Tips and Techniques for Helping Fee-Only Planners Evaluate Rental Property for Clients

11:00 AM - 12:00 PM

How do you respond when clients ask if they should invest in real estate? Attend this program to learn about the advantages and disadvantages of investing in rental properties, and how to determine if the client’s current situation or proposed deal makes sense from a business and financial planning perspective, as well as how, and if, it fits into their asset mix.  The session includes a discussion of the perception that real estate is currently overpriced.

Learning Objectives:

  • Learn how to quantify whether a particular rental situation is poor, acceptable, or excellent for a client.
  • Understand the tax benefits and pitfalls of investing in real estate.
  • Learn the estate planning benefits of real estate investments.
Watch for all the details coming on NAPFA 2022 Events