Rob’s Recent Posts
Realized recently attended the InvestmentNews Retirement Income Summit and had the opportunity to sit down with Mary Beth Franklin for a fireside chat during the event. We shared our insights on using real estate as an asset class while planning for retirement and ways advisors can help their clients create income-producing strategies using their existing real estate holdings. Here’s some of what we covered.
This article was written by Realized Head of Wealth Management Rob Johnson and originally appeared on Forbes.com. You can find the full article here.
Developing unique value propositions can be difficult for financial advisors. Most advisors promise clients the same benefits, which can make it hard for advisors to showcase their value to investors and stand out in a crowded field.1
This article was written by Realized Head of Wealth Management Rob Johnson and originally appeared on LifeHealth.com. You can find the full article here.
As a wealth manager, you have a high degree of responsibility in helping your clients manage their financial affairs. Your services typically go beyond investment advice and include estate and trust planning, philanthropy, tax management, and ancillary financial and legal matters. Often, your role includes coordinating the services of other client team members, including accountants.
For many, real estate ownership can be an effective investment strategy. Real estate doesn’t typically correlate with the market and can provide a hedge against inflation. As such, real assets could help balance portfolios, while providing ongoing cash flow.
As is often the case with marquee legislation, the Inflation Reduction Act of 2022 has a subject title designed for appeal rather than accuracy. In this case, there is some question about the degree (and direction) of the new law's ability to affect inflation. However, there is no question that it will significantly affect several areas of the U.S. economy. Secondary to the potential impact on inflation, the legislation may increase the ability of the IRS to perform audits. In that scenario, will taxpayers reporting 1031 exchange transactions be targeted? It’s a good question to consider, especially since the tactic has recently been deemed at risk of modification or elimination in past election cycles.
This article was written by Realized Head of Wealth Management Rob Johnson and originally appeared on Forbes. You can find the full article here.
Realized recently joined the Opportunity Zones podcast for a panel on Opportunity Zone (OZ) investment strategies. The panel discussed a variety of ways that investors can seek to maximize the tax efficiency of their investments. They also compared Opportunity Zones and Delaware Statutory Trusts (DSTs) in terms of benefits and challenges for investors. Here are some of the key takeaways from this panel.
Realized was recently featured on the Multi-family Investor Podcast while attending the ADISA Spring Conference. In this conversation, we discussed the potential benefits that 1031 Exchanges and Delaware Statutory Trusts (DSTs) may have for investors. Here are some of the key takeaways from this conversation.