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Rajiv Rebello is the Principal of Colva Insurance Services. He helps HNW clients and business owners implement better after-tax, risk-adjusted retirement, wealth and estate…

Rajiv Rebello is the Principal of Colva Insurance Services. He helps HNW clients and business owners implement better after-tax, risk-adjusted retirement, wealth and estate solutions through the use of life insurance and annuity vehicles. He can be reached at rajiv.rebello@colvaservices.com. His work has been featured on Michael Kitces’ Nerd’s Eye View, Advisor Perspectives, Alpha Architect, the American College of Financial Services, CalCPA, the National Association of Estate Planners and Councils (NAEPC), and more.

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Real estate investors often tout the benefits of investing in real estate.

However, the biggest value that real estate offers over traditional public equity (i.e. stock market) investing is the use of leverage.

So if I’m getting rental income of about 5% of the value of my investment and appreciation rate of 3% then I have a total return of…

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About

Rajiv Rebello is the Principal of Colva Insurance Services. He helps HNW clients and business owners implement better after-tax, risk-adjusted retirement, wealth and estate…

Rajiv Rebello is the Principal of Colva Insurance Services. He helps HNW clients and business owners implement better after-tax, risk-adjusted retirement, wealth and estate solutions through the use of life insurance and annuity vehicles. He can be reached at rajiv.rebello@colvaservices.com. His work has been featured on Michael Kitces’ Nerd’s Eye View, Advisor Perspectives, Alpha Architect, the American College of Financial Services, CalCPA, the National Association of Estate Planners and Councils (NAEPC), and more.

Show more Show less
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