- How Much Real Estate Should Be in Your Portfolio?
When diversifying your portfolio with alternative assets like real estate, it’s common to wonder how much real estate should be in your portfolio. While many people own the home they live in, generally that’s not considered a real estate investment.… read more…
- Should You Save for Retirement or Invest in Real Estate?
Most Americans have some form of retirement savings, typically held in a tax-advantaged retirement account like a 401(k). At the same time, 65% of American households own their homes. That begs the question: should you save for retirement or invest in real estate? And, if you are saving up for retirement, should you put your… read more…
- What Is a Hybrid REIT?
Investors often look to real estate to diversify their portfolios and mitigate risk. However, many investors don’t want the responsibility or risk of owning individual real estate properties. REITs are a way to buy real estate to get the benefits of ownership without the headaches of managing properties. There are many different types of REITs… read more…
- Internally Managed vs. Externally Managed REIT
Real estate investments offer different opportunities, especially REITs. Internally managed REITs have managers who make investment decisions for clients, while externally managed REITs hire third-party management. How you decide between one type of REIT over the other depends on your investment strategy and goals. Understanding the advantages and disadvantages of each will help you figure… read more…
- Should You Invest in Low-Income Housing?
There are many reasons investing in low-income housing can seem appealing. Perhaps you are interested in providing high-quality housing to those in need. And some government programs have made this kind of investing more appealing, such as the Tax Cuts and Jobs Act of 2017, which created opportunity zones. So-called opportunity zones are areas that have… read more…
- Can I Rent Out My Second Home?
Most property owners are familiar with the rules of property ownership, but what about a second property? Can I rent out my second home? You may be in luck. Owners of a second home can rent it out from time to time, and the property can still qualify as a second home. This is largely… read more…
- How to Buy Metaverse Real Estate
The advent of cryptocurrency and non-fungible tokens (NFTs) has led to the emergence of highly speculative assets, in what is called the metaverse, that come with significant risk – and the potential for massive profits. Now, the metaverse is gaining… read more…
- How to Build a Diversified Real Estate Portfolio
Diversifying a portfolio by investing in real estate can help to manage risk and potentially improve long-term returns. It can also boost income and your portfolio’s capital appreciation. Real estate investments can be diversified by investing in different types of real estate and different geographic regions and also by balancing riskier real estate investments against… read more…
- What Is the 50% Rule in Real Estate?
When evaluating a rental property, simple rules of thumb can help you estimate your potential profitability before diving into the details. One of the most common is the 50% rule, which suggests that a property’s operating expenses will typically equal about half of its gross rental income. This guideline can be a quick way to… read more…
- How to Calculate Cash Flow in Real Estate
Investing in cash flow real estate, also known as rental property, can be an effective way to generate a largely passive stream of income. You buy a property, install a tenant or two and collect monthly rent payments. It sounds simple enough, but there’s a little more involved in making sure that a rental property… read more…
- How to Form an LLC for Real Estate Investing
A limited liability company, or LLC, is one of the most common corporate forms in American business. It is relatively easy to establish and allows individuals or small groups to do business under a corporate name. Investment LLCs, in which you… read more…
- Real Estate Mortgage Investment Conduit (REMIC)
A real estate mortgage investment conduit (REMIC) holds a fixed pool of mortgages for investors and could be used as a tax shelter for capital gains. It’s similar in composition to an exchange-traded fund (ETF) or mutual fund, but it’s complex for purposes of taxation. Even so, REMICs can be good investment vehicles for risk-averse retail… read more…
- Tax Lien Investing vs. Tax Deed Investing
Investing in tax liens and tax deeds offers a profitable way to diversify through real estate. While both involve unpaid property tax debt, they differ in structure and benefits. Choosing between them—or investing in both—depends on your goals and risk tolerance. Understanding their distinctions is essential before proceeding. A financial advisor can help you decide… read more…
- Data Center REITs: A Guide for Investors
Many investors find real estate investment trusts (REITs) to be a solid investment choice. These companies can provide passive income and long-term growth, without the typical requirements of owning property. One subset of this real estate investment sector has led the charge above others in recent years, and that’s because demand for data centers is at… read more…
- Real Estate: What’s Tax-Lien Investing?
Tax-lien investing allows you to gain exposure to real estate in your portfolio without having to own or maintain a physical property. When you invest in tax liens, you’re making an investment in a debt that’s owed by a property… read more…
- Healthcare REITs: A Guide for Investors
Whether we’re talking about acute medical care or long-term assistance, healthcare is one industry that has a tendency to remain in-demand through all market cycles. Healthcare REITs are one way for investors to diversify their portfolios while also capitalizing on this necessary sector. Here’s a look at what healthcare REITs are and how this investment could… read more…
- Industrial REITs: A Guide for Investors
For investors looking to diversify their portfolio, industrial REITs provide one possible option. These securities allow investors to buy into certain types of commercial real estate without requiring significant capital investment or hands-on management. Here’s a look at what industrial REITs are, how they can benefit investors and what to keep in mind before adding… read more…
- Residential REITs: A Guide for Investors
Whether you’re looking to diversify an investment portfolio, create passive income or simply want to invest in real estate without added hassle, real estate investment trusts (REITs) are often worth a look. Residential REITs may be right for investors looking to invest in residential property rather than commercial buildings, and include a variety of property… read more…
- Three Types of REITs (and How to Invest in Them)
When it comes to building a strong portfolio, there are many different investment vehicles to choose from. One such vehicle is the REIT, which allows investors to put their money into real estate-based assets without the risk and hassle of individually owning a property. There are a few different types of REITS to choose from, however.… read more…
- REITs vs. Stocks: Investment Guide
When building your investment portfolio, understanding the differences between REITs and stocks can significantly impact your financial future. Real Estate Investment Trusts (REITs) offer investors a way to add real estate to their portfolios without directly purchasing property, providing steady income through dividends and potential appreciation. Traditional stocks, meanwhile, represent ownership in companies across various… read more…
- REIT vs. Real Estate: Which Is Better?
Real estate can make for a strong addition to any investment portfolio, allowing you to grow your wealth while diversifying your assets. When it comes to adding real estate investments, however, there are two main approaches to consider: investing in… read more…
- Investor’s Guide to Equity REITs
If you’re looking to add real estate to your investment portfolio without the added hassle of managing properties, maintenance and vacancies, an equity REIT might be the answer. Equity REITs let you invest in a variety of different properties, earn passive income and further diversify your portfolio to protect its growth. But how do equity REITs… read more…
- Beginner’s Guide to Rental Property Investing
Real estate investments can help diversify your portfolio while creating an additional income stream. There are different ways to invest in real estate, including owning one or more rental properties. Getting started with rental investments means understanding how to find… read more…
- Commercial Mortgage-Backed Securities (CMBS)?
A commercial mortgage-backed security (CMBS) is a type of income-generating security that’s backed by commercial real estate mortgages instead of residential property mortgages. These assets can be good investments in one regard, given the steady returns they generate but are… read more…
- What Is a Real Estate Fund?
Unless you’re dreaming of becoming a landlord or trying your hand at flipping houses, real estate funds might be just the investment you’ve been looking for. There are a number of reasons why real estate holdings make attractive additions to a portfolio. If you’re interested… read more…