US Bonds versus Real Estate COVER

Are U.S Treasury Bonds Better Than Real Estate?

Published On: December 2nd, 2023

Many online and financial publications are advocating investment in short-term U.S. Treasury bonds. It’s not surprising, as many of them are offering around a 5% yield, depending on the duration.

5% isn’t bad for just putting your money in a safe place!

But is it better than investing in real estate? We don’t think it’s a case of ‘better’ because most financial analysts and experts suggest you should have a balanced portfolio with a mix of investments.

While the current short-term bond market is an interesting option, there are a couple of things to consider:

Term
When the term is over, you have to take your money back and look for other investments (often for 3, 6, or 9 months). There is no set term when you invest with CalTier; you leave your money in for as long or as little as you like.

Upside
There isn’t typically a significant upside above and beyond the yield you get with short-term bonds. With the CalTier fund, the value of your investment can go up (although there is no guarantee the share price will go up).

Real Estate ‘Value Add’ Strategy

We invest in Class B and C multi-family units. We intend to acquire, manage, operate, leverage, and opportunistically sell multi-family rental properties and development projects through purchasing equity interests in those properties. Learn more about our real estate strategy here.

adquisition process, real estate assets, cashflow with real estate.

Always consult your financial advisor before making financial decisions. CalTier does not provide financial advice.

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