---
title: Incorporating Investment Property Wealth into Your Advisor Practice
description: 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. 
---

[Realized Webinars ](https://www.realized1031.com/webinars)

# [Incorporating Investment Property Wealth into Your Advisor Practice](https://www.realized1031.com/webinars/incorporating-investment-property-wealth-into-your-advisor-practice)

 Written by [The Realized Team](https://www.realized1031.com/webinars/author/the-realized-team) | May 1, 2023

## 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 

[View full post](https://www.realized1031.com/webinars/incorporating-investment-property-wealth-into-your-advisor-practice)

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