Should a Balanced Portfolio Include Real Estate?

Stock Hax |

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

DISCLOSURE: The views and opinions expressed in this article are those of the authors, and do not represent the views of equities.com. Readers should not consider statements made by the author as formal recommendations and should consult their financial advisor before making any investment decisions. To read our full disclosure, please go to: http://www.equities.com/disclaimer

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