Saturday, February 9, 2019

Real Estate, Financial Freedom, and Living the Dream


Over the last year or two, if you’ve ever spoken to me in person, chances are you know I ABSOLUTELY LOVE talking about real estate. I could talk to anyone on the subject for hours. But it’s not because I love houses, or architecture, or physical assets you can hold in your hand, or distrust the stock market – it’s because real estate is a vehicle, and I believe the best vehicle, to financial freedom.

What does that mean? Simply put, it’s the point at which you no longer have to work. Where if you lost your job, you could shrug and say ‘so what’? It means never having to set an alarm clock again.

To me, that’s the ultimate dream. To have more time in life for what’s important – family, friends, kids,  travelling, volunteering, skiing, hiking, adventuring….. whatever is important to you.

But isn’t that what retirement is for? Don’t you have to slog it out at a career for 40 years and then get to relax when you’re old and rich? Not. At. All.

In high school business class, we read a book called Rich Dad Poor Dad (thank you Mr. Laurie!). In it, Robert Kiyosaki argues that people should build ‘passive income streams’ (checks that show up regularly even if you’re sleeping) to the point where they equal or surpass their regular expenses, thus freeing them from the ‘rat race’ of having to work for money. To my 17 year old self, who had no experience with money, or working, or the real word, this made sense on an abstract, theoretical level. The book found its way to the shelf, I found my way to college, and then found myself at a computer desk for the next 40 years.

Or at least, that almost happened.

Somewhere around two(ish) years ago, I became interested in the FIRE (Financial Independence, Retire Early) community – where young people are bucking the conventional career path, and actually retiring in their 30s and 40s (sometimes even later 20s! but that ship sailed a year ago…). Ground zero for this movement was, you guessed it, Rich Dad Poor Dad. Off the shelf it came, and a lot more sense it made the second time around. Ever since then I’ve been obsessed and read every book I could get my hands on and listed to every podcast on the planet about the subject.

Cool, so where do you even start?

Passive income can take many forms, whether dividends from stocks, interest from bonds or private loans, or distributions from fund investments. Typical investment advisors will guide you towards a balanced portfolio of stocks and bonds, with the allocation shifting more towards bonds the older you get (to reduce volatility as you approach conventional retirement). Many people in the FIRE 
community take this path as well, and there’s nothing wrong with it. The rule of thumb is that once your portfolio  reaches 25x your desired passive income, you’ve reached FI (also known as the 4% rule). For example, let’s say I could live off of $50,000 per year, then once my investment portfolio reaches $1.25 million, you’re all set. YIKES! $1.25 mil is a lot of money! That could take forever! Even if you scrimped and saved and lived like Friar Tuck, that would take a long time for most people. There has to be an easier way.

Enter, Real Estate. As luck would have it, I stumbled on real estate indirectly, got super excited, and almost bought a trailer park in 2015 (that’s a story for another day). When I say Real Estate here, I mean residential rental properties – ie. single family houses, small multi-family properties, and larger apartment buildings. I find real estate to be far more attractive than the investment portfolio described above for several reasons:

1.     You can use other people’s money: Whether it’s the bank, or private capital, you can buy real estate with less of your own money, meaning you can scale faster. By using a mortgage, seller financing, private notes or anything else, you can acquire properties faster than you can save.
2.       You have control: with a stock or a bond, you have no input or control with how the company who’s paying you performs. With real estate, you make decisions that can control the outcome of your investment. As an added benefit, you can go out and actually touch the building. Some people take comfort in this.
3.       Higher returns: A stock or a bond will pay you around 1-5% in dividends/interest if you’re lucky. With real estate, you can easily make a 10%+ cash-on-cash return (meaning your investment will pay you $1,000 a year for every $10,000 you invest).
4.       Other people pay down your debt: Also known as Building Equity, the people living in your buildings will pay down your mortgage balance for you. As the mortgage balance declines, you build up equity, which you can realize when you sell the property, or borrow against to acquire more.
5.       Appreciation: as an added bonus, and I don’t count on this at all, it’s possible the value of the property could increase over time.
6.       Tax Advantages: The best part about any rental income you receive is that you can pay lower taxes on it than if you received the same amount from your job. Rental properties can be depreciated over 27.5 years, which means you take (approximately), your purchase price of the building, divide it by 27.5, and deduct that amount from your income each year.
a.       For example: Let’s say I buy a house for $100,000 ($75k mortgage, $25k down payment). I’m making a 15% cash-on-cash return, meaning I receive $3,750 in profit the first year. My tax rate on my normal income is 30%.
b.       At a regular job: At a regular job, I’d make $3,750, pay $1,125 in taxes, and keep $2,625.
c.       Real Estate: I’d make the same $3,750 in cash, but I’d subtract a depreciation expense of $3,636 ($100k/27.5). This is not a cash expense, but it reduces my taxable income to only $113. Incredibly, I’d pay only $34 in taxes, and keep $3,715.
7.       It’s Simple!: There’s really not much to it – when you have a house, tenants pay rent, you pay expenses and the mortgage, and keep what’s left over. That’s it.

Actually doing it – terrifying first step

After about a year of self-education, I figured it was finally time to pull the trigger. In 2017 I was sitting on my couch, browsing properties in Scranton, Pennsylvania (Yes, ‘The Office’ Scranton – where properties are WAY cheaper than NYC), when my roommate, who’s from there, said “Hey, the listing agent there is my high school basketball buddy”. So I got in touch with him, he walked me through the home buying process, and I ended up purchasing a four-unit apartment building for $85k two months later.

For the first purchase, this was absolutely terrifying. It felt like I was about to jump over a cliff and had no idea if the parachute would open. From the time the offer was accepted, it took about a month to get a mortgage, inspect the property, review the financial info, get insurance, find a lawyer to do the title work and actually close the deal. This seemed like so much work just to buy a damn house! I almost thought it was too much, but then as soon as the first month of rent checks hit I was hooked for life.

Fast forward a year and a half, and this has now become routine. My partner and I formed Husky Properties (like the dog), have grown to 13 cash-flowing rental units in the Scranton area, and have outside investors trusting us to invest their money. Within five years the goal is to have 100 units and reach full financial independence - leaving the computer desk and routine behind forever.

What I’ve learned from this is that I absolutely love this subject, and wish more people were as excited about it as I am so I could nerd out with them. If any of this interests you or you want to learn how to do it for yourself, please reach out!

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