Balance for real estate investors
Real estate investing offers opportunities for both income generation and asset appreciation, but many real estate investors also favor it for the confidence that comes from owning a tangible asset that meets a basic human need.
There are, however, distinct challenges that real estate investors face – maintenance costs, insurance, property taxes, losses during turnover and illiquidity. Natural disasters, local downturns, macroeconomics, and evictions, among other events, also pose risks.
We help our real estate investor clients balance these concerns through diversification techniques, lending resources and insurance. We can also devise exit strategies and post-closing strategies that take into account tax implications and prepare you for your next steps.
Alternative real estate investments
While most of our real estate investing clients directly own and lease homes and commercial buildings – and operate them as a business – there are options for those seeking to invest in real estate without the management burden. Together, we can explore real estate investment trusts, known more commonly by their acronym – REITs – and whether they suit your specific asset appreciation and income goals.
Raymond James does not provide tax or accounting services.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
*Banking and Lending solutions are offered through Raymond James Bank, member FDIC, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank, member FDIC, for your residential mortgage needs.
Be advised that investments in real estate and in REITs have various risks, including possible lack of liquidity and devaluation based on adverse economic and regulatory changes. Additionally, investments in REIT’s will fluctuate with the value of the underlying properties, and the price at redemption may be more or less than the original price paid.
Real estate investments can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments.