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Personal Investments • Rent and invest or buy? We have $250k to put down

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Hello,

I live in SoCal and am trying hard to find out if I should rent or buy given our current financial situation. Here are my inputs:

DH Income: $120k (just assuming my base salary and not commissions to be conservative)

DW Income: $116k (She wants to stop working once we have kids in 2-3 ish years)

Joint Brokerage: $130k

DH Roth IRA: $35k

DW Roth IRA: $11k

DH 401k: $105k

DW 401k: $45k

Joint Savings: $120k ($100k of which we would use for a down payment)

Down Payment Gift: $150k (He has also said we can choose to invest this if we wish, he just wants to gift to each child)

We are currently living rent free in the in-laws vacation home, taking care of step-grandmother. Once she passes, the in-laws have said they would like us to pay $3k in rent which essentially covers their expenses on the home.

So here is each option:

1.) We buy in Houston. Down payment I'd like put down is $250k to put down for a $350k place (at most) so I can have a low low mortgage. Like mentioned, I don't want to count commissions because that is a variable pay and hard to pin down consistently.

2.) We rent for cheap somewhere, I'm gonna say $2-2500k a month. Then we invest the $150k and a decent amount of our case over a few months.

Would the equity in the house be worth more in 10 years or would our investments assuming we dumped them in the brokerage account? What is the math on this?

What should we do to be financially better off?

Thank you!

Statistics: Posted by learning30 — Fri Aug 02, 2024 7:45 pm — Replies 17 — Views 942



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