How real estate can help build generational wealth
Homeowners and investors can gain from appreciation, rental income and tax breaks, while heirs may inherit property with a stepped-up basis.
- Real estate remains a cornerstone for building generational wealth, with Cerulli Associates projecting $124 trillion will transfer between generations through 2048 and $105 trillion will go to heirs.
- The National Association of Realtors reports typical homeowners gained $201,600 between the third quarters of 2014 and 2024, while rental income historically accounts for 70% to 80% of apartment returns.
- Bonus depreciation currently allows a 100% first-year deduction for certain qualified property, while investors utilize 1031 exchanges to defer taxes on gains; REITs follow different rules under IRS guidelines.
- PwC describes institutional-grade real estate as property meeting professional investment standards, allowing investors like those working with Buchanan Street Partners to outsource operations and bypass daily tenant management.
- Matching property investments to long-term family goals ensures portfolios serve future family members after current decision-makers are gone, combining income generation with tax efficiency to preserve wealth across generations.
20 Articles
20 Articles
How real estate can help build generational wealth - The Mexico Ledger
There are many ways to create generational wealth, and real estate is among the most established ways families have built it. Urban Institute research has tied homeownership to financial security, with property making up an important part of household wealth for many families. And the amount set to move between generations is enormous, with Cerulli Associates projecting that $124 trillion will transfer through 2048 and $105 trillion will go to h…
How real estate can help build generational wealth - Seward Independent
There are many ways to create generational wealth, and real estate is among the most established ways families have built it. Urban Institute research has tied homeownership to financial security, with property making up an important part of household wealth for many families. And the amount set to move between generations is enormous, with Cerulli Associates projecting that $124 trillion will transfer through 2048 and $105 trillion will go to h…
thepampanews.com
How real estate can help build generational wealth
There are many ways to create generational wealth, and real estate is among the most established ways families have built it. Urban Institute research has tied homeownership to financial security, with property making up an important part of household wealth for many families. And the amount set to move between generations is enormous, with Cerulli Associates projecting that $124 trillion will transfer through 2048 and $105 trillion will go to h…
How real estate can help build generational wealth - Stateline Publications
There are many ways to create generational wealth, and real estate is among the most established ways families have built it. Urban Institute research has tied homeownership to financial security, with property making up an important part of household wealth for many families. And the amount set to move between generations is enormous, with Cerulli Associates projecting that $124 trillion will transfer through 2048 and $105 trillion will go to h…
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