top of page

STAY IN THE KNOW

Thanks for submitting!

Recent Posts

  • Marcus P. Miller, CFP®

What is the "right amount" of real estate?



For most investors, this isn't an issue. A family home or perhaps a second smaller vacation home are all the real estate that needs to be considered. This is as simple as making sure the mortgages are paid and financed at a decent rate.


However, for those who own real estate as an income source, the question quickly arises. What amount of investment real estate is correct? Today's environment provides ample liquidity. Banks and alternate lenders will loan huge sums at very attractive rates to real estate investors. It's important not to overextend ourselves as we approach what is undoubtedly a very volatile market.


<