JLM: Real Estate Company San Diego

Article published on August 15, 2022.

Investing in property is one of the most intelligent financial decisions you could ever make, depending, of course, on the property that you’ll be getting. You can make many types of investments, and it can be overwhelming to find which one is the best.

When investing in real estate, you can choose between a direct and indirect investments.

Here’s precisely when they mean:

 Direct investments

The goal of a direct investment is to have direct ownership of a property rather  than acquiring common shares. This includes ownership, rental, or management of  given property.  The ‘investor’ of the property is also the owner who possesses the legal rights to the property. Investors can decide whether they have short or long term goals with regards to their property purchase. 

Pros of Direct Investments

Great for any investor

The average person will be able to purchase a property once they acquire the necessary funds to do so. Purchasing a home is usually one of the biggest first time investments that some one will make. A homeowner can has multiple options with the property that they purchasing such as living in the property or they can also utilize the property for rentals.

 This is very common for multifamily home purchases. 

Cash Flow

With the rental property, you’ll be able to get continuous cash flow as long as the property is not vacant.  Profit from direct property investments usually are usually dependent on cash flow and renting out your property is a great way to acquire passive income.

Tax Benefits

Property ownership can get you  many tax benefits and write-offs. For example, you get more tax benefits if you become the property manager of your own rental property. 

Cons of Direct Investments

The downside of directly investing property it only gives you one asset to work with unlike other investments like stocks where you can purchase multiple assets to  diversify your portfolio.  

As an investor, it is best to diversify your investments as a hedge for  things such as inflation, depreciation, and  market volatility.

Indirect Investments

Indirect means investing in real estate without having to purchase the asset outright. If someone would want to diversify their portfolio and add real estate assets, they can simply purchase shares and not buy the entire property. Purchasing shares can usually be done through someone owns and manages the property:

Real Estate Investment Trust (REIT)

A REIT is a mutual fund of real estate holdings than can be purchased publicly or privately through exchanges. 

 Syndication 

A group of investors that if formed to manage a commercial property.  In a nutshell, multiple investors have a certain amount of capital invested the property. This would make you a limited partner

Pros of Indirect Investments

Less risk 

Investing shares in  asset-backed properties can have less risk than purchasing the entire property.  But, it really depends on the risk management level of an investors portfolio. 

Less Liability

Indirect property investors don’t need to worry about the physical property and maintenance. They also have less tax liabilities because they are not the sole owner of the property. 

Cons of Indirect Investments

 There is always a certain amount of risk when it comes to investing. As with direct properties, it is always best to diversify your portfolio in different asset classes so you can get the most return out of your investment.

Do you want to sell or acquire property?

JLM Real Estate in San Diego can help you today and provide you with a free property valuation.

Check out our team page and check which one of our advisors best fit your needs.