Log InSign Up
Including Real Estate in a Retirement Portfolio (Part 1)

Investing Strategy - September 28, 2021

Including Real Estate in a Retirement Portfolio (Part 1)

September 28, 2021

Author avatar
By Soren Godbersen
Back to Articles
Author avatar
Soren Godbersen
Soren is Chief Growth Officer at EquityMultiple. Since the launch of the EquityMultiple platform in 2015, he has overseen customer communications and educational content development. Soren is responsible for the ongoing development of the EquityMultiple brand, ensuring a great investor experience, and pursuing sustainable growth for the company. Prior to EquityMultiple, Mr. Godbersen worked on major product development and marketing initiatives for SaaS companies. He holds a degree in Economics from Whitman College.

Connect With Us

Our dedicated Investor Relations Team is standing by to help simplify your real estate investing process.

Abby Blumenfeld
Ashley Shumaker
Marious Sjulsen
Schedule a Call
+1 (646) 970-9857

9am - 6pm EST

General: contact@equitymultiple.com

Support: help@equitymultiple.com

Who We Are
About UsOur ProcessInvestor StoriesCareers
Investments
OfferingsKeep PillarEarn PillarGrow PillarThe Alpine Notes
Discover
InsightsFAQGlossaryPodcast
Explore More
Business ContinuityCopyright Dispute PolicyDisclosuresPrivacy PolicyTerms of UseTrust & SecurityForm ADV

No communication by EquityMultiple, Inc. or any of its affiliates (collectively, “EquityMultiple”), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Nothing on this website is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.

The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. The information represents EquityMultiple’s view of the current market environment as of the date appearing above. There can be no assurance that any EquityMultiple fund or investment will achieve its objectives or avoid substantial losses. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with her or her financial professionals. Past performance is no guarantee of future results.

All research and other information provided on this website has been prepared for informational purposes only and EquityMultiple assumes no liability or responsibility for any errors or omissions in the content of this website or any linked website.

Any financial targets or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated targets do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that EquityMultiple believes are reliable, but we make no representations or warranties as to the accuracy or completeness of such information and accept no liability therefor.

Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by EquityMultiple or any other party, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment.

Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest. Real estate and other alternative investments should only be part of your overall investment portfolio.

Articles or information from third-party media outside of this domain may discuss EquityMultiple or relate to information contained herein, but EquityMultiple does not approve and is not responsible for such content. Hyperlinks to third-party sites, or reproduction of third-party articles, do not constitute an approval or endorsement by EquityMultiple of the linked or reproduced content.

Investing in securities or real property investments (the ""Investments"") listed on EquityMultiple pose risks, including but not limited to market risk, credit risk, interest rate risk, and the risk of losing some or all of the money you invest. Before investing you should: (1) conduct your own investigation and analysis; (2) carefully consider the investment and all related charges, expenses, uncertainties and risks, including all uncertainties and risks described in offering materials; and (3) consult with your own investment, tax, financial and legal advisors. Such Investments are only suitable for accredited investors who understand and willing and able to accept the high risks associated with private investments.

Investing in private placements requires long-term commitments, the ability to afford to lose the entire investment, and low liquidity needs. This website provides preliminary and general information about the Investments and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities or other investments. No offer or sale of any Investments will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials. EquityMultiple is not registered as a broker-dealer. EquityMultiple does not make any representation or warranty to any prospective investor regarding the legality of an investment in any EquityMultiple Investments.

Banking services are provided by Blue Ridge Bank, Member FDIC. Payment processing is provided by Dwolla, Inc.

Investment advisory services are provided by EM Advisor, LLC, an investment advisor registered with the Securities and Exchange Commission.

Our site uses a third party service to match browser cookies to your mailing address. We then use another company to send special offers through the mail on our behalf. Our company never receives or stores any of this information and our third parties do not provide or sell this information to any other company or service

Target average cash yield is calculated by taking the average of a property's projected annual net cash flows, and dividing by the initial equity investment amount.

A “more diversified” portfolio refers to the practice of investing in a wide(r) variety of assets, most commonly in comparison to a traditional portfolio consisting entirely of publicly traded assets.

Image depicting offering in cell phone is not representative of live offerings on the app and is for illustrative purposes.