LUNCH & LEARN: Smart Real Estate Investments - Techniques for Identify.....

• Name of Class: Smart Real Estate Investments - Techniques for Identifying Winning Properties

• Instructor Name: Rich Arzaga, CFP®, CCIM

• Instructor Business Name: The Real Estate Whisperer® Financial Planning

• Duration of Class: 1.5 Hours

• Are there CE Credits Available: Yes

• How Many CE Credits Available: 1 CE

• Cost of Class: FREE

• Class Description: See below

Program Description

This program is designed for real estate brokers, agents, and affiliates who support clients in making real estate investment decisions. The session will explore the essential tools and techniques to identify and select properties that enhance portfolio performance. Participants will gain insights into the suitability of investment real estate, the principles of investing in this difficult-to-master asset class, and the importance of measuring an investment property's potential performance and contribution to a client’s financial goals. The session will also explore common advice gaps in real estate portfolio management and how to bridge them, ultimately leading to more informed and effective client outcomes. Through practical examples, case studies, and visual aids, attendees will leave with actionable strategies to help their clients build and maintain successful real estate portfolios.

This program is designed to engage the audience, address common challenges, and equip professional advisors with tangible strategies they can apply immediately in their practice.

Takeaways

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• Identifying Common Advice Gaps: Recognize the potential risks and missed opportunities from inadequate advice.
• Leveraging Performance Tools: Utilize tools to stay ahead of market trends and make informed decisions.
• Evaluating The Cash Flow Model: Learn the difference between a typical client’s cash flow forecast and reality.
• Risk Assessment Strategies: Develop methods to evaluate and mitigate potential risks in real estate investments.
• Case Study Application: Apply real-world examples better to understand the impact of the property selection process.
• Encouraging Client-Centric Planning Conversations: Emphasize the importance of a tailored approach to each client's unique situation.

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Host or Publisher Core Title Group LLC