Many advisors are focused on ensuring clients have a good life, but there’s a lot of money in focusing on what comes next.
Aging baby boomers are more willing to contemplate their mortality, offering advisors a chance to capture a lucrative market.
As investors hunt for yield and stability in a world characterized by low, even negative yields and unpredictable market swings, they more and more look to private alternative investments for relief.
Last week’s federal budget announcement offered a very small carrot for those looking to avoid taxes on real estate investment gains – but financial planners helping clients connect with investments in real estate are offering a couple of carrots of their own.
It is really all about residential, here in Canada and in the U.S., and with the current frenzy of building going on north and south of the border, that window of opportunity to invest is closing fast.
Student housing is already on the radar screen of Canadian investors, but a growing number are honing in on alternatives to playing landlord for a personal portfolio of properties.
The differences between public and private REITs may be subtle, but their behaviour in the market can be as different as night and day, and that can impact price point.