Real Estate Portfolio Benchmarks

[Account Closed]

Curious to hear how everyone evaluates their portfolio as a whole. What metrics do you use to compare your holdings (or single holding) to the S&P 500/Vanguard Index Fund? 

[Steve Vaughan]

I haven't looked at that way before exactly, @Account Closed.  Not with portfolio holdings, anyway.  Leverage is too big a factor with RE.  A 3% rise in home value equates to a humongous gain, dollar-wise with a mortgage.  Not really apples to apples with a 10x magnification to me.

I do measure my ROI against the S&P, though. My leveraged ROI has been around 20% on average. When the stock market approaches 15% with regularity and my control, I will invest more there. No tenants or toilets in paper securities, but no control either. When Greece defaults or the Chinese dollar is devalued, my properties don't tend to care. Good discussion!