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A Look At Investment Styles For Different Generations of Investors in Orange County

As a Orange County investor, it is important you understand how to work with all kinds of buyers and sellers. In our latest post, we will examine investment styles for different generations of investors in Orange County and ways you can work with them!

As generations move through time, it’s no surprise that there are different approaches taken when it comes to investments and real estate. Life experience changes rapidly from one generation to the next, and these life experiences have profound effects on the ways people handle their money. When you understand the motives and motivations for investment decisions, you will better be able to work with all buyers and sellers no matter their age or generation. Below, we have broken out the different generations, with basic information on investment styles. Of course, this information is very generic. True investment style varies person to person.

The Silent Generation

The Silent Generation consists of those born between 1928-1945. They are more likely to find what works for their money and keep it there. They don’t diversify much but know a good deal when they see it. They don’t like a lot of fluff and would rather be presented with the facts above all else.

Baby Boomers

Baby Boomers were born between the mid-1940’s and the mid-1960’s. Many have hit retirement age, which means they are collecting social security and possibly a pension. They are open to diversification but tend to have a larger focus on stocks as compared to other generations. Real estate is an excellent choice for Baby Boomers who want to put their money into a tangible investment with strong returns. Baby Boomers will likely work with an advisor or financial planner.

Generation X

Gen X’ers were born between the mid to late 1960’s to the early 1980’s. Of course, these numbers change depending on who you ask. Members of the Gen X club are currently raising families and thinking about college funds. They get less press than the generations before and after them, however, they are the ones currently in the position to make big investment moves. They are taking over top positions within companies as Baby Boomers leave the workforce, and many will see inheritance money from family members. As a Gen X’er, it is smart to diversify in both the stock market and real estate investments.


Born between the early 1980’s and the mid to late 1990’s. As investors, millennials are more likely to seek instant gratification as opposed to waiting for the long-term. They are more likely to use apps and online sources to make their investments. They love to learn, but take a less-personalized approach as compared to generations before them. Millennials love to add real estate to their portfolios and are changing the way properties are purchased and used. Many millennials have been hit hard by student and other debts, so when they have some cash on hand they tend to hold it close. As witness to the recession of the early 2000’s, millennials might be a bit more cautious when it comes to their investment habits.

All investments come with risk. No matter what generation you are in, or who you are working with, it is always best to consult a financial planner or advisor for your big investment decisions. At H&M Realty Group, we would love to help you buy or sell real estate in Orange County! As investors ourselves, we are here to help however we can!

Are you ready to buy or sell Orange County investment property? We can help! Send us a message or give us a call today! 949-625-4533


Broker/Realtor/Investor/Mentor (41 years experience) Specialties: Buyer's Agent, Listing Agent, Foreclosure, Short-Sale, Property Management, Landlord I'm a Full Time Real Estate Professional, house flipper and mentor to many of my clients. I am here to help you get top dollar for your home or get you the best price for a home that you are going to live in. I have over 40 years of real estate experience for you to draw on and actively list and sell over 20 homes a year. I have sold over 600+ homes in the last ten years alone. I am a very skillful negotiator and will work diligently to help you realize the best possible price when buying or selling your home. With my Exclusive Home Acquisition & Sales System, I can find the Right Home for You! I have access to homes no other Realtor will show you. I can show you how to save an average of $10,000.00 on the purchase price. We will find a home that fits your needs, in a neighborhood that suits your style. If you are selling your home then I can bring all the professionals to you. I always include professional photos in ALL my listings. I have contractors standing by to assist with those upgrades if needed. I can also quickly get you ALL CASH offers for your home if you desire. My marketing surpasses all other agents. It begins with extensive internet advertising to hundreds of websites throughout the world. I do direct mail marketing for you home and also knock on doors in your neighborhood when I am holding an open house. I hold you home open to expose it to as many buyers as possible. My Exclusive program is designed to sell your home for Top Dollar in Any market. I am an experienced flipper here in Orange County and therefore can offer you my over 40 years of real estate experience. The information is available to you at no charge! If you like what you see, please call me and setup Your Free Consultation.

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