Real Estate As a Component of a Well-Balanced Portfolio

Certified Financial Planners and Investment Advisors make a habit of preaching diversification. Similarly, we recommend that our clients look at real estate as only one part of a complete balanced portfolio.

Depending on your age, income level, and tolerance for risk, real estate may play as little as 5% or as much as 25% of your overall investment portfolio. Never put all your eggs in one basket.

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