Skip to content
Investment Real Estate's Role in Client Wealth

Investment real estate is an important component of a relatively small, but often extremely wealthy, segment of advisory firm clientele. Just under one in five advisory clients, on average, owns investment real estate. Yet the estimated median value of a client’s investment property portfolio is $750,000, while the mean value — pulled higher by the 38% of clients who own more than $1 million in investment property — is $5.24 million.

Descriptor....

Featured Report

Real Estate Investing: Tapping the Untapped Demand for Advice

Access the complete report and gain more exclusive insights.