Tag Archive for ‘Baby Boomer’

2012 – The Year for Gen X and Gen Y Investors

Gen X and Gen Y investors are out of the box thinkers who looking for ways to build wealth with creative alternatives to 529 plans and the stock market.

They also tend to be very resourceful and more open to taking calculated risks with their investment portfolios. We are seeing that this group is taking the wheel and will be helping drive the real estate market for years to come.

Retirement and Career Transitions – 3 Pieces of Advice

Three pieces of advice on career and retirement transitions that helped me move from high-tech to real estate investing.

Time to Re-balance your Portfolio?

Adding additional positive cash flow real estate assets to an investment or retirement portfolio can both stabilize volatility and significantly affect returns. Opportune times for adding real estate include; when downsizing (using leftover equity for a 1031 exchange), upon retirement (as an alternative investment for a lump sum cash out), or after receiving an inheritance (where the goal is to preserve capital and maximize annual cap rate).

Case Study – Baby Boomers – Increasing Passive Income for Retirement

With retirement looming and a need to find stronger returns from their investments, how can baby boomers use their current equity to increase passive income?

This case study gives a real world example.