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The Sloan Team

at Fi deli ty National Title


How Does it Look If We Put Real Estate and Mutual Funds Side by
Side?

Looking at real estate as an investment, putting aside the considerations that it
also provides shelter, and a tax write off, here is the breakdown of return on in-
vestment, by age group:

1) 18-29 Real Estate - 25% / Mutual Funds - 21%
2) 30-49 RE - 34% / MF 23%
3) 50-64 RE - 30% / MF 28%
4) 65+ RE - 31% / MF - 28%

Hopefully, you have found some good information with which to evaluate your
own situation in regards to the real estate market.

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