A Sunny Outlook On Real Estate Trends

Expert Explains Why Current Trends Support Ground-Up, Multifamily Properties In Certain Sun Belt Areas And How Advisors Should Approach Clients’ Real Estate Investments

As advisors know, the concept that investments vary significantly is fundamental to the math of portfolio theory. Markets do not move as a monolith, and each investment must be analyzed distinctly. The same truth prevails in real estate, where the old saw says, “All real estate is local.” 

Each local real estate market, building and plot of land must be evaluated on its own terms, accounting for condition, local zoning laws, access to services, metro trends and more. No advisor can simply invest a client “in real estate” any more than they can “in stocks,” so we spoke to a real estate expert about current trends and markets.

Bernie Wasserman is President of RIA Participant Capital Advisors, which has, in coordination with its development company affiliate Royal Palm Companies, developed more than 50 projects valued at over $4.7 billion. Participant is currently invested in over 15 projects, manages three funds with approximately $240 million in assets and recently launched two new investment vehicles.

We asked Wasserman about the recent adjustment in real estate markets, why he favors ground-up multifamily developments in certain areas in the Sun Belt, and how advisors should determine the best real estate investments for their clients.

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