Sentences with phrase «estate advisors offer»

We at Strategic Real Estate Advisors offer something rare in today's real estate market, Solutions, Results, and Accountability.

Not exact matches

In addition to portfolio management, does your advisor also offer services such as wealth planning, insurance services, tax planning, estate planning and risk management?

Robo - advisors use the same software as traditional advisors, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

In addition to ETF - based portfolios, WealthBar also offers pooled funds in specialized asset classes like real estate, a product usually only available to large account clients at conventional advisors.

NexPoint Real Estate Advisors, L.P. («NREA») NREA is the platform built to manage real estate investments on behalf of NexPoint Advisors, L.P. NREA manages a publicly - traded REIT, NexPoint Residential Trust, Inc. (NYSE: NXRT), and the REIT subsidiaries to NHF, as well as our DST 1031 Exchange offeEstate Advisors, L.P. («NREA») NREA is the platform built to manage real estate investments on behalf of NexPoint Advisors, L.P. NREA manages a publicly - traded REIT, NexPoint Residential Trust, Inc. (NYSE: NXRT), and the REIT subsidiaries to NHF, as well as our DST 1031 Exchange offeestate investments on behalf of NexPoint Advisors, L.P. NREA manages a publicly - traded REIT, NexPoint Residential Trust, Inc. (NYSE: NXRT), and the REIT subsidiaries to NHF, as well as our DST 1031 Exchange offerings.

Robo - advisors use the same software as traditional advisors based on Modern Portfolio Theory, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

While you might want to use a more traditional professional for estate planning and more complex situations, for many people robo - advisors work well because they offer a level of customization at an affordable rate.

NexPoint Real Estate Advisors, L.P. («NREA») NREA is the platform built to manage real estate investments on behalf of NexPoint Advisors, L.P. NREA manages a publicly - traded REIT, NexPoint Residential Trust, Inc. (NYSE: NXRT), and the REIT subsidiaries to NHF, as well as our DST 1031 Exchange offeEstate Advisors, L.P. («NREA») NREA is the platform built to manage real estate investments on behalf of NexPoint Advisors, L.P. NREA manages a publicly - traded REIT, NexPoint Residential Trust, Inc. (NYSE: NXRT), and the REIT subsidiaries to NHF, as well as our DST 1031 Exchange offeestate investments on behalf of NexPoint Advisors, L.P. NREA manages a publicly - traded REIT, NexPoint Residential Trust, Inc. (NYSE: NXRT), and the REIT subsidiaries to NHF, as well as our DST 1031 Exchange offerings.

As a 529 Plan, the MI 529 Advisor Plan also offers certain gift and estate tax planning benefits; consult your tax advisor.

In addition, Mr. Davie has represented investment advisors, securities brokers, hedge funds, private equity funds, and real estate partnership syndicators in numerous private offerings of securities and in ongoing compliance.

Or you might want to self - insure through a permanent policy that offers special tax and estate planning benefits — in which case you'll need to work with a financial advisor.

«With EstateWise ® Platinum, agents, banks and financial advisors can offer a dynamic life insurance product that doubles as an estate planning tool,» said Craig Simms, Senior Vice President and Chief Marketing Officer at Vantis Life.

TIP: If you want to stay involved in the business after retirement, consider helping new real estate salespeople as a mentor or offering your services as a business advisor and consultant to fledgling business.

The event offered informative keynote addresses and recognition of the noteworthy accomplishments of the brand's real estate advisors and shops.

The first application to be offered is eRealAnalyzer, a browser - based investment analysis solution, integrated with for sale property listings, that computes important financial metrics to help real estate buyers and their professional advisors zero in on attractive investment opportunities.

Since its inception in 2009, TSB Capital Advisors has been a leading real estate finance advisory firm offering full - service consulting, specializing in the student housing sector.

Keep in mind, financial advisors are salesman, they want you to let them control your money, as such, they will steer you away from real estate or anything they do not offer.

Strategic Real Estate Advisors is an independent real estate consultant that offers landowners, investors, developers, homebuilders, and lenders with end - to - end strategies and soluEstate Advisors is an independent real estate consultant that offers landowners, investors, developers, homebuilders, and lenders with end - to - end strategies and soluestate consultant that offers landowners, investors, developers, homebuilders, and lenders with end - to - end strategies and solutions.

TSB Capital Advisors offers services that are sought after by some of the premiere real estate owners, operators and investors in the country.

As your mortgage advisor, I am constantly expanding my knowledge and staying current on the latest mortgage and real estate trends so that I can offer you smart loan options.

NPV Advisors offers a full range of real estate appraisal services throughout North America for virtually all property types.

The four leading unlisted REIT sponsors are Wells, W.P. Carey, CNL Real Estate Advisors and Inland Real Estate, each offering current yields of 6 % to 8 %.

In partnership with Newmark, a leading global commercial real estate advisory firm, E Smith Advisors, a minority - owned entity, accesses a global platform across more than 400 offices worldwide and offers integrated services delivered by expert teams to a diverse portfolio of clients.

E Smith Advisors fulfills the needs of our clients by offering a full - service, multi-faceted platform of commercial real estate services.

AdaPia d'Errico is COO at AlphaFlow, a registered investment advisor and the first platform to offer automatic portfolio diversification for real estate investments.