Investment Property Wealth Management

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Bridging The Gap Between Real Estate Ownership And Wealth Management

Bridging The Gap Between Real Estate Ownership And Wealth Management

Real estate assets are alternative investments that are considered, by many, to potentially offer low-risk/high return cash flow, as well as portfolio diversification. For the average investor, real estate assets are typically found in the former of direct property ownership. The direct ownership style — buying and owning a stake in physical real estate, such as an apartment, office or retail property —is generally considered a stable investment, designed to provide regular cash flow and built-in asset appreciation.

May 26, 2020

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Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.

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