How Can I Help My Clients Build Real Passive Estate Portfolios?

There are many different ways your clients can potentially benefit from including commercial real estate in their investment portfolios.

May 19, 2023

From Managing Tenants to Managing Wealth: Helping Clients 'Retire' from Active to Passive Real Estate Investing

Realized co-founder and CEO David Wieland wrote this article on the potential opportunity for wealth advisors to assist their clients with tactics for successfully transitioning from direct real estate ownership to passive real estate investments. You can read the full article at

May 15, 2023

What are Strategies for Business Exit Planning When the Business Owns Real Estate?

Growing a business typically takes a ton of time, energy, and equity. Regardless of where your clients are in the growth cycle of their enterprises, it’s important they have well-defined exit strategies in place. These strategies can be used as a roadmap to help guide them through crucial business decisions, as well as provide an end-goal target for all of their efforts.

May 10, 2023

Helping Clients Use Investment Property for Retirement, Income Diversification

David Wieland, CEO and co-founder of Realized, recently provided Family Wealth Report with his perspective on diversification strategies, with a focus on baby boomers with significant real estate holdings. Read the complete article using the link above or review this recap.

May 8, 2023

What are Private Real Estate Funds?

Investors can choose among various options to own real estate. One common choice is direct investment, which involves buying and managing property. Some investors prefer this approach as a means to pursue both income and potential appreciation. However, direct investing does have limits, particularly resource limits. One option for investors who prefer to pursue larger properties is to participate in a private real estate fund. Private real estate funds raise capital from investors, identify, acquire, finance, manage investments, and share income.

May 5, 2023

What is an Adjustable Rate Mortgage and How Does it Work?

Mortgage rates for both personal residential use and investment purchases are volatile and can significantly impact the cost of your purchase. When interest rates are low, buyers can afford to buy a more expensive house, and when rates rise, the housing market often experiences lower activity. For lenders, rising interest rates can affect their bottom line if customers have mortgages locked in for thirty years at a lower rate than the institution needs to pay to borrow money.

May 2, 2023

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