Premier Homes Private Wealth Group’s Fixed Income Real Estate Annuities

Mary is diligent about saving for her future. But she also knows that it's just as important to invest wisely as it is to save. She's heard that investing in real estate can be profitable, but she's not sure how to do it. She also knows that most investors average just 7% a year when they are diversified. The 30 year average rate of return from having her money diversified in stocks, bonds, and mutual funds in the S&P 500 is just above 10%. Being diversified is important to Mary and to us at Premier Homes. We don’t believe anyone should have all their financial eggs in one investment basket.

Real estate includes land, houses, and other buildings. Often, investors buy real estate and then rent it to others, bringing in money each month. But that can require a large lump sum of money to invest in.

To help Mary out, let's take a look at another way to invest in real estate, a real estate annuity, including how it works

How They Work

Let's say that Mary has a specific amount of money, perhaps money that is just sitting in a 401(k) earning from what many retirement planners will tell you is between 5% to 8% on average. Mary wants to invest in real estate.

The Premier Homes Fixed Income Real Estate Annuity is a special account that invests in purchasing, remodeling and selling residential homes in Southern California. We provide our client-investors a safe way to earn these high yields by giving them a second lien position—so they become mortgage holders which provides much greater stability then the market volatility of stocks, bonds and mutual funds.