Investing in real estate isn't bad, but that doesn't make it good.
In this episode, Trishul and Aaron explore real estate as an asset class. They discuss individual investment properties, non-traded REITs, and publicly traded REITs. Real estate investments include equity and fixed income components, and they can have a low correlation to stocks and bonds. But it is the leverage that mortgages provide that makes all the difference. Even so, do you really need real estate in your portfolio?
MMS #13. Is real estate just a real pain?
Asset Return Assumptions
(VNQ) Vanguard Real Estate ETF - Performance
(VMBS) Vanguard Mortgage-Backed Securities ETF - Performance
Real Estate Investment Trust (REIT)
REIT Dividend Tax Rate
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.