How to Find a Financial Real Estate Advisor


Financial real estate advisors work with clients to help them invest in property, either as part of a diversified portfolio or through a standalone strategy. These advisers have a unique skillset and can provide valuable guidance to their clients. They may also help with 1031 exchanges and other advanced topics.

Real estate is a broad category of investments that includes everything from apartment buildings and shopping malls to single-family homes and plots of land. Investors use a variety of tools and strategies to analyze risk and return, purchase, finance and operate real estate, and manage property.1

A career in real estate finance is an excellent choice for financial professionals interested in the field of investment properties. This role can be lucrative and rewarding, but requires a high level of skill and experience. Professionals in this field must be comfortable working with the complex numbers that are associated with real estate. Also read

If you’re a real estate investor, you need to have a good relationship with your financial advisor to ensure that all of your assets are working together. In addition to analyzing your current finances, they should be aware of your real estate investment plan, and they should understand the potential tax implications. They can then recommend a plan that is designed to meet your long-term goals.

When searching for an RIA to guide your real estate investments, it’s important to find one who embraces the idea of real estate as an asset class and understands the nuances of owning and operating investment properties. It’s also helpful to have an RIA who works on a fee-only basis, rather than on commission. This way, they’re held to a fiduciary standard and have no incentive to sell you products that don’t fit your investing needs.

Ultimately, finding an RIA who is experienced in real estate investments can be challenging. But if you’re persistent, you may be able to find an advisor who fits your needs and will work with you to grow your wealth through real estate investment.

Real estate investors often choose to work with a financial planner who has a deep understanding of the complexities of the real estate market. During the interview process, ask an RIA about their real estate investment strategy and how they’ve worked with other property owners in the past. You should also ask them how they would handle a situation where you were considering a cash-out refinance.

Whether you’re looking for an advisor to help you find commercial or residential real estate investment opportunities, or if you need guidance on a 1031 exchange, you can search our directory to find an expert. Click a pin in the map view to see advisor profiles and reviews or select a grid view for additional filtering options. You can also connect with a qualified financial professional by scheduling an introductory call or appointment through the tool at the top of this page. Our advisors are all held to a fiduciary standard, meaning they must always act in their client’s best interests.


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