#563: Beyond ROI: How to Balance Real Estate and Stocks in Your Portfolio

Dive into the intersection of real estate investing and comprehensive financial planning with Daniel Huffman, a CFP who breaks the mold by specializing in real estate rather than steering clients away from it. This eye-opening conversation explores how to build a truly diversified portfolio across both traditional investments and real estate assets, with particular focus on optimizing return on equity, internal rate of return (IRR), and when to hold versus sell underperforming properties. Discover why factor investing may provide better diversification than simply owning the entire market through index funds, and learn why the traditional advisor's asset allocation models often fail real estate investors.