Based on new research results from the WealthManagement.com Alternative Investments 2023 Benchmarking Study
This webinar will present the highlights of our latest WMIQ research, discuss what advisors are looking for today, and reveal where they and their clients are headed with alternative investments.
Wednesday, July 19th
Exploring Middle Market Real Estate Investment Opportunities
2:00 pm – 3:00 pm EDT
When looking at real estate investment opportunities, gateway markets often top the list. But competition for those assets can be fierce. Often overlooked are opportunities in middle markets. This webinar will explore the latest investment trends, including:
Enhancing portfolio efficiency during a bear market
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits
have been applied for and are pending approval
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