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Benjamin J Paoletti
  • Investor
  • Chicago, IL
14
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29
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Real Estate/Stock Portfolio Diversification

Benjamin J Paoletti
  • Investor
  • Chicago, IL
Posted

I bought my first triplex a year ago.

I'm ready to buy another rental but deciding between investing more into the stock market or acquiring a single family real estate asset.

What are some recommendations for investment diversification for real estate investors?

Would you recommend investing mostly in real estate and a small amount to fund your typical IRA/401k, going 100% in on real estate assets, 50/50 split, or has another investment strategy worked for you?

Thank you in advance for any advice.
 

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393
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Jeff Nash
  • Accountant
  • McKinney, TX
580
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393
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Jeff Nash
  • Accountant
  • McKinney, TX
Replied

The need for liquidity/access to capital/income, risk tolerance, investment objective and time horizon will drive this decision.  Tax benefits too obviously.  The collective feedback you got from the other respondents is solid.  As I find myself saying... "it depends".  Everyone is different and you just need to evaluate the risks and rewards and be able to pivot as needed.

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