Looking to build a more resilient, growth-focused investment portfolio?
Real estate might be the missing piece.
Whether you’re an experienced investor or just beginning to diversify beyond traditional markets, real estate offers time-tested benefits that can enhance your long-term financial strategy.
Here are five powerful reasons to add real estate to your portfolio today:
1. Cash Flow You Can Count On
Real estate can generate consistent, passive income—especially through well-located residential and commercial rental properties. Unlike stocks that may or may not pay dividends, rent checks come in monthly, providing dependable returns that help smooth out your income stream.
2. Major Tax Advantages
Real estate is one of the most tax-favored asset classes available. Investors benefit from:
- Depreciation to reduce taxable income
- 1031 exchanges to defer capital gains
- Mortgage interest deductions
- Step-up in basis for estate planning
These tools can significantly enhance after-tax returns. Be sure to talk with your CPA about how these strategies may apply to your situation.
3. Diversification from Market Volatility
Adding real estate to your portfolio helps balance the ups and downs of the stock and bond markets. Real estate typically follows different economic cycles and is less correlated with Wall Street. That means your overall portfolio may be more stable—especially in turbulent times.
4. Inflation Hedge with Real Income Growth
Rents tend to rise with inflation. That means real estate not only holds its value—it can actually produce more income when prices go up. This makes it a smart choice for investors looking to maintain purchasing power and generate returns that keep pace with rising costs.
5. Tangible Assets with Long-Term Upside
Real estate is a physical, income-generating asset that meets essential needs—housing, shopping, and services. Properties in strong markets can appreciate over time, especially when professionally managed, improved, or repositioned. You don’t just rely on market luck—you create value.
Final Thought: Real Estate Belongs in the Modern Portfolio
From passive income to inflation protection, real estate brings a lot to the table. At NC Capital Group, we help investors access institutional-quality deals in high-growth markets—without the hassle of being a landlord.
Win Coleman, CCIM, is a graduate of East Carolina University where he received his bachelor’s degree in finance. He holds both North Carolina and South Carolina Real Estate Licenses and was awarded the prestigious CCIM (Certified Commercial Investment Member) designation in 2008.
Win served on the board of directors of The Triangle Apartment Association (TAA) where he co-chaired The Independent Rental Owner’s Council (IROC). He is a member of the International Council of Shopping Centers (ICSC), the Triangle Commercial Association of Realtors (TCAR) and the Raleigh Kiwanis Club.
While a specialist in site identification, evaluation and acquisition for investors and businesses, he also has extensive experience in brokerage, leasing, property management and investment sales.
Win assists in managing The Coleman Group, LLC, which owns a portfolio of investment properties, and he is a member of our acquisitions committee. He has lifelong experience and love for historic properties including the one he restored and where he resides in Historic Oakwood in Downtown Raleigh.