返回列表 发帖

include real estate in asset base for IPS return req?

i've done a past IPS in which the person said explicitly that his house shouldn't be included, and another one where a guy had commercial real estate investments worth $14M but i didn't get to find out whether they should be included cuz he gifted them all away at time zero.

am i right to assume that if we're told our guy has a 2 million dollar house, and we're told nothing else, that we should NOT be including it in the asset base?

what if it's not the guy's house, but a certain amount of "commercial real estate" investments, and we're told nothing else. would we include those in asset base?

I have never seen a problem where the house is in the investable asset base.

TOP

should home be mentioned in unique circumstances? hardly seems unique, but is a large illiquid asset

TOP

any other opinions?

TOP

i have never seen it included

TOP

返回列表