As financial advisors move to find more ways to diversify client portfolios and help their clients protect, or expand, their wealth, more are moving into alternative investments — including real estate.
To better serve the industry, ThinkAdvisor is asking financial professionals to complete a survey on their views of real estate investing in 2024; the brief poll, which should take less than 10 minutes to complete, can be found here.
The survey results will be part of our planned special coverage of how wealth managers and their clients view real estate as an investment strategy in the current environment.
Your participation in this survey will help us produce real estate investing coverage that's valuable to you, and we appreciate you taking the time to share your insights. Plus, 50 individuals taking the survey — chosen at random — will receive $10 Amazon gift cards.
In the latest CAIS-Mercer survey of independent financial advisors, 85% of respondents said they plan to increase allocations to alternatives by 2025, with 78% saying the assets can help clients meet their goals and objectives. (The CAIS advisor platform, launched in 2009, includes real estate, hedge funds, private equity, private debt, digital assets and structured notes.)
