Real Estate Investing and Your Personal Financial Planning

Published on July 25, 2023
Person spreading out a stack of cash in front of cardboard models of buildings

Often we see polarization among the investing public between those that invest and focus their financial planning primarily in the liquid securities markets and those that invest primarily in real estate. Our view is that under certain circumstances, liquid securities investing and illiquid real estate investing can be complementary. However, the key to navigating between these areas is having an appropriate framework for how to think about investing in real estate in the context of personal planning goals, risk management, liquid investing, tax planning, and estate planning. Admittedly, we are not day to day real estate investing experts, but here are some considerations when it comes to real estate investing in the context of your personal financial planning.

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