Forward-thinking advisory firms are devoting resources now to attract more clients and win top talent.
Holding real estate in a portfolio doesn’t always mean a client has to own it directly. Trading one form of ownership for another can become an even more efficient and effective move when it’s executed along with a 1031 exchange.
Practices reported significant gains during 2021. But as markets become more volatile, they’ll need to adapt in order to keep growing. Learn where they should focus their efforts—and capital.
Exploring the decision to sell with the intent to purchase a different property should include a look at this strategy—in the context of a client’s whole financial portfolio.
Where can financial professionals look for strategies to support their clients in a changed market? The versatility of an approach you thought you knew offers a surprising answer.
Learn about a strategy for deferring taxes—and even changing ownership structures—as your clients move from one real estate investment to another.
Direct real estate investment can a be a income source, but there are risks for your clients to consider.
As responsible investing continues to increase in popularity, focusing on specific E, S and G elements rather than ESG as a category may allow advisors to better serve clients.
Too many advisers skip over investment property, missing the potential to create a stronger financial plan and ignoring a potential retirement income source.
With rates well below historical norms, finding income remains a key challenge for advisors. Here’s why non-commissioned annuities may be the solution.
