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Real Estate Investing: Tapping the Untapped Demand for Advice

DATE:
Thursday
October 26, 2023

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
60min

Investment real estate is an asset class with a time-tested record of building wealth, yet one that many financial advisors have integrated only partially into their practices. To find out about advisors’ attitudes toward and experience with real estate investment, Wealth Management IQ in partnership with Realized Financial recently conducted an in-depth survey of advisors.

This webinar will present the highlights of the latest research, discuss its implications and offer insights into what advisors may need in order to make informed recommendations to clients about real estate and how advisors can maximize the asset class for their clients and their practices.

Specifically, the webinar will cover:

The scope of the opportunity: how many clients own investment property?
The appropriate allocation to commercial real estate
The kinds of advice and investments clients are seeking
How to best access real estate investment opportunities
Where advisors can turn for support

EARN CE CREDIT

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Featured Speakers

David Bodamer - Host

Executive Director of Content & User Engagement

Wealth Management Real Estate

Kristin Letourneau, PhD

Vice President, Research

Informa Engage

Drew Reynolds

Chief Investment Officer

Realized

Not able to attend the live event?

Archived versions of webinars from WealthManagement.com are available

for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.

SPONSORED BY

POWERED BY

WealthManagement.com Real Estate

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