Sam Taube
speaker
407 appearances
4 recordings
1 series
first heard Jan 2026
last heard today
Sam Taube’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 2.
Appearances
So, yes, the diversification you get from real estate can be good for an investment portfolio.
And that's one reason why even a lot of like lazy portfolios that are just made out of ETFs and mutual funds and things, they often include a small allocation to REI.
ITs or real estate-focused mutual funds or something else, because real estate returns aren't necessarily correlated with the stock market.
But having said that, it's also worth noting that when it comes to long-term average returns, real estate actually tends to trail the stock market for the most part.
Over a period of decades, you're looking at average annualized returns of four to six percent in real estate versus 10% in the case of the stock.
For sure.
As we talked about, these are generally long-term multi-year investments.
And because of that, their profits are usually taxed at long-term capital gains rates, which are lower than income rates.
And then on top of that, there are a lot of deductions available in real estate investing, which reduce those taxable gains even further.
There's depreciation, building wear and tear, maintenance expenses, mortgages.
mortgage interest, all of those can potentially be deducted from the profits that you have to actually pay taxes on.
Yeah, these sorts of real estate partnerships, as we talked about earlier, are not regulated like publicly traded companies are.
They're not regulated as closely, I should say.
And if you go into the private route, there's a very real risk of putting quite a lot of money into a project that just never gets realized and completely falls apart.
As I touched on earlier, a couple of these online real estate platforms, Yield Street was
One that had a big scandal a couple years back.
Realty Mogul also has come under fire for just misrepresenting the risks to investors.
And they've kind of been accused of duping people into losing a lot of money on failed projects.
Our roundup of real estate crowdfunding platforms, we keep it updated in light of these kinds of stories.
We pay pretty close attention to this and we kind of prune it to.
Showing 81–100 of 407 · page 5 of 21
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