Skip to content

All of our locations will be closed on Friday, July 4, in celebration of Independence Day. 

Attend a free seminar to learn the tools of a proper estate plan so you can choose the right path for you and your loved ones.

Get Started 863-222-7005

Chart of the Day: Real Estate Over Five Year Spans

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Jul 25, 2024
Blue map of the united states showing return on investment of homes

Contents

Today’s Chart of the Day from ResiClub shows the average 5-year home price return has averaged 26% per state since 1975. This works out to an average of 5.2% a year. The highest at 34% was in California and the lowest at 14% in Oklahoma, with Florida being in the middle at 29%.

Overall, these are solid returns from a generally stable and physical investment we get to use (and often live in); however, it is still short of the 6.5% annual return from bonds and 12% from the stock market over the same time period.
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

Previous
Chart of the Day: Imbalance of Rent vs. Buy
Next
Chart of the Day: Hurricanes and the Equator

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.