New Orleans Real Estate Investment Comparison Worksheet

New Orleans Real Estate
Exclusive Buyer's Agent

Investment Comparison Worksheet

Real Estate versus Other Investments

Risks	Real Estate	Banks	Mutual Funds	Stock Market	Commodities
Potential for loss of Principal	Moderate	Low	Moderate	High	Highest
Potential for Liability	Moderate	Low	Low	Low	Highest
Volatility	Moderate	Low	High	Higher	Highest
Management Costs (time and/or $)	High	Low	Moderate	Moderate	Moderate
Liquidity of Investment	Poor	Varies	Moderate	Moderate	Poor


Tax Benefits
"Losses" may offset salary income	Yes	N/A	No	No	No
Taxable gains can easily be deferred	Yes	No	Yes	Yes	No
Potential for tax-free capital gains	Yes	No	No	No	No

Other Benefits
Leverage of gains	Yes	No	No	No	Yes
Enjoyment in use	Yes	No	Minimal	Minimal	No
Can be part of 401-K or IRA	No	Yes	Yes	Yes	??
Insurance against loss	Partial	Yes	No	No	No

Bill Swonger

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