top of page

Print & Digital Media

A Sunny Outlook on Real Estate

Expert Explains Why Current Trends Support Ground-Up, Multifamily Properties In Certain Sun Belt Areas And How Advisors Should Approach Clients’ Real Estate Investments

As advisors know, the concept that investments vary significantly is fundamental to the math of portfolio theory. Markets do not move as a monolith, and each investment must be analyzed distinctly. The same truth prevails in real estate, where the old saw says, “All real estate is local.”

Each local real estate market, building and plot of land must be evaluated on its own terms, accounting for condition, local zoning laws, access to services, metro trends and more. No advisor can simply invest a client “in real estate” any more than they can “in stocks,” so we spoke to a real estate expert about current trends and markets...

To view this article, please click here - Wealth Solutions Report


bottom of page