Here’s What Your Clients Need to Know About Real-Estate Investing
Real estate investing remains a popular strategy in 2025, but it’s not as straightforward as it once was. Rates are still elevated, inventory is constrained, and the range of options—from syndications to duplexes—can be overwhelming. That’s why I’m helping clients get crystal clear about how they want to invest and what level of involvement they’re ready for. Because in today’s environment, guessing your way into real estate is a fast track to frustration.
Key Takeaways
- Clients must first define whether they want to be active or passive real estate investors.
- The asset class (residential, commercial, retail, etc.) should match a client’s familiarity and bandwidth.
- Due diligence is non-negotiable—especially in…
