Streamlined Method for Including Real Estate in Your Investment Portfolio

by | Feb 10, 2024 | Vanguard IRA

Streamlined Method for Including Real Estate in Your Investment Portfolio




#money #investing #stocks

This video goes over adding real estate to your portfolio and the fund we talk about is VNQ (Vanguard Real Estate ETF).

Top 10 Holdings

Vanguard Real Estate II Index fun Institutional Plus Shares – 13.21%
Prologis Inc. – 7.65%
American Tower Corp. – 6.25%
Equinix Inc. – 4.68%
Crown Castle International Corp. – 3.10%
Public Storage – 3.00 %
Simon Property Group Inc. – 2.81%
Welltower Inc. – 2.80%
Realty Income Corp. – 2.53%
Digital Realty Trust Inc. – 2.40%

Next Steps for our Finances

Maxing out Roth IRA’s for 2023 (Maxed out mine for 2023 and maxing out my Wife’s Roth IRA for 2023/will update the channel once that is completed)

Have a 3 month emergency fund (roughly 10k – 12k, that may change a little)

Max out our 2024 Roth IRA’s (7,000 for 2024)

Max out our 2024 HSA

Saving for new car and Real Estate (will break down the plan later once we create the 3 month emergency plan)

Continue to invest a little money in our taxable brokerage account (Vanguard & WeBull)

Links

Links WeBull – Track Your Dividends –

Track Your Dividends –

Portfolio visualizer –

*Disclaimer I am not a financial advisor and I am not your financial advisor. Please, do your own research. These videos are for entertainment purposes only.*…(read more)


LEARN MORE ABOUT: IRA Accounts

INVESTING IN A GOLD IRA: Gold IRA Account

INVESTING IN A SILVER IRA: Silver IRA Account

REVEALED: Best Gold Backed IRA


Investing in real estate can be a great way to diversify your investment portfolio and create a steady stream of income. Whether you’re a seasoned investor or just getting started, adding real estate to your portfolio can be easier than you think.

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One of the easiest ways to add real estate to your portfolio is by investing in real estate investment trusts (REITs). A REIT is a company that owns, operates, or finances income-generating real estate. By investing in a REIT, you can gain access to a diversified portfolio of properties without the hassle of property management.

Another easy way to add real estate to your portfolio is through real estate crowdfunding platforms. These platforms allow you to invest in real estate projects with as little as a few hundred dollars. By pooling your money with other investors, you can gain exposure to a wide range of real estate opportunities, from residential properties to commercial buildings.

If you’re interested in a more hands-on approach to real estate investing, you may want to consider purchasing rental properties. With the rise of online property management tools and platforms, it’s now easier than ever to manage a rental property from a distance. Plus, rental properties can provide a steady stream of passive income, making them a valuable addition to your investment portfolio.

Lastly, you can also consider investing in real estate through real estate exchange-traded funds (ETFs). These funds hold a basket of real estate-related stocks and can provide exposure to the broader real estate market. By investing in a real estate ETF, you can gain diversification and potentially higher returns than individual real estate investments.

In conclusion, adding real estate to your investment portfolio doesn’t have to be complicated. Whether you choose to invest in REITs, real estate crowdfunding, rental properties, or real estate ETFs, there are plenty of easy ways to gain exposure to the real estate market. Just be sure to do your research and consider consulting with a financial advisor to determine the best strategy for your financial goals.

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