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Updated about 7 years ago on . Most recent reply

Milton Rivera's profile image
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Milton Rivera
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Milton Rivera
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Milton Rivera
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  • Atlanta, GA
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Personal Finance

Real Estate Investment & 401k/IRA Portfolio Asset Allocation

Milton Rivera
  • Professional
  • Atlanta, GA
Posted

Hello,

I have been contemplating the following question:

How do real estate investments impact your 401k/IRA asset allocation?

We acquire properties to generate cash flow and hence consider them more of a bond than an equity.  If that is the case, do you adjust your asset allocation within your other retirement accounts accordingly?   

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George Blower
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  • from Southfield, Michigan
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George Blower's profile image
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George Blower
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George Blower
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George Blower
  • Retirement Accounts Attorney
  • Southfield, MI
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@Milton Rivera

If treating is as a bond, then the investment would be a promissory note secured by real estate.

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