top of page

(c) All Rights Reserved - KendallTodd, Inc.

Borrow Smart Blog

Recent Posts

Stocks vs. Real Estate

Inflation-adjusted returns on Private Real Estate (homes) versus S&P 500 since around 1964. In another post we were talking about inventory versus interest rates... inflation took off in the 1970s and had a 'stickier' impact on housing prices.

Most advisors don't fully consider real estate as part of the investable assets of their clients, as they'll 'always need a place to live' is what the advisor will say, or things like 'well you can't eat your house in retirement'... but with these real estate values outpacing stocks you can use a Reverse Mortgage, cash-out refinance, a Trade Down, and other strategies to solve a lot of financial challenges that aren't in the planning mindset of most advisors.

There are many ways you can positively impact your wealth by managing your liabilities.

Recent Posts

See All


bottom of page