Kevin Damken (Chevs)

HODL

Same

@GrahamStephan Buy Bitcoin instead.

My real estate portfolio is hitting all-time highs, yet I’m selling everything. Here is the silent killer that nobody is talking about: On paper, the portfolio is doing great. My property values have appreciated, rents are stable, and vacancies are low. But if you look beneath the surface, the math is fundamentally broken. We are currently witnessing a massive divergence between Nominal Returns (the price on Zillow) and Real Returns (what you actually keep). While headline inflation has cooled to around 3%, the "Landlord CPI" is currently running at double-digit speeds, eating investors alive from the bottom up. Here are the three anchors weighing down portfolios in 2026: 1. The Insurance Spike 📉: In states like California and Florida, we aren't seeing small bumps. We are seeing 50% year-over-year premiums increases. There are properties where the insurance cost has now surpassed the mortgage interest. That is a cash-flow killer that no amount of rent increases can ethically (or legally) cover. 2. The Tax Drag 🏛️: Local governments are strapped for cash, and property owners are the easiest target. Appraisals are soaring, meaning your property tax bill is rising significantly faster than your rental income. In places like Texas, we are seeing 20%+ hikes in valuations. 3. The "Real" Loss 💸: This is the part most investors miss. If your home value rises by 2% this year, but inflation is 3%, you haven't made money. You have technically LOST 1% of your purchasing power. You are taking on debt, liability, and stress just to go backward in real terms. For the last decade, Real Estate was a no-brainer. Low Rates + Low Overhead = High Returns. 2026 is turning it into a grind. High Overhead + Sticky Inflation = Negative Real Yields. I recently sat down and calculated my Return on Equity (ROE) across my entire portfolio. I realized I had millions of dollars in equity trapped in properties that were barely yielding 4.5% after these new costs. I can get 4.5% in a risk-free savings account without worrying about 2 AM emergency calls, squatters, or a new roof. I could get much more in a diversified portfolio of index funds. That is why I’m selling. I’m moving from Asset Accumulation to Capital Flexibility. If you are a landlord, you need to run these numbers today. You might be working for your house, rather than your house working for you. But if you are someone looking to buy your first house, there are still cases where this might make sense for you. I broke down the exact math, the specific markets I’m watching, and where I’m moving my capital in this week’s newsletter. I'll drop the link here in a bit.

🍊 The Bitcoin-powered soccer team @losnaranjerosfc lost in Game 7 against Tysons in the “Liga Empresarial - Clausura 2025-2026” tournament.

🍊 The Bitcoin-powered soccer team @losnaranjerosfc won in Game 6 against La Monchiza in the “Liga Empresarial - Clausura 2025-2026” tournament.

The most cyberpunk video you will see today. This portable container of Bitcoin mining computers are plugged into an oil well somewhere in the North Dakota wilderness. It makes a profit by using the extra methane gas that is usually wasted and burned.

@GrantCardone Attach Bitcoin to the business, keep delivering value with the business, repeat.

How would you take a business that does $700M to $7B? I want your advice....

@julianhosp Why so salty on Bitcoin?

True, but changing the maximum supply is a million times easier with bitcoin than for gold and if you don't get that, you are truly a brainwashed idiot, sorry: One is changing a line of code... the other one would be alchemy.

After 9 years in Bitcoin, I sold all my BTC over the last 3 days at $87,000 and here's why.

I just got this banger book as a Christmas gift from my wife. Can’t wait to read it. @JeffBooth

Merry Christmas 🧡

Great video by @jackmallers

@SteveOnSpeed Mindset

In ONE WORD, what prevents most people from getting rich?

Bitcoin

🍊 The Bitcoin-powered soccer team @losnaranjerosfc lost in Game 5 against Toritwo FC in the “Liga Empresarial - Clausura 2025-2026” tournament.

@PeterSchiff @Rajatsoni Im waiting for the crash like

@Rajatsoni Don't worry. You will get your crash soon enough.

Not gonna lie, Bitcoin's sideways movement is extremely frustrating Either crash or skyrocket, I don't care Just stop going sideways Now I understand why all the tourists get shaken out before big moves

@Excellion @saylordocs That’s Samson Lee

@saylordocs That’s not Tom Lee.

Tom Lee says “In the age of Bitcoin, having a financial advisor is like saying the McDonald’s cashier is your nutritionist.”

🍊 The Bitcoin-powered soccer team @losnaranjerosfc lost in Game 4 against Guerreros LP in the “Liga Empresarial - Clausura 2025-2026” tournament.

The optimists wins more than the pessimists.

You can't stop #Bitcoin