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Old 04-28-2021, 02:14 PM   #21
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Real estate represents about 30% of our total portfolio not counting our primary residence. We own three properties free and clear (our primary residence plus two others). We bought condo our in Florida in 2011 with the intention of flipping it and it has appreciated to four times our purchase price since we bought it. We have not rented the property and use it when we feel like going to Florida. We also own a property in Switzerland (near Lausanne) which was given to us by the generosity of my wife's parents back around 1996. We have sunk about $480K into updates and improvements over the past 25 years. I always complained how expensive property is in Switzerland but prices just keep going up. It's a triplex with two apartments at around 2400 sq/ft and a top level studio apartment which is about 1400 sq/ft. We rent out two of the three apartments and use the other when we visit my wife's family. My SIL lives next door and helps manage the property. If you buy real estate in a high growth and high demand location, it is a pretty solid long term investment.
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Old 04-28-2021, 02:20 PM   #22
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Majority of the assets are in rentals. The remainder are in equities and cash. A small amount in bonds, via Wellesley and Wellington. However, I have pensions, social security, and an inherited IRA with RMD. So the income streams are diversified.
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Old 04-28-2021, 02:26 PM   #23
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Old 04-28-2021, 02:40 PM   #24
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Old 04-28-2021, 05:10 PM   #25
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Old 04-28-2021, 05:56 PM   #26
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Old 04-28-2021, 06:02 PM   #27
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About a third in rental properties. Duplexes and trriplexes
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Old 04-28-2021, 06:14 PM   #28
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Old 04-28-2021, 06:20 PM   #29
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To the OP just to clarify for some, when you state “Real Estate in your retirement portfolio “ you mean real estate funds on paper, not actual real estate holdings in your name as part of your overall net worth?
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What percentage of your retirement portfolio is in real estate?
Old 04-28-2021, 06:30 PM   #30
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What percentage of your retirement portfolio is in real estate?

I read the question as real estate “funds” in a portfolio. For me it was 4% until this years AA re balance. I revised downward to 2% due to the impending realization by companies that many of their professionals can work at home. That and the impending demise of many brick and mortar stores.
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Old 04-28-2021, 06:34 PM   #31
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Considering my actual REIT investments plus my investment in Brookfield Asset Mgmt (BAM) which has a big chunk of real estate assets, somewhere around 5%.
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Old 04-28-2021, 06:35 PM   #32
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I am looking at mostly passive RE investments, but also am interested in adding active RE (directly in my portfolio) if I can afford it.
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Old 04-28-2021, 06:43 PM   #33
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I have a friend that's an ex-CEO of a 1000+ person company. He's also a very active and successful day trader.

Out of all successful people he knows, just about every one of them had rental properties. And they let others pay for their assets with rental payments. My buddy had about a dozen rental properties.

That's great, but watching over rental problems in retirement is just too much like having a job. It's not like retiring when you have to go handle a plumbing problem on a Saturday night.

So if you're going to have rental properties, own them in your 40's and 50's. When you get ready to retire, it's time to liquidate those properties, pay the capital gains taxes and keep your life simple.
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Old 04-28-2021, 07:22 PM   #34
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Old 04-28-2021, 07:34 PM   #35
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Zero. But even though our primary residence is not technically part of our investment portfolio, it is our backup plan if we somehow blow through all of our money before we pass.
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Old 04-28-2021, 07:35 PM   #36
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Not including personal home, about 15% in several single family rentals.
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Old 04-28-2021, 08:03 PM   #37
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About 21% - has been very good for us.
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Old 04-28-2021, 08:05 PM   #38
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About $400,000 of NW is in rental real estate, about another $100,000, in REITs that are commercial. medical, or mortgage backed. Rental real estate has been very, very, good to us.
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Old 04-28-2021, 08:18 PM   #39
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in REITs a little over 10% , BUT my largest single holding is a motor dealership where the major share-holder describes himself as ' frustrated land developer ( meaning the dealership owns much of the car-yard properties plus other property assets ) so say around 17% ( not counting actual property i own as that is VERY difficult to value since it has been in the family for decades .. 50 years plus )

but i had a lot of fun in corporate debt and bonds between 2011 and 2016 but the risk v. reward ratio became less attractive , so have been carefully adding REITs partially as bond substitutes
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Old 04-28-2021, 08:30 PM   #40
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We used to own Cohen and Steers Realty fund but I sold it off a few years ago. It was a small position and wasn’t really serving much purpose. I was also working to consolidate and simplify our portfolio. I did just recently buy a bond from a company that owns a portfolio of hotels so I guess that counts but it’s less than 1/3 of a percent of our portfolio I think. So my earlier answer of zero is still pretty much accurate.
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