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Why I Don’t Recommend Investment Real Estate To My Clients (FOR NOW)

May 16, 2024

One of the most common questions I receive is whether or not to invest in residential real estate as a part of one's retirement strategy.

The short answer is, "it depends".

There are some cases where it makes sense - you have significant net worth, significant liquid assets, your assets are sufficiently diverse, and you live or have access to a market where the property can positively cash flow.

However, in most cases, the math simply doesn't add up. Especially in the current housing and interest rate environment.

If you are 50+ and are considering whether or not to invest in residential real estate in the coming weeks/months, save yourself some pain and watch this week's video guide.