An Investor’s Perspective – What We Need to Know
Many retail investors have amassed real estate portfolios through decades of determination and hard work. These assets are a financial blessing and a management challenge. As investors reach retirement, they are often overwhelmed with the responsibility of managing their own properties. Broker-dealers and advisors provide critical advice and exchange opportunities to preserve potential tax advantages, among other important considerations and benefits.
The syndicated DST/1031 market allows investors to exchange out of direct owned investments into multiple-owner institutionally managed, investment grade commercial real estate, previously accessible only to institutional investors.
As 2020 unfolded, advisors proactively responded to the concerns and needs of their investors through ongoing engagement and advocacy. A panel of elite broker-dealer and advisory professionals share direct insights and challenges as they help their clients navigate what continues to be one of the most challenging times in recent history.
- Volatility across all sectors of commercial real estate poses challenges with identifying the most suitable investment opportunity. What clarity is needed to assist the financial professional to help them gain comfort around the investments they represent?
- What challenges has the financial community faced in communicating and managing investor expectations during these uncertain times?
- How are broker-dealers and advisors navigating the evolving market conditions and how can industry partners support their efforts?