$
%
$
Freddie Mac's Primary Mortgage Market Survey®: Fixed Rate Mortgage Rate
30-Yr 15-Yr
6.65 5.8

Real estate investing involves purchasing property to generate rental income, appreciation, or both. It can include residential, commercial, or rental properties.

11. Real Estate Investing

Recommendation Buy a primary residence if you plan on living in the same area for at least 5 to 10 years. If not invest in REITs.
  • Diversification: Real estate provides a tangible asset that often behaves differently from stocks, reducing portfolio risk.
  • Cash Flow: Rental properties can generate steady monthly income, providing a reliable source of cash flow.
  • Appreciation: Property values tend to increase over time, offering potential long-term capital gains.
  • Tax Benefits: Real estate investors can deduct expenses like mortgage interest, property taxes, and depreciation, reducing taxable income.
  • Leverage: You can use borrowed capital (mortgages) to purchase properties, amplifying potential returns.

Real Estate vs. Stocks

  • Volatility: Real estate is generally less volatile than stocks, providing more stability during market downturns.
  • Income vs. Growth: Stocks primarily offer growth through capital appreciation, while real estate provides both income (rent) and appreciation.
  • Control: Real estate allows you to directly manage and improve your investment, unlike stocks where you have no control over company performance.
  • Liquidity: Stocks are more liquid and can be sold quickly, while real estate transactions take time and effort.

The content on this website is for informational purposes only and should not be considered as financial advice. We are not financial advisors, tax professionals, or legal experts. All investment strategies and investments involve risk of loss. Past performance does not guarantee future results. Please consult with qualified professionals regarding your specific financial situation before making any investment decisions.