We encourage happy retirees to think of income as a river, not a reservoir, and advocate having multiple sources of income to generate financial stability during retirement. One common income stream among happy retirees is real estate investments.
In this episode, we’re joined by Partner, Senior Investment Advisor, and Investment Committee Director at Capital Investment Advisors, Tom Moore, CFP®, to cover the intricacies of real estate investing. Tom shares his real estate history, mindset, and experiences, as well as various methods to invest in real estate. He goes on to compare investing in a single-family home versus a commercial property, talks through income and growth returns, lays out the steps for kickstarting your real estate investment journey, and uncovers how the successful investment situation of a happy retiree could look.
This information is provided to you as a resource for educational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular security. Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved. There will be periods of performance fluctuations, including periods of negative returns and periods where dividends will not be paid. Past performance is not indicative of future results when considering any investment vehicle. The mention of any specific security should not be inferred as having been successful or responsible for any investor achieving their investment goals. Additionally, the mention of any specific security is not to infer investment success of the security or of any portfolio. A reader may request a list of all recommendations made by Capital Investment Advisors within the immediately preceding period of one year upon written request to Capital Investment Advisors. It is not known whether any investor holding the mentioned securities have achieved their investment goals or experienced appreciation of their portfolio. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.