Is a Multi-Family Home a Good Investment?

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

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Transcript:

Easan Arulanantham:

So, this next question is another housing question. “What were your thoughts on buying a multifamily property as the first home and renting out the other units?”


Tom Vaughan:

Yeah, I’ve thought about that a couple times. And we really think it’s a great idea, especially for somebody who’s going into buy a home for the first time, might struggle somewhat to pay the payment, go buy a say, a duplex, right? And if you look at the price of duplexes, they’re not that much more than single family homes. So you go in, you buy that, and now you got half of that residence is going to be rented. Now, you got to live next door to your renter. I mean, there’s all kinds of pros and cons there. But I think that’s a really interesting idea. And a good way of kind of getting into the market, generating an income. Rental income is awesome. It generally grows with inflation. And so you know, theoretically, you could get a renter that’s paying a big chunk of your mortgage. And so it allows you to have that capability. I would think even in the buying process, if there already is a renter, you might be able to get kind of credit for that as part of it. So maybe that would be easier to qualify for. I’m not a mortgage broker, so I’m not exactly sure how that works. But that makes sense to me. So I actually like that concept. I think long term personally, you know, maybe it’s better to be in a single family home. So you’re not living right next year renter, but you can get in the door that way, and then maybe rent to both out and keep that place as a rental and then move into your single family home, right? But I think it’s a good start step is to look at that type of situation a triplex or four plex or a duplex, for example. And there’s some there’s some nice areas that have duplexes here that you can, you know, you can get a nice, a nice location, which is important too.


Easan Arulanantham:

Yeah. And you also have to remember, are you willing to go through the hassle of dealing with renters? And what happens if it goes vacant for a prolonged period of time, because it’s the market’s cold. And so you have to also be wary of the loss of income too.


Tom Vaughan:

Yeah, exactly. I mean, it’s not a guaranteed income source. And generally speaking, it’s really nice to not have any turnover, because every time somebody leaves, you generally would have to fix it up at least somewhat, to get it ready for the next renter versus keeping somebody in. We always advocate to be under market, at any point in time. So if the average is $2000, you know, be at $1800 or $1750 or something, even though you’re collecting less than what you might be able to get at market rate. You’re not getting turnover because that person is paying $1750 They go look and they’d have to pay $2000, they’re gonna stay. Unless you want them to leave. That happens. But so yeah, I think that there’s, you know, some some risks there that have to be considered but you know, it At least in this area, rents have been really good for a really long time, and they’re not building a lot of new homes. So homes are getting so expensive. People can’t buy new homes, so they end up renting. We still have job growth here. You know, this is not a bad place to do that. That’s for sure, here in Silicon Valley.

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

By participating in any of these live streams, you agree that any questions submitted by you might be used by us in the future on this YouTube channel. We will not share your personal information.

If you have questions, please write to us at: asktom@talkmoneywithtom.com.

  • MoneyGuidePro®
  • Advent Software/Black Diamond Reporting
  • Riskalyze, Inc.
  • thinkpipes®
  • Right Capital
  • YCharts, Inc.