06.20.2023 - Investment Properties
Better Advice for clients who own Investment Property
Presented by Rich Arzaga, CFP,
In this webinar Rich Arzaga, CFP®, CCIM, a distinguished adjunct professor from UC Berkeley Personal Financial Planning and a financial advisor, explored investment real estate planning topics such as the appeal of rental properties to clients, methods for identifying critical data and planning triggers, applying the CFP® planning process to evaluate real estate, and a case study using an Excel workbook AND Emoney.
Also, here are some sites that may help real estate investors, to include one mentioned by the speaker (Rich).
For evaluating Cap Rates:
https://www.caprateindex.com/
https://
Real Estate experts Rich cited:
Correlation of real estate to stocks:
Attendees Comments:
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.
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.
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.