Why Real Estate Is Better Than Mutual Funds
JB
Jeremiah Boucher Founder, Patriot Holdings • Author of Finding Your Edge
Key Takeaways
- Real estate offers tax advantages (depreciation, 1031 exchanges) that stocks and mutual funds don't provide.
- Direct real estate gives you control over value creation — you can't renovate a stock.
- Real estate cash flow is more predictable than dividend income — leases are contracts, dividends are discretionary.
- The combination of cash flow, appreciation, loan paydown, and tax benefits makes real estate returns hard to beat.