REITs. You want this number going up every year for the past 5 years.

Where to find it: Company's investor relations page or financial websites
What to look for: Steady growth, even if small (3-5% yearly is great)

Debt-to-Equity Ratio: Under 1.0

This shows how much debt the company has. Lower is safer.

Good: 0.3-0.7
Avoid: Over 1.0 (too much debt)

Occupancy Rate: Above 90%

This shows how full their buildings are. Higher is better.

Excellent: 95%+ occupancy
Good: 90-94% occupancy

Track Record: 10+ Years of Dividend Payments

You want REITs that paid dividends even during tough times when the economy is struggling.

You can look up their dividend history on Dividend.com or Yahoo Finance

Skip the AI Learning Curve. ClickUp Brain Already Knows.

Most AI tools start from scratch every time. ClickUp Brain already knows the answers.

It has full context of all your work—docs, tasks, chats, files, and more. No uploading. No explaining. No repetitive prompting.

It's not just another AI tool. It's the first AI that actually understands your workflow because it lives where your work happens.

Join 150,000+ teams and save 1 day per week.

Try ClickUp Brain Free.

🔥 Final Thoughts

No matter if you’re a beginner or seasoned pro with investing you always want to weigh your risk.

Don’t ever spend/invest more than you can afford to lose.

I started investing around 2017/2018 with Robinhood and started investing in stocks of companies I support and use their products.

I don’t think you should overcomplicate investing at first, if you can’t afford to buy a whole share consider buying a fractional share/slice to get your foot in the door until you can invest in more.

👉 Hit Reply to ask any questions you may have, I’m more than happy to share my experiences so far with investing.

SHARE MATTOX MINUTE

Partner Disclosure: Please note some of the links in this post are affiliate links, which means if you click on them and make a purchase, I may receive a small commission at no extra cost to you.