Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
September 20, 2018 @ 2:30 pm – 4:00 pm
The Southern California Institute
3636 Nobel Dr #450
San Diego, CA 92122
Shelley Lightfoot
858 200-1911

The Democratization of Real Estate – It’s Not Just for Institutional Investors Anymore; presented by Maureen Verduyn, CFP, EA, M.Ed. and John Grady, SVP, Cantor Fitzgerald

Real estate can be one of the most effective investment vehicles out there when it comes to generating recurring, passive tax-favored cash flow along with the potential upside when property values increase. The largest institutional real estate companies have traditionally been all but inaccessible to retail clients and until recently, other than through REITs, the average investor had little chance of participating in these large commercial opportunities. That is now changing – fast forward to today, sponsors and syndications have changed dramatically. Join Maureen and John to understand how advisors can provide the same quality real estate investments to their retail clients that were previously accessible to only pensions and endowments.