Examining personal financial advisors’ knowledge, client recommendations, and personal investments in private real estate and REITs - Avenue Living Asset Management Skip to content

Examining personal financial advisors’ knowledge, client recommendations, and personal investments in private real estate and REITs

Advisor Knowledge on REITs

Real estate investment trusts (REITs) have gained considerable investment participation and academic research since their rise in the 1990s. However, there was little known about personal financial advisors’ knowledge about REITs. 

Together with Grant Wilson, we explored personal financial advisors’ knowledge, perceptions, and practices regarding public REITs, private REITs, and private real estate investments. Our findings will help to inform us on how we can add value for the advisor community and their clients.  

Read more from our peer-reviewed research published in the Journal of Financial Services Marketing:

Share the Post:

Contact Our Investor Relations Team

Aiman Saeed

Keegan Bazuik

Tracy Gosling

Alex Lin

Add Your Heading Text Here

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.