Shares vs. Property? #property #share

Everyone talks about property. But what does the data actually say?

If you look at long-term historical returns across asset classes, shares have generally outperformed property. Vanguard releases an index chart each year showing how $10,000 invested 30 years ago would’ve performed across different assets.

On average:
• Cash ≈ 3–4% p.a.
• Australian property ≈ 6–8% p.a.
• Australian shares ≈ ~9% p.a.
• US shares ≈ ~10–11% p.a.

Property is still solid. It’s tangible. You can see it, touch it, leverage it.

But if your goal is purely long-term growth and the biggest number at the end, historically the share market has delivered higher returns on average.

It really comes down to your goals, risk tolerance and what helps you sleep at night.

General advice only.
Amy Lehmann is an Authorised Representative (No. 1292710) of Consortium Private Wealth Pty Ltd (AFS Licence 495401).
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Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.