real estate

Investing in private real estate funds can offer broader diversification to your stock and bond portfolio while providing access to non-correlated investments that have income and capital appreciation potential as well as tax advantages.

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private real estate investing

benefits of real estate funds

  • Broader diversification

  • Access to non-correlated investments

  • Income potential

  • Capital Appreciation

  • Tax Advantages

private real estate options

Advice on Self management 

We can offer advice and help guide you on real estate investing. Sharon Brewer, one of our Financial Advisors is our resident expert on real estate as she personally owns and manages 25 rental properties. Investing in real estate allows you to create multiple streams of income and diversify your income. You can choose to invest in either commercial real estate or residential, short-term or long-term leases, etc. To learn more check out our recent blog from our Women of Wealth series titled, “Real Estate Investing.”

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We realize that with wealth comes more complexity and we want to help guide you through your decisions with enlightened solutions. Schedule a short intro call with Beth to get started.

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