Facts to consider:
- 1. 9.23 million high net worth households
- Approx. 50% of these households own real estate investment
property
- 2. $60 trillion held in private real estate
- vs. only $14 trillion held in stock market wealth
- 3. 43% of client wealth is held in real estate
- vs. only 13.4% held in stocks, bonds and mutual funds.
- 4. $300+ billion 1031 exchanges per year
- 5. $29.5 billion of real estate donations rejected annually by charities
Work with 100% of your clients' assets, including real estate.The purpose of the Real Estate Wealth Factor report is to explore new opportunities financial professionals have in providing scalable, tax efficient investment solutions to clients holding appreciated real estate. Real estate assets should not only be discussed but focused on when planning to achieve a clients’ financial, tax, estate and planned giving objectives.
