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The Financial Pocketknife

Real Estate Investing

Building Wealth, Understanding Risks & Exploring Alternatives

Is real estate always a good investment? Join us for an engaging financial literacy session as we explore how real estate can help build long-term wealth, uncover the hidden costs and risks of property ownership, and discuss alternative financial strategies to help you make smarter decisions for your financial future.

What We Will Discuss:

• Mortgage Strategies: Understand mortgage leverage, loan payments, and the differences between 15-year and 30-year mortgages.
• Real Estate vs. Stock Market: Explore historical home appreciation and compare long-term growth with the S&P 500.
• Taxes and Hidden Costs: Learn about capital gains taxes, depreciation, maintenance expenses, and other often-overlooked costs.
• Risks of Property Ownership: Discover challenges involving liquidity, tenants, unexpected expenses, and potential legal liabilities.
• Beyond Real Estate: Explore alternative investment and financial protection strategies, including diversification, tax efficiency, and long-term financial planning.

Who Should Attend? Homebuyers, current homeowners, aspiring real estate investors, and anyone interested in building a stronger financial future.

Presented by Theresa Kung, Ph.D., Executive Marketing Director, World Financial Group and Kwokin Ou, Fiscal Officer at MIT and Financial security professional.

Registration requested, but not required.

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