A few comments from listeners: It's interesting how much due diligence and analysis must go into evaluating investment real estate - very similar to individual securities analysis, which most planners avoid, preferring to index with ETFs or funds. Planners need to put on a analyst hat if they advise on real estate. - Kelli N.
I now have a source of information for clients with real estate investments - Avi C.
It's interesting how the ease of understanding real estate relative to other asset classes can influence client decision making around investment real estate. - Alec H.
My new ideas are all around how to approach discussing these topics with clients as a large portion invest directly in real estate and I am wanting to learn more to have an educated conversation regarding the topic. - Nathanael A.
The NOI model and factors to consider -- there were a number I had not thought of. And, the emphasis on the emotional aspects to clients of owning real estate. Good examples - Karen F.
Will utilize model to evaluate cash flow and cap rates for clients with rental properties to assist in evaluating profitability of asset. - James M.
Treat real estate investments as an income producing part of the portfolio and not something to sell. - Alexis B.
Users Comments:
It's interesting how much due diligence and analysis must go into evaluating investment real estate - very similar to individual securities analysis, which most planners avoid, preferring to index with ETFs or funds. Planners need to put on a analyst hat if they advise on real estate.
- Kelli N.
I now have a source of information for clients with real estate investments
- Avi C.
It's interesting how the ease of understanding real estate relative to other asset classes can influence client decision making around investment real estate.
- Alec H.
My new ideas are all around how to approach discussing these topics with clients as a large portion invest directly in real estate and I am wanting to learn more to have an educated conversation regarding the topic.
- Nathanael A.
The NOI model and factors to consider -- there were a number I had not thought of. And, the emphasis on the emotional aspects to clients of owning real estate. Good examples
- Karen F.
Will utilize model to evaluate cash flow and cap rates for clients with rental properties to assist in evaluating profitability of asset.
- James M.
Treat real estate investments as an income producing part of the portfolio and not something to sell.
- Alexis B.