Investment Property Wealth Management, With Drew Reynolds (Episode 266)
How can a portfolio of investment properties can be managed with the same level of sophistication as traditional investments?
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Show Notes
Traditional wealth management is very experienced at managing an investor's portfolio of assets at a traditional brokerage account of stocks and bonds. But there's a gap when it comes to portfolio management of real estate properties, and when to utilize 1031s and Opportunity Zones.
Drew Reynolds, CIO at Realized, joins the show to discuss how a portfolio of investment properties can be managed with the same level of sophistication as traditional investments.
Show notes: https://opportunityzones.com/2023/06/drew-reynolds-266/