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Robert Brokamp

๐Ÿ‘ค Speaker
2120 total appearances
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Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Yeah.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

And we should acknowledge, first of all, the Motley Fool hat as a 401k back in that day was not that unusual because we were a young company, we're a small company.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

And with a small company, you just did not have great options.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Yeah.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Fortunately, it's not quite so difficult nowadays.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

But even though we still had that small plan, we were successful at lobbying the powers that be at The Fool to say, okay, let's see what we can do to get a better plan.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

We formed a committee, this is more than 20 years ago, and we still meet on a quarterly basis.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

And now actually our plan is pretty good.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

So given our experience, let's see if we can help some listeners do the same.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Where do you think people should start with assessing their plan and determining whether it needs improvement?

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Hey, Fools, we're taking a quick break for a word from our sponsor for today's episode.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Real estate.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

It's been the cornerstone of wealth building for generations, but it's also often been a major headache for investors with 3M maintenance calls, tenant disputes, and property taxes.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Enter Fundrise's flagship fund, a $1.1 billion real estate portfolio.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

with more than 4,000 single-family homes in the Sunbelt communities, 3.3 million square feet of in-demand industrial facilities, all professionally managed by an experienced team.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

The flagship fund taps into some of real estate's most attractive qualities, long-term appreciation potential, a hedge against inflation, and diversification beyond the stock market.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Check, check, and check.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

All without the complex paperwork, massive down payments, and soul-sucking landlord duties.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Visit Fundrise.com to explore the portfolio, check out historical returns, and see just how much easier investing in real estate can be.

Motley Fool Hidden Gems Investing
Advocate for a Better 401(k) and Tax-Smart Charitable Giving

Carefully consider the investment objectives, risks, charges, and expenses of the Fundrise Flagship Fund before investing.