Financial advisers undervaluing real estate potential for clients
Real Estate - OCTOBER 24, 2023

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Financial advisers undervaluing real estate potential for clients

by Andrea Zander

About 62 percent of financial advisers surveyed see investment property wealth management as a key differentiator for their practice, according to research by Wealth Management IQ in collaboration with Realized, a leading provider of Investment Property Wealth Management

Relatedly, 58 percent of advisers currently advising clients on investment property said investment property has “definitely” been a good investment for their clients over the last 10 years.

However, despite the differentiation benefits for advisers, the diversification benefits for clients and the overall value-add of real estate investment for retirement, the majority of financial advisers are not managing investment property wealth for their clients.

The advisers surveyed believe a variety of factors are either “critical” or “very important” factors when investing in commercial real estate, including portfolio diversification (66 percent), asset value growth (64 percent) and tax a

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