If you have taken out margin loans (against a large ETF account or singular stock) for the purpose of investing in real estate, how has it worked out for you? My CPA has told me he has several wealthy clients do this to avoid capital gains tax on stock sales while simply paying off the interest every year (also writing off the interest as a business expense). Essentially a “buy borrow die” where only interest is being continuously paid.
Would love to hear if there are any hurdles or unknowns to this outside of the risk of margin calls. Much appreciated.