Title: How Eleanor Increased Her Inherited IRA Income by 8% by Analyzing Net Operating Assets of REITs Tagline: How Eleanor Increased Her Inherited IRA Income by 8% by Analyzing Net Operating Assets of REITs Problem: Eleanor, a recently widowed 68-year-old, inherited a $1.8 million Traditional IRA primarily invested in dividend-paying stocks and bonds. Concerned about maintaining her standard of living and the impact of Required Minimum Distributions (RMDs), she sought a more diversified and potentially higher-yielding income stream without taking on excessive risk. She considered investing a portion of her IRA in Real Estate Investment Trusts (REITs) but lacked the expertise to evaluate their financial health effectively, especially given the complexities of REIT accounting. How could Eleanor confidently assess which REITs offered the best risk-adjusted returns and generate a higher income stream from her inherited IRA? Solution: Eleanor utilized the Golden Door Asset Net Operating Assets (NOA) calculator to analyze the financial statements of several REITs she was considering. By accurately calculating each REIT's NOA, she gained a clearer picture of their operating efficiency and profitability, independent of financing decisions. This allowed her to compare REITs on a more level playing field. Critically, she combined this NOA analysis with research on industry trends and management quality. By focusing on REITs with high-quality NOA and strong industry positioning, Eleanor made informed investment decisions. ROI: By strategically reallocating $300,000 of her IRA into REITs with strong NOA performance identified using the calculator, Eleanor increased her annual income by approximately $24,000 (an 8% increase on the invested capital). This allowed her to comfortably meet her living expenses and RMD obligations without depleting her principal. Furthermore, understanding the underlying operational efficiency of her REIT investments gave her peace of mind, knowing she was not solely reliant on leverage or market speculation for returns. The NOA analysis provided a risk-mitigating approach, ensuring the stability of her retirement income. Description: Unlock hidden income potential in your inherited IRA! This case study demonstrates how calculating Net Operating Assets (NOA) can help retirees like Eleanor make smarter investment decisions, increasing income and minimizing risk. Discover how she used our NOA calculator to boost her returns. Category: Client Service