Real estate as an asset class Episode 19
Episode Summary
Mary Beth talks with two experts about how real estate can be used within a retirement portfolio. Drew Reynolds and Rob Johnson of Realized share their thoughts on the asset class and explain how and why real estate can make sense for retirees.
Episode Notes
In this episode you’ll hear about:
- Why should investors consider real estate?
- Income and asset minimums requirements?
- Diversification .
- Rental trends in the future.
- Real estate as income.
- DST compared to a 1031 exchange (the investing vehicle for this).
- Can investors without real estate partake in this exchange?
- Liquidity.
This season is brought to you by
Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations.
Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals.
For more information, visit www.Realized1031.com/RepairShop to learn more.
Guest Bios:
Drew Reynolds serves as chief investment officer and head of the research group at Realized. In this role, he is responsible for sourcing, evaluating, and structuring investments as well as leading development and implementation of new initiatives and strategies. Additionally, he manages the group’s day-to-day activities and oversees all investment underwriting and due diligence functions. Drew has been with Realized since the company’s inception in 2015 and is a member of the firm’s Due Diligence Committee and Leadership Team.
In his role as Head of Wealth Management for Realized, Rob Johnson is responsible for overseeing the client’s Investment Property Wealth Management (IPWM) experience. In addition, Rob works with Registered Investment Advisors (RIA) and Broker Dealer networks throughout the United States in an effort to increase awareness of the 1031 exchange and Delaware Statutory Trusts (DSTs) to support client financial planning needs. Rob has spent his career at some of the largest advisor networks in the financial services industry, including Kestra Financial, Voya Financial Advisors, Lincoln Financial Network and Infinex Investments. Rob held senior leadership positions while at these firms, overseeing wealth management platform development, investment research, due diligence and was a major contributor to the strategic direction of these firms. Rob has been a member and supporter of the Institute for Portfolio Alternatives (IPA) for more than a decade.
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