标题: include real estate in asset base for IPS return req? [打印本页] 作者: ASSet_MANagemen 时间: 2011-7-11 20:07 标题: 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?作者: pennyless 时间: 2011-7-11 20:07
I have never seen a problem where the house is in the investable asset base.作者: oneboy 时间: 2011-7-11 20:07
should home be mentioned in unique circumstances? hardly seems unique, but is a large illiquid asset作者: lcai 时间: 2011-7-11 20:07
any other opinions?作者: justin88 时间: 2011-7-11 20:07
