Real Estate's Place in a Portfolio (Video)

By Jonathan Howard, CFP® 

Curious about investing in real estate, but not sure if it’s a good fit for your portfolio? Then this video is for you! Together we’ll explore whether real estate could have (or should have) a place in your portfolio. If done right, real estate is a versatile investment that can enhance your portfolio: it can provide stability, generate income, and potentially grow over time. But, you’ll also want to be aware of the little-known risks that many investors often miss. In this video, I’m sharing my best advice to help answer the most common questions about real estate investing, so you can consider whether real estate has a place in your portfolio.

About Jonathan

Jonathan Howard is a financial planner at SeaCure Advisors, a financial services firm committed to developing custom-tailored financial plans to help clients meet their specific goals and needs. 

Prioritizing education, diligence, and communication with a high emphasis on tax planning, his goal with everyone he works with is to help them use their resources as tools to enhance their prosperity and well-being.

Prior to entering the financial services industry as a licensed life & health insurance agent, Jonathan spent 17 years in Los Angeles, working as an editor and visual effects artist. Jonathan holds a bachelor’s degree from Middlebury College as well as the Series 7, 63, 65, and CERTIFIED FINANCIAL PLANNER™ designations. He has contributed to financial articles published in Forbes, USA Today, Fox Business, US News & World Report, Kiplinger, Yahoo! Finance, and more. 

Jonathan lives in Lexington, KY, with his beautiful and patient wife, two vivacious daughters, and three spazzy dogs. When he’s not working, he enjoys playing guitar, spending time outdoors, and family time. To learn more about him, connect with him on LinkedIn.