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From Debt to Wealth: The Benefits of Investing in Real Estate

Written by Elise Knaack | Mar 3, 2022 9:00:00 PM

The road to financial independence is rarely easy, especially when you’re buried in debt. For many new investors, the biggest question is how to even begin when the odds feel stacked against you.

That was the reality for Ali and Josh, better known as The FI Couple, who started their journey in 2017 with over $100,000 in student loan debt and limited income.

Fast forward a few years, and they’ve built a growing rental portfolio through real estate investing for beginners, specifically using a strategy called house hacking.

Today, they help others understand that you don’t need a six-figure salary or family wealth to get started. Their story shows that with the right mindset, simple strategies, and persistence, anyone can begin building wealth through real estate and enjoy the benefits of investing long term.

Facing the Reality of Debt

When Ali and Josh first sat down to assess their finances, the numbers weren’t encouraging.

  • Ali worked as a school social worker, making $45,000 per year.
  • Josh had recently been fired and was driving for Uber.
  • Together, they were planning a wedding while sitting under a mountain of student loans.

Like many people starting, they realized their salaries alone would not be enough to pay down debt, save for the future, and enjoy life at the same time. Something had to change.

Ali recalls the pressure they felt: “We were planning our future while drowning in debt. We knew our jobs wouldn’t be enough to turn things around.”

Finding a Way Forward With House Hacking

Everything shifted when they discovered house hacking after reading Set for Life by Scott Trench. The concept was simple: live in one part of a property while renting out the rest to reduce living expenses.

Josh explained, “We were paying over $1,300 a month in rent for a one-bedroom luxury apartment. With our first house hack, our mortgage was about $1,386, but a tenant was covering more than half of that.”

For beginners, house hacking works because it combines the benefits of owning property with the cash flow of renting. Here’s how it typically looks:

  1. Buy a property using a low down payment loan (3.5%–5%).
  2. Move into one unit or bedroom.
  3. Rent out the remaining space to cover part or all of the mortgage.
  4. Build equity, benefit from appreciation, and reduce living expenses all at once.

Instead of paying rent and watching money disappear, you turn your housing into an investment that pays you back. This is one of the biggest benefits of investing: your money starts working for you instead of the other way around.

Overcoming Fear and Self-Doubt

Getting started wasn’t easy. Friends and family weren’t exactly supportive.

“Everyone around us was saying this was a horrible idea,” Ali remembered. “We’re social workers, we’re not handy, we don’t come from money, and we don’t come from real estate.”

Even more difficult were their own doubts. Ali worried constantly about worst-case scenarios:

  • What if something breaks?
  • What if a tenant sues us?
  • What if we’re ruining our lives?

Josh, on the other hand, got lost in the numbers and worried about every small detail.

Despite the doubts, they made the leap.

Ali said, “We told ourselves we don’t really have a choice. We’re not in a good situation. This is it, and we’re going to take a risk on ourselves.”

Finding That First Deal

Their search for the first property was tough. After losing out on about ten deals, they nearly gave up. Then, at the end of 2018, they found an off-market duplex through persistent networking.

Their success came not from competing on price, but from building relationships. The sellers connected with their story and wanted the property to go to someone who would value it.

The FI Couple recommends a few beginner-friendly strategies for finding that first deal:

  • Work with an investor-savvy real estate agent who understands rental property analysis.
  • Attend local real estate meetups to network with experienced investors.
  • Drive for dollars by exploring neighborhoods and looking for vacant or distressed homes.
  • Focus on relationships, not just transactions.

Their second house hack even came from a couple who had been house hacking themselves for years and wanted to pass the property to like-minded buyers.

What Makes a Good Deal?

Numbers matter in real estate investing for beginners, but Ali and Josh stress that you also need to look beyond spreadsheets.

For them, a strong deal usually includes:

  • A property that more than covers expenses once they move out.
  • A good price-to-rent ratio in their high-tax New York market.
  • A cash-on-cash return 
  • Leaving the closing table

But they also weigh qualitative factors. Neighborhood safety, tenant quality, and whether the property aligns with their lifestyle all matter.

Ali put it best: “This investment can look good on paper, but does it fit with who you are as a person and the business model you want to build?”

From Debt Payoff to Financial Independence

What started as a way to pay off debt turned into a bigger vision. Once the student loans became manageable, they shifted focus toward financial independence.

Ali explained, “Once we started to remove the burden of the debt, we were able to think about the bigger picture. What do we want the next two, four, six, ten years to look like? It all pointed to more time with people we love and more time doing the things we love.”

They calculated how many rental units and investments they would need to make work optional. On their current path, they could reach financial independence in their 30s.

Their journey proves that real estate investing for beginners is possible even with limited income and heavy debt. If you’re willing to take risks, keep learning, and stay consistent.

Along the way, they discovered the many benefits of investing, including cash flow, appreciation, tax advantages, and most importantly, freedom of choice.

Key Takeaways for Beginners

  • Start with house hacking. It’s a simple, proven way to reduce expenses and begin investing.
  • Network consistently. Deals often come through relationships, not just listings.
  • Balance numbers with lifestyle. A good deal fits your personal and financial goals.
  • Think long term. Paying off debt is the first step, but financial independence requires a bigger vision.
  • Remember the benefits of investing. From building equity to creating passive income, investing creates options and long-term financial security.

Frequently Asked Questions

Q: What is house hacking, and why is it ideal for beginners?

House hacking means buying a property with a small down payment, living in one part, and renting out the rest. It reduces your housing costs while helping you build equity and gain experience as a landlord. It’s one of the easiest ways to start enjoying the benefits of investing right away.

Q: How did The FI Couple find their first property?

They focused on networking and building relationships. After missing out on multiple MLS deals, they shifted to off-market properties through local meetups and personal connections.

Q: What metrics should new investors analyze when evaluating deals?

Focus on the price-to-rent ratio and also consider neighborhood quality, tenant pool, and whether the property fits your long-term goals.

Q: Can someone with debt and a modest income really start investing in real estate?

Yes. The FI Couple is proof. By house hacking and being strategic, they turned a six-figure student loan burden into a growing rental portfolio and a path toward financial independence.

Along the way, they gained the benefits of investing, including long-term wealth growth and more control over their financial future.