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Are You Having These Three Conversations About Real Estate With Your Advisory Clients?

Financial advisors rarely discuss the potential benefits of investing in real estate with their clients. The reason is twofold: outside of investing in publicly traded real estate investment trusts, real estate isn’t usually taught as part of the finance curriculum for registered investment advisors or certified financial planners; and financial professionals don’t have a compensation structure in place for clients who want to move money into commercial or residential real estate.
Ways to Help Your Clients Cash Out of Their Real Estate Investments

Property owners who are ready to cash out of their real estate investments have multiple options available to them, but each of those options comes with different tax implications.
5 Benefits of Including Real Estate in Client Investment Portfolios

Although the pandemic that shut down America back in 2020 is more or less in the rearview, its lingering effects continue to cast a long shadow across the national economy.
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.
Is Real Estate an Alternative Investment?

Once primarily associated with owning a family home, real estate has evolved into a significant investment class, attracting the attention of individuals seeking diversification in their portfolios. As investors seek to expand their financial horizons, the question comes up: is real estate an alternative investment?
What Is SFH in Real Estate?

In the realm of real estate, the term 'SFH' is an abbreviation for Single-Family Home. A Single-Family Home is a standalone house designed, usually constructed to house only one family, differing from multi-family homes or apartment buildings.
How to List a Rental Property for Sale

Rental property is often an attractive investment. Whether you are a hands-on, do-it-yourself owner with a handful of properties or prefer to outsource the details to a property manager, owning rental homes can be a great experience. Still, you may decide to sell a rental unit for several reasons. You might be ready to cash out the appreciation, move into a different property type, or even transition to passive income options. No matter what motivates the sale, you want to maximize the gain and minimize the pain when you decide to sell.
Are REITs Considered Defensive Investments?

REITs (real estate investment trusts) come in all shapes and sizes. To ask if they are defensive is to ask a simple question that has a complex answer. However, we’ll break down this question and try to arrive at a simple conclusion.
What Are Income Replacement Strategies To Use When Your Clients Are Exit Planning?

Business owners ready to sell their business can often see a windfall of money. For some, this windfall might be plenty to live on during retirement. But others may want or need to find other income-generating strategies to replace their business income. In this article, we’ll review a few income replacement strategies for exit planning.
What Should You Do When Your Client Wants to Retire from Real Estate?

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.
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