Best Alternative to REIT Investing for Income | Single Family Rental and Multifamily Investment Properties

Enhance your traditional stock and bond portfolio by allocating to real estate

Portfolio theory used to be dominated by the Traditional allocation method of 60% stocks / 40% bonds. In 1985, a Yale economist & endowment Chief Investment Officer took a radically different approach, allocating 50% stocks / 30% bonds / 20% REAL ESTATE.

From 1985 to 2021, the Yale endowment outperformed the Traditional method by 41% on a yearly basis and became the de facto portfolio model, coined the "Yale Method."

Single Family Returns vs other asset classes

Leveraging 50+ years of data from the US Federal Reserve and the Case-Shiller Home Index, we analyzed total returns of single family rentals vs. other asset classes. Single Family Rentals returned 39% more than the S&P 500 on an annual basis.

Single Family Rentals vs Other Asset Classes: 1993 to 2023

Single Family Rentals provide stability with higher returns

Standard deviation is a measure of variability or volatility around an investment's average return. The lower the standard deviation, the more stable an asset's return. Analyzing data from the past 30 years, Single Family rentals have demonstrated a 45% lower standard deviation (volatility) than the S&P 500, while returning 39% more.

Single Family Rentals vs Other Asset Classes Volatility: 1993 to 2023

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Enhance your traditional stock and bond portfolio by allocating to real estate

The Benefits of investing in Real Estate

Appreciation

Monthly Income

Less Taxes

Accretive Leverage

Single Family Returns vs other asset classes

Single Family Rentals provide stability with higher returns