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PFP2335

Investing in Real Estate: An Overview for Asset Allocators Looking to Advise Your Clients on this Asset Class

Date
June 7, 2023
$4900
Standard Price
This product is also available as part of the following products:
Thumbnail for Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2023)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2023)
Thumbnail for AICPA & CIMA ENGAGE 2023
This includes sessions from AICPA & CIMA ENGAGE 2023:

Real estate is by some measures the largest asset class in the world, yet many advisors ignore it. Or, at best, have a small allocation to public REITs in their portfolios. Would you like to develop a better strategy for advising your clients on real estate? In this detailed yet engaging session, David Blain covers the range of options for investing in real estate, discussing the advantages and disadvantages of each. He finishes the presentation with a detailed overview of the specific technique and vehicle he uses in his practice to invest his clients in this relatively low-risk, uncorrelated, tax-efficient, and cash-generating asset class.

Learning Objectives

  • Analyze the use of real estate as an asset class for individual investors
  • Identify opportunities to offer real estate advisory services in your practice

Speaker

Speaker Image for David Blain
Chief Executive Officer, BlueSky Wealth Advisors, LLC

General

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