Renting or Buying a home | Sunk Costs Compared

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  • เผยแพร่เมื่อ 21 พ.ย. 2024

ความคิดเห็น • 18

  • @IreneZhu
    @IreneZhu  หลายเดือนก่อน

    Are you in the reninvesting camp or buying a home camp🤔 📈 Manage your portfolio on Navexa and get 3 months off on your annual subscription: www.navexa.io?fpr=irene

    • @slightfimulator4888
      @slightfimulator4888 หลายเดือนก่อน

      Thanks for this video. If only you had 3 million subscribers instead of 6 thousand. I'm so tired of reading everywhere people complaining they can't afford to buy a house. Renting is so much better financially as long as you invest what you save. I will buy a home when I am old because I will have more than enough money from investments.
      I guess I should be happy Australians are so ignorant about finance that they want to buy instead of rent at all costs. It keeps rental prices down, thanks buyers!

    • @dwlawless
      @dwlawless หลายเดือนก่อน

      ​@@slightfimulator4888 What's this about Australian's being financially ignorant? You might be throwing stones at glass houses there my friend.

    • @slightfimulator4888
      @slightfimulator4888 หลายเดือนก่อน

      ​@@dwlawlessyou keep believing in buying property, I'll rent and invest and get wealthier. Cheers!

  • @taif3157
    @taif3157 24 วันที่ผ่านมา

    Thank you Irene very informative! Could you please make a video talking about what is you investing style? do you invest every month? waiting for the lows? what is your style? I'm a beginner I want to invest monthly from my paycheck

    • @IreneZhu
      @IreneZhu  24 วันที่ผ่านมา

      Thank you so much for the kind words! I’m really glad you enjoyed the video😃. The tried-and-true strategy for beginner investors is to invest at least 20% into broad market index funds each month, regardless of where the market is-this is called Dollar Cost Averaging (DCA). This approach can help avoid the stress of timing the market and allows the investments to grow steadily over time.
      If you're interested in starting out, I have some videos that might be helpful! You could check out my video on building a 3-fund portfolio (The lazy portfolio) th-cam.com/video/M3MIZ-6cIBI/w-d-xo.html or my recommendations for the best S&P 500 th-cam.com/video/s5oXW_vL24k/w-d-xo.html and ASX index funds th-cam.com/video/b2hmBGf1Uag/w-d-xo.html. Also, before you open a broker account, consider topping up Super funds if you are not aiming for early retirement th-cam.com/video/TamduA97XK4/w-d-xo.html th-cam.com/video/U1yOTUqDczk/w-d-xo.html. Keep the questions coming, and happy investing! 📈

  • @bign1667
    @bign1667 12 วันที่ผ่านมา

    It's simple...you know based on interest rates what your morgage repayments will be so if you can factor in a higher rate to something crazy high and can make the repayments....it's cheaper than renting. Why? Because renting is so unpredictable and unstable

  • @mabamabam
    @mabamabam หลายเดือนก่อน +3

    $8000 on maintenance seems high. I dont think Ive spent $8k total over the last 5 years.
    Not that it matters, just changes the calculation a bit.

    • @IreneZhu
      @IreneZhu  หลายเดือนก่อน

      Agreed that the 1% is on the conservative side. Don't think we spent 1% on maintanance in any given year either.

  • @dwlawless
    @dwlawless หลายเดือนก่อน +2

    A couple things you didn't factor in that are very important:
    1. Assume a higer LVR at 90% (add LMI to your calculations)
    2.Continue to assume a 3% return on property after inflation... but that annualised return is on the geared (borrowed) funds.
    3. Assume a $100,000 deposit for a $1,000,000 purchase with a 3% return. Your $100,000 investment, thanks to gearing, now returns 30%
    4. Yes, gearing does mean that any losses on property are also multiplied - but there's a reason banks will lend 90% of the value on a residential property and not on other asset classes
    5. There are significant tax advantages to owning your own home. You did mention stamp duty as a cost, but there's no CGT when you sell your home. If you buy right you can sell at retirement and downsize.
    6. Balanced portfolio - you are already investing 11% of your total income into other asset classes through Super - also very tax effective.
    But mainly - you didn't account for the accumulated benefits of gearing with reference to purchasing a property through borrowed funds.

    • @IreneZhu
      @IreneZhu  หลายเดือนก่อน

      To me, PPoR is not an asset (rather an utility or even a liability), therefore return was not considered.

  • @R_Ali
    @R_Ali หลายเดือนก่อน

    $8000 pa maintenance costs, where do you get this figures?

  • @dustingoldsworthy7303
    @dustingoldsworthy7303 หลายเดือนก่อน

    here a scenario where a couple pay a house of in 4 years.. I did it in 3.
    Average income single 75, couple 140k. buy in a regional town close to work for 450k 3 bedroom brick house 1970s build. serviceable, can be renovated to add value but otherwise good condition.
    there buils are 35k a year. leaving 110k to save. they save 20% deposit in a year. they buy and move in. they now save 120k per year. with a 340 k mortgage.
    they pay the house off in 3 years.
    they now have 140k to live on... do this twice and in 8 years, sell both and you'll have a paid off house in Sydned in 8 years vs 30 years.

  • @Gazzapa57
    @Gazzapa57 หลายเดือนก่อน

    When you rent if anything breaks or leaks the owner pays for it - that includes special levies which are not a small amount in older buildings - you did not factor that in - significant over time.

    • @robocop581
      @robocop581 หลายเดือนก่อน

      I'm a Landlord that earns a net 7.2% from my rental properties so keep believing tenants don't pay for maintenance and property taxes. The key word here is NET

    • @Gazzapa57
      @Gazzapa57 หลายเดือนก่อน

      @@robocop581 Are your properties in Australia ? What regional area ?

  • @L9MN4sTCUk
    @L9MN4sTCUk หลายเดือนก่อน +1

    Just steal a house. There's a chronic shortage of police so it can take weeks to months for them to drag you out