The Gap In Wealth Management? Investment Properties.
Realized’s goal is to help manage investment property wealth with the same discipline as stocks, bonds, or other traditional asset classes. This management gap could hurt after-tax returns and could create unnecessary risk of losses. Why?The Wealth Management Gap
Costs associated with a real estate transaction may impact investor’s returns and may outweigh the tax benefits. All real estate investments have the potential to lose value during the life of the investment.