Don’t Ignore Real Estate Investment Preferences

Phil Ayres, of REPSE, writes on, that:

Demonstrating knowledge of the key real estate specific terms can help an advisor build a rapport with a real estate savvy investor. Going further and being able to proactively identify private real estate investment opportunities that align with an investor can be a huge value-add to the client relationship, even if an advisor can’t directly help with the investments. But sifting through the mass of private deals that are out there can require significant legwork. Understanding clients’ real estate investment preferences is a good start.


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Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.