Should a Balanced Portfolio Include Real Estate?
September 26, 2017
•1 min read
Real estate typically requires a sizeable upfront investment, and it historically has shown
lower rates of return than a balanced portfolio of securities has. So, is real estate even worth it?
In many cases, yes. It all depends on your lifestyle and your tolerance for risk. After all, you
can invest smaller amounts of capital in real estate via
REITs and
wholesaling
, for example. What’s more, you can contribute to the value of real
estate via modernization and refurbishment projects; that’s not the case with most equity
investments.
The team at Stock Hax
put together the infographic below to demonstrate and compare the benefits of investing in real
estate vs. investing in securities. How you balance your portfolio of assets is a personal
question that depends on many factors, but the bigger point is clear: Invest somewhere, or you
will lose out to inflation over the long haul.
Source: Real Estate vs. Stocks: Which is the Smarter Investment? [infographic] – Stockhax.com
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