Category: Reports

How HEIs present an innovative route to the residential real estate market

For investors, HEIs have created a groundbreaking way to participate in an emerging asset class that promises portfolio diversification, downside protection, and enhanced, risk-adjusted returns. For house-rich, cash-poor homeowners, traditional home financing and equity options are less than ideal, requiring them to take on debt. Home equity investments allow them to receive the cash they need to pay for life expenses, typically debt-free. It’s a win win.

In A Guide to Home Equity Investments, you’ll learn how HEIs:

• Can provide investors with direct exposure to a multi-trillion-dollar pool of equity in a scalable manner
• Help investors take advantage of near-term uncertainty in the housing market to create a positive, long-term investment opportunity
• Support mission-driven businesses that help homeowners enhance their financial health and standing

Home values — and equity — recently reached an all-time high, but many are still struggling to handle day-to-day expenses and mortgage payments. We surveyed 1,000 U.S. homeowners to learn more about how they handle the rising costs of homeownership amid the COVID-19 pandemic, view their home equity, and prioritize their financial goals.

Read the report to learn:

• How homeowners’ finances have been negatively impacted by the pandemic
• Why homeowners are divided when it comes to leveraging their home equity
• What financial goals are most important to homeowners today

A look inside the house-rich, cash-poor phenomenon. 

It’s become clear that homeowners are struggling to achieve financial goals beyond their mortgages. We surveyed nearly 700 homeowners nationwide to understand what’s causing this financial rift and why traditional finance solutions aren’t sufficient. Read the report to learn what the top causes of financial stress are today and why.