Webinar recording from September 16, 2020
Presenter: Rich Arzaga
- Download accompanying slides (PDF: 3.84 MB)
If you have thought about owning Real Estate Investment Trusts (REITs), you are not alone: An estimated 44% of American households own shares in at least one REIT. Some potential benefits to REIT investors are:
- Cash-flowing commercial properties
- Tax-advantaged income
- Professionally managed portfolio
- Diversification from stocks and bonds
REITs also help reduce risk by allocating to dozens or hundreds of properties, and can be purchased at minimums significantly less than directly-owned property. Watch 45 minutes of education on REITs, followed by answers to your questions.
Rich Arzaga has a skill set that is ideal for our Financial Wellness community. He is one of the few financial planners who can advise on, and integrate, directly-held real estate investments into a wealth building plan. That is exactly why he became an advisor.
Rich is a Certified Financial Planner®, an Accredited Investment Fiduciary®, a former REALTOR®, and the Founder and CEO of Cornerstone Wealth Management. He is also a long-time Adjunct-Professor in the UC Berkeley Personal Financial Planning program. Rich is often quoted in financial and business publications, and has earned numerous awards for his work as an educator and financial planner.
Rich Arzaga is a registered representative with and securities and advisory services offered through LPL Financial, Member FINRA/SIPC.