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Q: What is a better investment: rental real estate or the stock market?

A: In any given time period, stocks can outperform real estate or vice versa. Our blog post: Rental Properties vs. The Stock Market goes through an example of an actual property based on actual expenses and anticipated growth rates. A balanced portfolio of stocks and bonds, held for 30 years with no leverage, is likely to equal or possibly even exceed the 6.64% that our real estate investor (also with no leverage) is expecting in our example. Another consideration that favors stock portfolios over real estate is that a stock/bond portfolio is less hassle and more liquid. That being said, there is still a place for real estate. It is a good diversifier to be held in addition to stocks, bonds, and other asset classes. It also can provide tax benefits from interest expense and depreciation deductions.

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JEREMY KISNER, CFP

Jeremy is a lover of all things finance. He likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more.

Make sure to read his book, “A Good Financial Advisor Will Tell You” and check out an article quoting him in Barron’s or The Wall Street Journal.

Jeremy Kisner Wealth Management

2425 E. Camelback Rd, Suite 885
Phoenix, AZ 85016
(480) 485-8822

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