Like many other investors, you probably own a handful of REITs or real estate mutual funds in your portfolio. Publicly traded real estate, whether packaged inside real estate mutual funds or exchange traded funds (ETFs), has been a perennial investor favorite, offering decent income payouts, good portfolio diversification, inflation protection, and tax benefits. Lately, as […]
Tag Archives | real estate
These Young Consumers Are Buying Their First Home During The Pandemic
It takes a lot of courage to move forward with a life-changing financial decision in the midst of the pandemic. But many young consumers are doing just that. They are forging ahead with their very first home purchase in one of the most uncertain economic climates we’ve ever experienced. In fact, Client Associate Scott Weigel, whom […]
12 Most Affordable Housing Markets For First-Time Homebuyers
Young Americans are priced out of real estate markets in many of their favorite cities. Home values are so high in relation to income in the nation’s leading metropolitan areas that young home-buyers would need decades to save enough money to put down a 20% down payment. But it doesn’t need to be that way. […]
Refinancing Done Right: When A Mortgage Re-Do Generates Big Savings
Rates are lower than ever, so we’ve been helping several clients explore mortgage refinancing options. When a refinancing is done right, it can save you thousands of dollars. But not every potential refi makes the cut. Sometimes the expenses just don’t justify the potential savings. But the refi that closed last week for our clients […]
Higher Mortgage Limits In 2020 Make Buying/Refinancing Easier
Are you buying or refinancing a home? Recent changes in mortgage loans may make it easier and cheaper to borrow. For 2020, conforming mortgage loan limits are rising to $510,400 in most areas and $765,600 in high cost areas like Washington D.C. (The max amount first started at $417,000 after the real estate meltdown and […]
Owning May Still Be The American Dream, But More People Are Opting For The Rental Lifestyle
Owning your own home may still be the American dream, but over the last decade, there’s been a huge evolution in how Americans view renting. “The recession pushed many to rent out of necessity,” say real estate experts at RENTCafé. But “the economic expansion which followed, coupled with changing attitudes towards family and homeownership, lead […]
Did You Know Real Estate Funds Get This Powerful Tax Break?
This tax loophole really slipped under the radar, so don’t feel bad if you missed it. Earlier this year, the IRS clarified the rules for a special tax break available to investors in real estate under the Tax Cuts and Jobs Act of 2017. Here’s the good part. You don’t have to own an entire […]
Florida Attracting Tax Refugees From Up North
More northerners in high-tax states are cashing in their real-estate chips to move to places like Florida, reports the South Florida SunSentinel. Real estate pros say “a steady flow of tax refugees” is heading to the Sunshine State from places like New York, New Jersey and Connecticut. Some real estate experts in the know claim that […]
Learning From A Pro: Investing In Real Estate
Quick shout out to my college friend Cliff Hockley (CMC ’79) on his new book “Successful Real Estate Investing: Invest Wisely, Avoid Costly Mistakes and Make Money.” It’s entertaining and insightful; must-reading for both new and experienced real estate investors. The book is organized into short, easy-to-read chapters with real life examples of real estate […]
More Wealthy Northerners Relocating To Sunny Florida
The great real estate relocation may be underway. “Luxury sales are slowing across the country, from New York to California, but they’re rising in South Florida,” reports Bloomberg, which says million-dollar plus home sales jumped as much as 15% in our area at the end of 2018. What’s behind the surge? Real estate brokers say […]
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
