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Concurrent Session Onsite and Online

PFP2335. Investing in Real Estate: An Overview for Asset Allocators Looking to Advise Your Clients on this Asset Class

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
CPE Credits
NASBA Field of Study
Specialized Knowledge
3-4 years in the Profession
Advanced Preparation
Session Tags