Real Estate

What Would It Take to Turn More Offices Into Housing?

Thousands of old cubicles, conference rooms, pantries and cafeterias are sitting in ghostly quiet, given the amount of empty office space.

When a Dream House Is a Bad Idea

How can a planner better frame the risks and a client’s decision in hopes the effort will lead to a better outcome?

WalletHub Release 2023 Best and Worst States to Retire

The ranking looked at 47 metrics related to affordability, quality of life and health care.

These Trusts May Become Belles of the Ball

Rising interest rates make these wallflowers very attractive, says our columnist. (By Keith Grissom)

Heard of Magna, Utah? Clients’ Kids Might Want to Buy a Home There

A new ranking identifies the best markets for first-time home buyers.

Real Estate Sector Expected to Outperform

According to a new report, one sector of real estate is continuing to break records despite rising interest rates.

Where Will the Hottest Housing Markets Be in 2023?

A Zillow analysis predicts the top 10 — and none of the cities are in states west of Texas.
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Advantages of Opportunity Zones

Sheldon Chang, president of Crowdstreet Advisors, introduces opportunity zone funds as a way for advisors to help clients with large capital gains get attractive tax benefits by reinvesting them in real estate.
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Options for Private Commercial Real Estate Investing

Sheldon Chang, president of Crowdstreet Advisors, explains how advisors can access the private market side of commercial real estate investing.

Fear of Not Making New Memories Keeps Seniors in Place

Not knowing all their options or how to vet them is another big issue, says the host of PBS’s “Legacy List.”

Downsizing Guru: ‘Keep the Memories, Lose the Stuff’

Matt Paxton, host of PBS’s “Legacy List,” says advisors can help motivate clients stuck in downsizing inertia.

Can Private CRE Improve 60/40 Portfolio Returns?

Three examples illustrate the effects of adding varying amounts of private real estate to a traditional portfolio.

Latest News

One Product Powers Annuity Sales to New Records

Total annuity sales surged to $310.6 billion last year, a 22% increase from 2021 results and 17% higher than the record set in 2008.

Wealth Taxes Have Unexpected Consequences

A new paper finds they encourage companies to raise dividends so executives have the funds to cover wealth taxes.

Advisor Clients More Nervous About Financial Futures, Survey Finds

They are more likely to say they will continue to work and are less confident about their financial futures, a Nationwide survey finds.

WalletHub Release 2023 Best and Worst States to Retire

The ranking looked at 47 metrics related to affordability, quality of life and health care.

Heard of Magna, Utah? Clients’ Kids Might Want to Buy a Home There

A new ranking identifies the best markets for first-time home buyers.

Real Estate Sector Expected to Outperform

According to a new report, one sector of real estate is continuing to break records despite rising interest rates.