Recorded Wednesday, May 10th, 2023

As more individuals seek alternative investment vehicles and tax-advantaged strategies, wealth advisors can manage investment property wealth and incorporate curated portfolios of commercial real estate (CRE) investments as part of their long-term financial planning for clients.

In this webinar, we’ll cover:

  • The benefit of incorporating investment property wealth into your advisor practice  
  • How to start the conversation with your clients and what to look for 
  • Which scenarios may be appropriate for this type of strategy 
  • Portfolio construction, diversification and due diligence  
  • How our turn-key technology and services allow advisors to manage Investment property wealth similar to other asset classes 

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Drew Reynolds

Realized CIO

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