Investment Comparison

Compare returns across different investment types.

Investment Parameters

Investment Amount: $100,000

Time Horizon: 10 years

Real Estate

Appreciation: 4%

Cash-on-Cash: 8%

Leverage (LTV): 75%

Stocks

Total Return: 10%

Dividend Yield: 2%

Bonds

Annual Return: 5%

REITs

Total Return: 8%

Dividend Yield: 4%

Real Estate

Final Value

$612,098

Total Return

+$512,098

ROI

512.1%

Annualized

19.9%

Stocks

Final Value

$244,866

Total Return

+$144,866

ROI

144.9%

Annualized

9.4%

Bonds

Final Value

$162,889

Total Return

+$62,889

ROI

62.9%

Annualized

5.0%

REITs

Final Value

$196,049

Total Return

+$96,049

ROI

96.0%

Annualized

7.0%

Performance Ranking

Real Estate$612,098

Stocks$244,866

REITs$196,049

Bonds$162,889

Real Estate Advantage

Leverage Power: With 75% LTV, your $100,000 controls $400,000 in property.

Cash Flow: Generate $320,000 in passive income over 10 years.

Tax Benefits: Depreciation and 1031 exchanges provide additional advantages not reflected here.

Stock Market Advantage

Liquidity: Stocks can be sold instantly without transaction costs.

Diversification: Easy to spread risk across sectors and geographies.

Passive: No property management, tenants, or maintenance required.

Disclaimer: This comparison uses simplified assumptions and historical averages. Actual returns vary significantly based on market conditions, property selection, timing, and individual circumstances. Real estate returns are highly dependent on leverage, location, and management. Past performance does not guarantee future results.