Posted by on Jan 29, 2018 in Articles & Advice, Blog, Columns, Featured |

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By Jason Zweig | Jan. 26, 2018 11:58 am ET


Retiree Tom Miller was recently talking with his friend Aaron Chow about an investment Mr. Miller had made in Rich Uncles Real Estate Investment Trust I, a property fund whose shares don’t trade publicly.

Yes, it’s called “Rich Uncles.”

Mr. Chow studied its website, read every page of every regulatory document the company had filed, researched its accounting practices and peppered its investor-relations staff with phone calls. By the time he was done, even the REIT’s chief executive knew who he was….


To read the rest of the column: 

The Wall Street Journal







For further reading:


Jason Zweig, Your Money and Your Brain

Jason Zweig, The Devil’s Financial Dictionary

Benjamin Graham, The Intelligent Investor

Benjamin Graham and David L. Dodd, Security Analysis




Stock Market 101: Teaching the Wrong Lessons?

A New Way for Individuals to Invest in Real Estate

The Trendiest Investment on Wall Street…That Nobody Knows About

What’s Wrong With REITs, Anyway?

A Rediscovered Masterpiece by Benjamin Graham

A (Long) Chat with Peter L. Bernstein

The Dying Business of Picking Stocks