John Jung, Coldwell Banker King Thompson, Dublin, Ohio
   Direct Line: (614)526-5692  Home Office: (614)793-2967  Fax:(614)889-1901
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Why Invest in Real Estate the First Place?

The sad truth is that only 1 out of 20 Americans is financially independent when they reach retirement. The rest are dependent on family, friends, or charities, and millions exist at the poverty level . . . literally waiting around to die.

If you plan on spending all your money when you make it and retiring on your social security, you need to wake up from your dreams! Social security is designed to merely provide a supplement to your investments and retirement plan. If Social Security is all you’ve got, you are either going to have to continue working well past normal retirement age, or be living a very meager lifestyle.

You deserve more than that, and you can have it… with some financial discipline and planning.

Why not just put your money in a mattress or safe deposit box? Because inflation will kill you. It will eat away at you money’s value, actually making you poorer and poorer with each day that goes by.

For those of you who need some explanation, inflation is simply the general trend of prices to rise over time. Think back to 25 or 30 years ago. You could buy a nice new car for $5,000. A hamburger for 20 cents. An average new house for $25,000. You certainly can’t do that today. While the prices of some items are actually coming down (computers, for example), the overall trend is up.

This means that over time your money will buy you less and less. For example, if inflation is running at 4% per year, you need to earn 4% on your money just to break even, more if you want to build wealth. You want to invest in things that not only give you a good return, but that also go up in value over time (appreciate).

Another reason to invest in real estate is tax advantages. Most of us are being taxed from all angles. We ARE NOT talking about cheating the government or not paying taxes that are legally due.

However, prudent real estate investors will always structure their investments in order to legally pay the lowest amount of tax. This includes tax-free investments, tax credits (as in depreciation), and tax deferral (as in most retirement plans).

Many people invest for cash flow. A common goal is to create a “money machine” that will eventually replace you as the primary income earner. This means that instead of you working for money, your money works for you!

Smart investing will put you in the position where someday your investments will earn more money each year than you do working at your job. At that point you can retire and do what ever you want, or continue to work and really sock away the dough – and build up some serious wealth!


Think about this. If at age 40 you buy an income producing property, say it produces just $500 per month. You take out a 15 year mortgage. ALL you are interested in NOW is to NOT having a negative cash flow. Anything else is gravy.

Now you do this every six months (buy another property) for 5 years. You have 10 properties producing $500 each. At age 55 your first two properties are paid off and you now have $1000 per month income ($500 for each property). The next year the same thing happens and you have $2000 income. At age 60 you have $5000 per month or $60,000 per year income to 'supplement' your retirement plan, Social Security and any other income you might have. If you would have done this for 7 years instead of 5, at age 62 you would be enjoying $7,000 per year income or $84,000 per year.
And that says NOTHING about the $1.2 million dollars in real estate assets you now own, paid for by the tenants.

The main reasons for investing are:

  1. Appreciation

  2. Equity Build Up

  3. Tax Advantages

  4. Cash Flow

  5. Retirement

Or stated another way, a great investment should have the following qualities:

  • Beats (or benefits from) inflation.

  • Someone else pays for the property.

  • Gives you tax advantages.

  • Provides growth or cash flow.

  • Helps your overall retirement plan.

Why Invest in Real Estate

Investing in Central Ohio? Let Me Help You Today!
John Jung, Coldwell Banker King Thompson, Dublin, Ohio
   Direct Line: (614) 526-5692  Home Office: (614) 793-2967  Fax:(614) 889-1901
Email:
investinfo@JohnJungJr.com


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John Jung, Jr., licensed real estate professional for Coldwell Banker King Thompson serves home buyers, sellers and investors with all their Dublin, Powell, Worthington, Hilliard and all Central Ohio real estate needs. Study our real estate listings and contact us for relocation information in Central Ohio.
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