Real Estate vs Equity Mutual Funds | Case Study by Parimal Ade & Gaurav Jain

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  • Опубліковано 16 січ 2025

КОМЕНТАРІ • 97

  • @amittabhadatta1183
    @amittabhadatta1183 3 місяці тому +11

    Real estate is in the hand of brokers , u dont get market rate when u try to sell ur property.

  • @gouthampai5055
    @gouthampai5055 3 місяці тому +2

    Thank you parimal Sir and gaurav sir

  • @hostellife-bz5lh
    @hostellife-bz5lh 3 місяці тому +4

    You should do the Flat real estate Vs the agricultural + tier 2, tier 3 real estate. Real gains are in tier 2,3 cities

  • @amitdutt77
    @amitdutt77 3 місяці тому +9

    Very good thought provoking useful narrative.
    Real estate cannot beat Equity , it is good for consumption purpose.
    Same way, Life insurance is not investment, it is merely risk coverage.

  • @Shiv-st4kl
    @Shiv-st4kl 3 місяці тому +1

    Very educative discussion.

  • @nagarajubandi3131
    @nagarajubandi3131 3 місяці тому +1

    Thank you sir. Please discuss about investment in Reit & how compounding benefit available

  • @sreedharsiddegowda7759
    @sreedharsiddegowda7759 3 місяці тому

    This is an example why I wait for your vedios.I never miss watching you vedios.....
    God bless you sir...

  • @balajichormale4814
    @balajichormale4814 3 місяці тому +5

    Sir marathi chenal var video jara kami yet aahet marathi video chi vat bagto aahe...... 🙏

  • @9940114158
    @9940114158 28 днів тому

    Yes it happen

  • @yogisharmamagic70
    @yogisharmamagic70 6 днів тому

    this is a example of rising market scenario, dont forget if you sold that same house in a bearish phase and invest or captured a market high, you might had to wait for five six years for getting money in positive, though i am a strong investor in equity but just example like these may be taken in wrong light.

  • @gouravbose8105
    @gouravbose8105 3 місяці тому +1

    Parimal & Gaurav Jee thank you for sharing the insights.
    I have a question here and need some wisdom when you are quoting 47.00 lacs investment in real estate for buying an apartment is it on loan or full cash? Because in real estate the ticket size is big so I assume it would be 20% DP and rest loan so technically your friend has put somewhere 9.50 lacs for 47.00 lacs ticket size for an investment purposes to grow wealth from real estate assets class. Since in real estate you have an option to avail loan so you can get the opportunity to invest for bigger ticket size in order to generate greater returns but where in investing in Equity asset class you can not invest that much money unless you have it ready so you can invest upto 9.50/- lacs only compared to 47.00/- lacs. So how do you see this way from generating long term wealth from your observations.

  • @jitenbhatt1993
    @jitenbhatt1993 3 місяці тому +5

    I feel mutual funds and stock comparison will be better for long term

  • @PTeja007
    @PTeja007 3 місяці тому +10

    This is the exact nonsense you should stay away from. 🤦🏻‍♂️ I can give you countless examples like this. I bought a flat in 2019 at 45L. Now it is over 1cr. I invested 10L back in 2019 in stocks. Now it is 12L. Does this mean real estate is good and stock market is bad ? No right. Here I have selected good flat at good area at good price. That is why it appreciated. Similarly I selected bad stocks in 2019. That is why I didn't get good returns. It is as simple as that. Every asset class has its own advantages and disadvantages. It depends on the individual and his way of selection.

    • @kedarisgreat
      @kedarisgreat 3 місяці тому +1

      @@PTeja007 I pity on these so called FinFluencers.
      Most people will literally abuse these UA-camrs after a few years for all these non sense comparisons.

    • @chaitanyatanwar8151
      @chaitanyatanwar8151 3 місяці тому +1

      That is why you should take help from them. Your equity investment way is very poor. You really need good equity advisors.

    • @kedarisgreat
      @kedarisgreat 3 місяці тому

      @@chaitanyatanwar8151 I think he should take help from us to buy quality real estate that appreciates

    • @chaitanyatanwar8151
      @chaitanyatanwar8151 3 місяці тому +1

      @@PTeja007 If you would have invested in even Nifty 50 index fund as well.
      Your 10 lakh would have been 22 lakh. And your 45 lakh would have been 1.05 crore. Plus the convenience of selling in chunks and selling anytime whenever you want.
      And if you would have followed the advice of investyadna i.e a multicap fund, your 45 lakh can anywhere be closer to 1.2-.1.3 crore easily.

    • @PTeja007
      @PTeja007 3 місяці тому +1

      @@chaitanyatanwar8151 Any person with brain will not buy flat with 100% cash. If he has his own brain and doesn't use UA-cam, he will take loan inspite of not having 45L. I saved rent as well which is around 25k per month now for the same flat. I just gave an example of portfolio. That doesn't mean I invested 🤦🏻‍♂️ He is just giving the pessimistic scenario about Real estate and comparing to the best case scenario in stock market which is why I gave one example.

  • @rajiv8827
    @rajiv8827 3 місяці тому +4

    Real estate, specially flats, are notvreal😂 , inflated, spurious prices, looting naives, land has some value if bought individually

  • @vikasji_
    @vikasji_ 3 місяці тому +1

    Rpower ya dhfl ka share le लिया hoga

  • @pradeep2kedar
    @pradeep2kedar 3 місяці тому

    Liquidity is the only concern for real estate. If u r a good seller, u can make any sort of profits. Overall, i should do a good research before buying. Also, keep in mind, its going to bring concentration risk ❤

  • @rushikeshmore8890
    @rushikeshmore8890 3 місяці тому +23

    I don't believe that 48 lakhs property didn't grow even to 55 lakhs. For long period of time... strange....if possible please provide locality only. So that this discussion will be authentic and reliable .

    • @teamdevopschampion1991
      @teamdevopschampion1991 3 місяці тому +3

      Even flats?

    • @harrshad7
      @harrshad7 3 місяці тому +15

      We've got an apartment that was bought for 42 lakhs in 2013 for 65 lakhs in 2022.
      The apartment in the case study was bought in 48 lakhs in 2016 and I'm not surprised. Typically yields are 2-3% on rent and 4-5% on total asset

    • @shivprakashchivati5119
      @shivprakashchivati5119 3 місяці тому +11

      Nothing strange.. My friend bought 2 bhk in Pimple saudagar Roseland residency for 85 Lakhs 10 years back.. now he is not getting buyers from past 2 years as he is planning to sell it for 1 crore..

    • @shubhamsachan6419
      @shubhamsachan6419 3 місяці тому

      ​@@teamdevopschampion1991yes flats

    • @anupagarwal727
      @anupagarwal727 3 місяці тому +7

      Paisa flats main nahi land main bhadta hai flats main to depriciate hi hota hai

  • @YogaConcepts4U
    @YogaConcepts4U 3 місяці тому +5

    सब लोग mutual fund बेचने में लगे हैं

  • @ankitjain1564
    @ankitjain1564 3 місяці тому +1

    2022 mein share market wale dubak ke baithe the… aaj 2024 mein market all time high pe hai to yeh uchal rahe… first home is not investment nor liability…equity ko chatoge jab land lord tumhe 11 mahine ke baad bhagane lage? You should make good selection and do research…yeh jarur hai ki real estate market brokers dominate karte hai … to you should do proper research otherwise paisa to kahi bhi doob jaata hai… stay from direct stocks rather go for MF

  • @SandipPatil009
    @SandipPatil009 3 місяці тому

    You are correct Parimal, I am also Balewadi resident.

  • @vinoddhjeeturi8181
    @vinoddhjeeturi8181 3 місяці тому +1

    in this case study you didn't which city/town this real estate transaction executed?
    in Bangalore real estate prices are booming a 1bhk=1cr, 2bhk=2cr, 3bhk=3cr+

    • @shubhamsachan6419
      @shubhamsachan6419 3 місяці тому +1

      It will get stopped

    • @pvenkatesh3982
      @pvenkatesh3982 3 місяці тому

      @@shubhamsachan6419 can you tell me when it will be stopped. as far as I know property prices in Bangalore never went down. If you have idea enlighten us by telling when will prices will be dropped. Advance thanks.

    • @Dr.CoCo_1234
      @Dr.CoCo_1234 3 місяці тому +3

      If you want to purchase a land or flat,then location is most important thing...
      If location is good then it will surely give you good returns...

    • @ggau2005
      @ggau2005 3 місяці тому

      Bangalore??? Exaggreted rates, in Mumbai also still getting 1bhk at65L to L80

  • @sujitkumardas6687
    @sujitkumardas6687 3 місяці тому

    Which one is best for long term investment, PPF Vs NPS?

    • @sudip_curiousmind
      @sudip_curiousmind 3 місяці тому

      I am not sure the comparison is apt, PPF won't allow you to invest more than 1.5 lakh per annum.

  • @amolsapkale2453
    @amolsapkale2453 3 місяці тому +2

    All builder sales person using pressure tactics. And people most of the buy flat in FOMO

  • @civilexplorer7038
    @civilexplorer7038 3 місяці тому

    The example gaurav gave is reel.. If real 50L she invested to grow like 82L in 18months is like buying penny stocks of 50L like RVNL,Suzlon Energy,Raymond, Govt. Undertaking stocks.. No middle class can take huge risk of buying 50L Govt. stocks.

  • @MithunDhar88
    @MithunDhar88 3 місяці тому +1

    Using one example, you can’t “generalise” the whole industry.

  • @30datman
    @30datman 3 місяці тому

    Hi Parimal, suppose we decide on 5 mutual fund categories aligned to our goals. But if we pick even 2 funds in each( to prevent AMC bias) , we end up with 10 schemes, so that negates the thought of having 5 MFs at the max . in one's portfolio.
    Can u give a solution for this dilemma, as putting all the savings in one fund (of each category) may increase the risk of concentration /AMC bias ( like in case of Axis or Quant MF in recent times).
    Regards.

    • @utsavchester5963
      @utsavchester5963 2 місяці тому

      there is no harm in selecting 2 funds in each category with different AMCs as long as your goal is clear. Moreover, after a particular period, you would be able to compare both the funds as well keeping in mind the expense ratio and the return given by them

    • @netke6177
      @netke6177 Місяць тому

      Have u not heard of INDEX ETF

    • @30datman
      @30datman Місяць тому +1

      @@netke6177 Do u not know the basic difference between an actively managed MF and a passive ETF? But I guess if u did,you would not have commented like this.

    • @netke6177
      @netke6177 Місяць тому

      @@30datman index ETF S are much better than than actively managed mfs

    • @NIKHIL04K
      @NIKHIL04K 13 днів тому

      2 MF in categories result in much stronger diversification. MF already a diversified product so its enough. Try to allocate some funds to FIXED INCOME PRODUCTS use this funds for extra sips for temporary fall and allocation for massive market correction 50% minimum. this way you will generate more return over a long horizon compared with schemes returns

  • @mechhari22
    @mechhari22 3 місяці тому +4

    I am not understanding if it's pune specifuc. In bangalore after covid recovery real estate is sky rocketing. 2 bhk of 10 yr old appartment with 1200 sq feet is quoted at 2.5 cr. I see it's given 100% return in past 3 yrs. May be too much speculative buying Herr but it is getting more and more unaffodable

    • @WalterWhite-og6wj
      @WalterWhite-og6wj 3 місяці тому +3

      Wait for couple of more years you'll realise that current prices will stagnate for next 8-10 years.
      Real estate works in cycle and once cycle goes the prices stays more or less the same for the next many years.
      That's what happened around 2011-12 across India. Never forget history. It always repeats.

    • @MithunDhar88
      @MithunDhar88 3 місяці тому

      Very true.

    • @MithunDhar88
      @MithunDhar88 3 місяці тому

      @@WalterWhite-og6wjit can happen with stocks also with no return for many years!

    • @WalterWhite-og6wj
      @WalterWhite-og6wj 3 місяці тому

      @@MithunDhar88 Yes, but a person never invests crores in just one stock. Diversification saves them but hard to diversify in real estate when single property costs so much.
      That's why middle class stays poor by investing in real estate hoping for magic to happen.

    • @sudip_curiousmind
      @sudip_curiousmind 3 місяці тому

      It won't be any 2bhk right? As per Anarock survey, average real estate rates (apartments) is around 7500 in Bangalore, that is around 80-90 lakh for a 1200 sqft apartment. Also you are right, prices are skyrocketing in rhe lastv3-4 years but if you average out for the last 10 years you will see its hardly 7-8% appreciation.

  • @saikatdas4739
    @saikatdas4739 3 місяці тому

    The only disconnect here is both Parimal and Gaurav live in their own homes :)

  • @amolsapkale2453
    @amolsapkale2453 3 місяці тому +1

    I have purchase New flat in Mumbai and I want to sell old flat (purchase as investment). Corpus (approx 30 lac) of flat sell shall I invest in mutual fund or I have to use for home loan repayment of new home ? Pls advise

    • @kedarisgreat
      @kedarisgreat 3 місяці тому

      If you want to save tax then you must invest in real estate only

    • @amolsapkale2453
      @amolsapkale2453 3 місяці тому +1

      @@kedarisgreat Agree. But that is only applicable for profit I.e. LTCG. But principal amount can be invested

    • @csdwibedi
      @csdwibedi 3 місяці тому +2

      I would suggest - put principal in mutual fund and the profit into loan repayments.
      Remember home loan is one of the lowest interest loans, and your mutual fund return would beat the home loan interest rate you pay by good margin

  • @virendrapandey9735
    @virendrapandey9735 3 місяці тому +1

    Husband & Wife (Age 60 & 55 yrs). With one person's income , investing since year 2010.
    Due to lack of knowledge, accumulated around 20 Schemes. Now brought down to 14. Details (04 L cap, 04 Flexi Cap, 02 L & M Cap, 02 Tax saver, 01 Mid Cap & 01 Small Cap. Wanting to bring down to 6-7 schemes. All funds gave good returns so far. In order to bring down schemes, would it be better to redeem in spite of heavy LTCG taxes or slowly bring down funds every year and take advantage of 1.25 LTCG tax exemptions for both. Please reply

    • @madikerirahman3201
      @madikerirahman3201 3 місяці тому

      For those funds with exceptional returns do the 1.25 LTCG tax exemptions and the funds with mediocre returns, sell it outright and invest in the performing funds.

  • @aman26390
    @aman26390 3 місяці тому

    Wrong data

  • @peeyushnandan9666
    @peeyushnandan9666 3 місяці тому +2

    Ppl should invest in plots only 😂

  • @kishoregudipati1
    @kishoregudipati1 2 дні тому

    You are taking a corner case in real estate vs stock market. It all depends on the location, value of the society, etc. Same thing applies for stocks which have been laggards forever.
    You get 80% leverage in RE, while your stocks dont give you that for such a long time. If you are planning to invest in RE, you shouldn't try for quick money in 4 to 5 years. It should be for atleast 15 to 20 years.
    If you cant wait that long, dont go for RE. Although there are better RE instruments in market like REITs, bonds, RE stocks
    When you talk about discipline of SIPs in markets, why lose that discipline in RE and sell it before it completes a cycle.
    I am not supportive of only RE, bit both have pros and cons and investments are objective and time driven.
    I am invested in both and infact others instruments too and enjoying my strategy. + Returns

  • @parthamallick7936
    @parthamallick7936 3 місяці тому

    Obedient student like - true,... true,....true,...

  • @SanketPatil-v8y
    @SanketPatil-v8y 3 місяці тому

    dinbhar baithke wahi gyaan pelte hai har ek podcast me

  • @netke6177
    @netke6177 Місяць тому

    FLAT OWNERS IN COMA 😂😂

  • @kedarisgreat
    @kedarisgreat 3 місяці тому

    Sir
    So we should spend our whole life in rented houses ?
    What about the mental peace that one gets from owning a home?
    Comparison on tangible benefits is showing only one side of the story.
    What about the intangible benefits?

    • @pranavchandorkar2440
      @pranavchandorkar2440 3 місяці тому

      The discussion is about "investment" in real estate and not "consumption". So the discussion is relevant for your second, third, ... real estate and not your first home

    • @madikerirahman3201
      @madikerirahman3201 3 місяці тому

      It is always better to own a house for primary residency but not from investment point of view.

    • @keyurpatel1982
      @keyurpatel1982 3 місяці тому

      There is far more peace of mind when you see your equity mutual funds double every five years and your net worth grows by 1 crore every year. That is far more reassuring than having to pay rent or EMIs.

    • @kedarisgreat
      @kedarisgreat 3 місяці тому

      @@keyurpatel1982 Keyur bhai, there will be very less people like you who can do investing.
      Over that these UA-camrs are making people avoid buying their first home.
      There are many who dream of becoming rich with a 2000/- SIP.
      A home is needed if you want to get married, if you want show that you have achieved something in life.
      So people shouldn’t be discouraged to buy their first home by such comparisons. That’s all.

    • @shivamdixit4236
      @shivamdixit4236 3 місяці тому

      @@kedarisgreatthough I agree but real estate is now a shady business at large , there’s price hype that does not let consumer actually occupy a flat today , it’s all about hoarding and jacking the price up .
      A 2bhk in Noida expressway going for 1cr is just ludicrous for first time buyers !

  • @ankitjain1564
    @ankitjain1564 3 місяці тому

    2022 mein share market wale dubak ke baithe the… aaj 2024 mein market all time high pe hai to yeh uchal rahe… first home is not investment nor liability…equity ko chatoge jab land lord tumhe 11 mahine ke baad bhagane lage? You should make good selection and do research…yeh jarur hai ki real estate market brokers dominate karte hai … to you should do proper research otherwise paisa to kahi bhi doob jaata hai… stay from direct stocks rather go for MF