Building, buying or refinancing a home — whether a lakeside retreat or a residence in the city — requires careful planning. The same holds true when you make residential investments for their income and appreciation potential. Decisions like these aren't made in isolation: A large real estate transaction can affect other aspects of your total financial picture, particularly if you plan to sell securities or other assets to cover the down payment. But what is the optimal scenario? Perhaps it's more advantageous to keep your investment strategy on track, eliminate the need for a down payment or build other tangible benefits into your home financing. What's right for you probably goes well beyond finding an attractive rate. A conversation with a UBS Mortgage Banker can help you explore a world of possibilities — from securities-backed loans to traditional mortgages — and propose a home-financing solution designed to complement your overall wealth management plan. | 
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