Interest in Financial Planning with Real Estate Investment Specialty

[Casey Vidal]

Hello! Curious to see if there would be an interest from investors in working with a Financial Planning team that has an expertise in Real Estate Investment? The team would have a hybrid model when it comes to fees- think: Advice fee as % of overall assets/portfolio value AND/OR flat fee per month/quarter depending upon client preference and objective. 

The idea here is to incorporate Real Estate investing with Fiduciary Financial Planning, to maximize investment dollars in all areas of the investor's financial journey (retirement planning, college savings, tax planning, etc) in addition to real estate investing. 

Just wanting to see if this is something investors are interested in exploring, as licensed professionals can manage and maximize the investment portfolio (and not just try to sell you products from their firm!). Any and all information is appreciated. Thanks!

[Greg Scott]

I'm skeptical.  In what types of assets would you be investing and how would they be held?

If you are thinking of real estate investing as REITS or Mutual Funds, I would advise my friends to stay away because those assets do not have the critical tax benefits offered by direct ownership of real estate.

If you are going to create vehicles whereby people can invest directly in real estate and get the full depreciation benefits of ownership, then you need to have an excellent track record.  You would be effectively acting as a syndicator.  So, what would you do differently vs a syndicator?