Housing/Real Estate

CONSIDER ADDING SOME INTERNATIONAL REAL ESTATE TO YOUR PORTFOLIO

August 23, 2013

CONSIDER ADDING SOME INTERNATIONAL REAL ESTATE TO YOUR PORTFOLIO

– Offers value, appreciation, and diversification opportunities

– Best In Class Global Real Estate Funds

– Value-oriented: Third Avenue Real Estate Value Fund (TVRVX)

– Growth- oriented: Baron Real Estate Fund (BREFX)

CONSIDER BUYING A HOME SOONER RATHER THAN LATER IF PLANNING TO BE IN THE MARKET FOR ONE

February 1, 2013

Until recently waiting to buy a home paid off:

  • Prices going down
  • Mortgage rates were declining

Exact opposite happening now:

  • Home prices and mortgage rates are going up

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CONSIDER INVESTING IN REITS THROUGH A TRADITIONAL REIT INDEX FUND

September 28, 2012

Morningstar recommends:
Vanguard REIT Index ETF (VNQ)
VNQ Chart

VNQ data by YCharts

Morningstar also recommends holding REITs in a tax deferred account, such as a 401k, because their dividends are taxed as regular income.

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