‍

Owning investment real estate can feel like a badge of honor until the rising costs, headaches from maintenance, and shrinking returns start to tell a different story.

At our 2025 Investor Symposium, COO & CMO Stacey McKinnon and Wealth Advisor Kevin Rex unpacked the tradeoffs of holding vs. selling real estate.

They explored dead equity, increasing costs, tax considerations, and how real estate fits into your financial picture, while offering more flexible ways to access real estate income without the late-night calls.

Tune in if you're interested in…

• Understanding why many rental properties are yielding less than you think
• Exploring alternatives to direct property ownership
• Learning how taxes, liquidity, and legacy planning factor into real estate decisions
• Discovering modern tools like real estate funds, DSTs, and 1031 strategies
• Seeing real-world examples of clients who simplified their portfolios successfully