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