10 min

Should You Invest in Real Estate? Fundamentals of Investing (Part 1‪)‬ Left Brain Thinking

    • Investissement

0:00 Intro
2:24 What Are Your Goals?
5:10 Hidden Costs of Rental Ownership
6:55 Pros of Real Estate Investing
8:00 Cons of Real Estate Investing
Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors.
Most important when answering this question is really understanding your goals: are you looking for cash flow? price appreciation? are you in it to own a business? Without answering this fundamental question, it's hard to develop an investment strategy that makes sense.
In the latest Fundamentals of Investing series, we give our analysis of real estate as an investment. In Part 1 of the series, CEO Noland Langford covers some of the hidden costs of real estate investing and goes through his list of pros and cons of purchasing rental properties. Director of Research, Brian Dress, shares our cash flow analysis of the true cash returns of owning rental units.
Please tune in next week to Part 2 of the series. Noland will speak more about the challenges of executing a rental portfolio strategy, while offering some alternative asset classes that may provide similar or better returns without the headaches around the rental business.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our website, head over to https://leftbrainwm.com/
Email Brian at briand@leftbrainwm.com to discuss whether real estate investing or a more markets-based strategy would be a better fit for your goals. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are

0:00 Intro
2:24 What Are Your Goals?
5:10 Hidden Costs of Rental Ownership
6:55 Pros of Real Estate Investing
8:00 Cons of Real Estate Investing
Should you invest in real estate? As advisors, this is one of the most frequently asked questions we hear from clients and other investors.
Most important when answering this question is really understanding your goals: are you looking for cash flow? price appreciation? are you in it to own a business? Without answering this fundamental question, it's hard to develop an investment strategy that makes sense.
In the latest Fundamentals of Investing series, we give our analysis of real estate as an investment. In Part 1 of the series, CEO Noland Langford covers some of the hidden costs of real estate investing and goes through his list of pros and cons of purchasing rental properties. Director of Research, Brian Dress, shares our cash flow analysis of the true cash returns of owning rental units.
Please tune in next week to Part 2 of the series. Noland will speak more about the challenges of executing a rental portfolio strategy, while offering some alternative asset classes that may provide similar or better returns without the headaches around the rental business.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at https://m.levitate.ai/67de35-5y0b8m/60-minute-meeting
To check out our website, head over to https://leftbrainwm.com/
Email Brian at briand@leftbrainwm.com to discuss whether real estate investing or a more markets-based strategy would be a better fit for your goals. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are

10 min