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FinanceJoel Larsgaard & Matt Altmix

Rent and Invest the Difference

Buying a home isn't the best way to build wealth — renting and investing the gap often wins.

Difficulty
Moderate
Time to result
~ongoing to results
Steps
3
Confidence
80%

Larsgaard pushes back on the 'cult of homeownership,' arguing that buying a home is not the best way to grow wealth — you buy for lifestyle reasons, and you rent for lifestyle reasons. Because of high home prices and interest rates, the numbers currently favor renters more than they have in a long time. The winning move for a renter is to invest the difference between what they pay in rent and what the equivalent mortgage would cost. The apparent wealth of homeowners is correlation, not causation: they build equity because the bank forces the payment, whereas nobody forces you to invest. If you'll move within 5 years, transaction costs make buying a poor choice.

Origin

As small-time landlords and real-estate investors themselves, the hosts developed a clear-eyed view that homeownership is oversold as a wealth-builder, and that the forced-savings dynamic — not superior returns — explains why homeowners tend to be wealthier.

Core principles

  • 01Home ownership correlates with wealth but doesn't cause it.
  • 02Buy a home for lifestyle reasons, not as your best investment.
  • 03Transaction costs demand a 5-plus-year horizon.
  • 04Renters win by investing the difference between rent and a mortgage.

How to run it

  1. 1

    Check your time horizon

    Only consider buying if you're confident you'll stay in the same place for at least 3, ideally 5-plus years.

    Pro tip If you might be in San Francisco or Berlin in two years, rent — transaction costs will eat you.

  2. 2

    Run the real numbers

    Compare the true monthly cost of a mortgage (with today's higher prices and rates) against the going rent, which is softening in much of the country.

    Watch out Don't assume recent real-estate price spikes will continue; predictions point to flattening.

  3. 3

    Invest the difference

    If renting costs less, invest the monthly gap you'd otherwise have paid on a mortgage — that's how a renter builds wealth.

    Pro tip Automate the investment so the forced-savings advantage of a mortgage is replicated for renters.

In the wild

The forced-savings insight

The hosts note most Americans hold their wealth in their home only because the bank will foreclose if they don't pay, while nobody forces retirement-account contributions.

A disciplined renter who invests the difference can build equivalent or greater wealth with more flexibility.

Common mistakes

Confusing correlation with causation

Assuming homeowners are wealthy because a house is a great investment ignores that the mortgage simply forces savings the owner wouldn't otherwise do.

Is it for you?

Best for

Mobile people unsure where they'll live in a few years.

Not ideal for

People rooted in one place who value ownership stability.

From the transcript

the truth is buying a home is not the best way to grow wealth buying a home you do it for other reasons

Joel Larsgaard · 74:00

the way renters can come out ahead is if you're renting and paying a lot less than you would have been for that mortgage investing…

Joel Larsgaard · 75:00

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