Are Property Investments Any Good? The 13% Rule
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If you're serious about building wealth, you would have contemplated whether you're better off investing in property or stocks. Getting global diversification is an underrated advantage of being a stock market investor and in this video I will show you why. I also help you determine when a property investment makes sense by establishing the 13% threshold, which in my opinion is the minimum threshold needed to consider investing in property - but only when the cashflows generated are invested in the stock market.
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TIMESTAMPS
00:00 Introduction
01:31 Characteristics of Property vs Stock assets
02:20 Global diversification
02:55 Scenario 1: Property
06:07 Scenario 1: Stocks
08:10 What about tax?
10:26 Stocks & Property Portfolio
10:50 Compounding
12:05 Scenario 2
13:13 The rule of 13%
14:45 Stronger Rand scenario
15:59 Closing remarks
SOURCES:
Property24: https://www.property24.com/
Reserve Bank: https://www.resbank.co.za/en/home
Satrix: https://satrix.co.za/
Stats SA: https://www.statssa.gov.za/
DISCLAIMER:
All content I share is educational in nature and does not constitute financial advice. Any calculations or returns referenced are based on historical figures, future returns are not guaranteed. All information shared is market sensitive and subject to change as markets and economic conditions evolve. Personalised one-on-one advice is available exclusively to my Invest with Confidence Executive students through direct consultation calls. I am authorised to render financial services, including advice, under Wealth Office (Pty) Ltd, FSP 54904. https://www.moneywithcarla.com/terms