Case Study: Paying Cash vs Financing a Home

When clients think about paying cash for a home, for them, it feels like a smart move - but the numbers often tell a different story.

When clients think about paying cash for a home, for them, it feels like a smart move - but the numbers often tell a different story.

In this video, I walk through a case study comparing two paths for purchasing an $800,000 home.

  • Path #1: Paying 100% cash
  • Path #2: Financing 50% and investing the rest

Spoiler: The difference in net worth over 15 years? Approximately $100,000.

Watch this Case Study to see both paths play out:

This kind of modeling helps clients understand opportunity cost, compounding interest, and the real math behind their decision. Click here to see the model I used in this case study. 

Need a custom model like this for one of your clients? Email me at Leo@Anzoleaga.com and I’ll send you the info to share with them.

Join Mortgage Under Management

Sign up to receive case studies like this in your inbox each week, along with other tools and resources to better manage the liabilities side of your clients' balance sheets.

By subscribing you agree to our Privacy Policy.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Read More Case Studies

Case Study: After Debt Consolidation - Launch Your Client’s Reinvestment Strategy

Recovering money through debt consolidation is great — but what you guide your clients to do next makes all the difference.

Case Study: Paying Cash vs Financing a Home

When clients think about paying cash for a home, for them, it feels like a smart move - but the numbers often tell a different story.

Energy Efficient Home Credit

Eligible U.S. homeowners and builders can claim the Energy Efficient Home Credit on their annual taxes. Learn about the program details in this article.

Increase your Mortgage Under Management

Join our program and begin enhancing the way you advise clients on their mortgages and more today.

Thank you! We look forward to partnering with you.
Oops! Something went wrong. Please try again later.