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Writer's pictureKari Stone

Creating Generational Wealth With Real Estate

Hi there, it's Kari here with my first blog post on our new website! The topic of this post is near and dear to me and I thought it would be helpful to share! This past year, I encountered one of the smartest moves in creating equity and setting up your children for the future. I had a client that had originally bought her home when she started college and her parents had co-signed on the loan. She stayed in the house throughout her four years of school and when she went to sell the home, she had enough equity to pay off all of her student loans! What a great way to create equity and set your child up for the "real world" with zero debt!


karis family

This year, my husband and I decided to help our daughter invest in her first piece of property by co-signing. She had been renting from us for two years and she wanted to start her own path. Co-signing for your children to purchase real estate as a means of creating generational wealth can be a viable strategy, but it comes with potential risks and benefits that should be carefully considered. Every situation and child are different, so here are some key points to keep in mind:



Benefits:

  1. Cheaper Than Rent: Purchasing a property with no money down or a low down payment can make homeownership more affordable than renting. Over time, building equity in a property can lead to financial gains.

  2. Equity Building: As your children make mortgage payments, they'll be building equity in the property. When they sell the property, they can potentially realize a profit, which can be used for future investments or to pay off debts like student loans.

  3. Tax Benefits: Owning real estate comes with potential tax advantages, such as deductions for mortgage interest and property taxes. These tax benefits can help reduce the overall cost of homeownership.

  4. Teaching Financial Responsibility: Co-signing can be a way to teach your children financial responsibility and the importance of building assets.

Risks:

  1. Financial Responsibility: While co-signing can teach financial responsibility, it also places a significant financial burden on both you and your children. If they are unable to make mortgage payments, it can affect your credit and finances.

  2. Market Volatility: Real estate markets can be volatile. While property values can appreciate over time, they can also decline. If the market takes a downturn, your children may not realize the expected returns when they sell.

  3. Maintenance and Expenses: Owning a property involves ongoing expenses, including maintenance, property taxes, insurance, and HOA fees. Your children need to be prepared to handle these costs.

  4. Legal and Relationship Risks: Co-signing a loan involves legal responsibilities. If your children default on the loan, it can lead to legal and financial complications. Additionally, mixing family and finances can strain relationships, so it's important to have clear communication and expectations.

  5. Market Conditions: The success of this strategy heavily depends on the real estate market and economic conditions. Predicting future market conditions is challenging, and market fluctuations can impact the profitability of this approach.

Before co-signing for your child, it's essential to have a thorough discussion about their financial readiness, responsibilities, and your own financial situation. Consider consulting with a financial advisor and real estate expert, like me, to evaluate the potential risks and benefits of this approach.


If you want more info on how this strategy could work for you, let's talk!

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