Diversifying your assets is one of the best ways to balance risk and reward in your investment portfolio. Diversification involves investing in many securities and assets so that your return does not depend on one asset.
With a diversified investment portfolio, investors limit their volatility risk and increase their growth potential. If you’re ready to expand your portfolio, read on to learn about different types of assets and why real estate is vital in portfolio diversification.
Types of Assets for Your Investment Portfolio
There are several types of assets you can include in your investment portfolio. How you structure your portfolio will depend on factors, such as age and growth goals. Here are some common types of assets to include for portfolio diversification:
- Stocks: a type of security that gives stockholders a share of ownership in the company.
- Bonds: a fixed-income investment that represents a loan made by an investor to a borrower.
- Cryptocurrency: a digital, encrypted, and decentralized medium of exchange.
- Hedge Funds: a limited partnership of private investors, whose money is pooled and managed by professional fund managers.
- Real Estate: is land and any property or resources on it, which can be used for residential, commercial, and industrial purposes.
Why Real Estate is an Invaluable Investment Asset
Although there are several types of assets investors can include in their retirement portfolio, not many offer the same level of financial security that real estate can. Here are a few benefits of real estate for your retirement portfolio:
Steady Income
One benefit that makes real estate investing stand out from other investment strategies is its stability. With traditional investing methods like stocks and mutual funds, investors generally decide on a withdrawal rate.
A withdrawal rate is the estimated percentage of savings a person can withdraw each year throughout retirement without running out of money. As a guideline, investors can draw no more than 4%.
By owning real estate, individuals can earn consistent income over time through rental property. Additionally, rental properties can provide long-term security. Not only will investors be able to earn rental income but also reap the benefits of property appreciation.
Tax Benefits
Another advantage of real estate investing is tax benefits. For instance, when you rent out a home, you become a landlord, opening the door for tax write-offs. Some potential write-offs include:
- Maintenance costs
- Interest paid on the mortgage
- Homeowner’s Insurance
- Real estate taxes
More Autonomy Over Returns and Risks
Real estate investing gives you more power to control returns and mitigate risks. For instance, no one can determine how a stock will perform after you buy it.
With real estate, you can influence your returns in several ways. For example, property renovations can increase property value. In turn, this also allows investors to increase the asking price of the property whether selling or renting.
To mitigate risks, investors can monitor the market, address property issues as needed, and buy rent default insurance if renting the property to a tenant.
How to Get Started in Real Estate Investment
Not only is real estate a solid investment strategy, there are so many options to get started. One thing to consider is the importance of exploring loan options with mortgage experts and get a view of your credit health.
If you’re interested in diversifying your retirement portfolio with real estate, here are a few options to get started:
Vacation Rental Property
A vacation rental property is one of the best ways to generate passive income. These properties usually increase in value over time, especially when purchasing a rental property in a high-demand area. To increase your earnings, consider adding popular amenities, upgrading appliances, and renovating as needed.
House Flipping
Another great avenue for real estate investing is house flipping. Flipping is an investment strategy where the investor purchases a property to sell it for profit. While flipping can carry more risk, it is a great opportunity to take on when the market is hot.
Multi-Family Property
A multi-family property investment is any property with more than one unit. Many investors choose this option because it is one of the best ways to increase your monthly cash flow. Duplex units are a great option for new investors who want to start small. More experienced investors may be interested in additional units.
In Summary
Portfolio diversification is an excellent strategy to strengthen your retirement portfolio. As you diversify, consider including real estate assets in your portfolio. There are several real estate assets to embark on and much growth potential for investors. With the appropriate investment strategy, leveraging real estate for your financial future will be seamless.