Investment real estate has a proven track record of building wealth, yet many financial advisors have only partially integrated it into their practices. To explore advisors’ attitudes and experiences with this asset class, Wealth Management IQ, in partnership with Realized Financial, conducted an extensive survey.

This report will showcase the key findings of the research, discuss its implications, and provide insights into what advisors may need to make more informed real estate investment recommendations. It will also highlight strategies to help advisors maximize the benefits of this asset class for their clients and their practices.