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A deeper dive into REITs: An Advanced Exploration for Professional Advisors 1 Credit

Aug 30, 2024, 11:30 AM ET

A deeper dive into REITs: An Advanced Exploration for Professional Advisors 1 Credit

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Aug 30, 2024, 11:30 AM ET

Learning Objective

  • To discover the advantages and potential benefits that REITs offer when strategically incorporated into a client's investment portfolio. 
  • To explore how REITs can enhance diversification, provide attractive income streams, and serve as a potential hedge against market volatility.
  • To identify factors that should be assessed before investing. 
  • To discuss topics such as risk tolerance, investment horizons, tax implications, and market dynamics.
  • To recognize the importance of assessing the suitability of REITs for different clients based on their individual needs and objectives, and delve into various client profiles, considering factors such as age, investment goals, and risk appetite.
  • To analyze past performance data when evaluating REIT investments.

Course Overview

As a professional advisor, your role is to provide comprehensive guidance to clients considering Real Estate Investment Trusts (REITs). 

In this CPE webinar, we will delve deeper into the key considerations that shape REIT investments and enable you to address your client’s specific needs. We understand the importance of client-centric approaches, and our focus will be on suitability and due diligence. By enhancing your expertise in these areas, you will be better equipped to assist your clients in making informed decisions that align with their unique financial goals and circumstances.

Key Topics Covered:

  • Merits of REITs in Portfolio Construction
  • Pre-Investment Considerations
  • Suitability and Client Profiles
  • Unraveling Past Performance

As time permits, we encourage you to actively participate in the course by posing any questions or concerns you may have regarding REITs. Our speaker, a long-time practitioner educator in the field, will gladly provide valuable insights to address your queries and further enrich your understanding.

Join this CPE Finance Webinar to elevate your advisory skills and better serve your client’s needs in the realm of REIT investments. 

Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

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Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Rich Arzaga
Rich Arzaga, CFP®, CCIM

Founder & CEO, The Real Estate Whisperer Financial Planning and Education

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Rich Arzaga is a dedicated advocate for investors who own directly held real estate investments, an asset class often overlooked by financial advisors. With a focus on comprehensive financial planning, Rich also provides valuable guidance on various real estate matters, including real estate cash flow modeling, buy-sell-hold decisions, 1031 exchanges, tax-advantaged strategies, inherited properties, and other challenges investors may face.

As the Founder and CEO of The Real Estate Whisperer Financial Planning and Education, an advice-only firm, Rich brings a wealth of expertise to the table. He is a CERTIFIED FINANCIAL PLANNER™, a Certified Commercial Investment Member (CCIM), and a Registered Investment Advisor. Finding a dually credentialed professional like Rich, with both CFP® and CCIM designations, is exceptionally rare in the financial planning landscape. His clientele includes real estate investors of varying experience levels, business owners, and affluent families.

Rich's reputation extends beyond his role as a financial advisor. He is an honored instructor and adjunct professor in the UC Berkeley Personal Financial Planning program and the UC Santa Cruz Silicon Valley Extension. Additionally, he has been featured twice at the esteemed Commonwealth Club of San Francisco and has earned a place among Worth Magazine's Top 250 Wealth Advisors in the Nation. Rich's real estate strategies have been showcased in prominent publications such as The Wall Street Journal, Newsweek, Time, Investor's Business Daily, The Journal of Financial Planning, The Journal of Accountancy, Real Estate Business, REALTOR® Magazine Kiplinger Retirement Newsletter, and other business and finance magazines.

Academically, Rich holds an impressive background. He graduated with distinction from the Personal Financial Planning Program at UC Berkeley, complementing his Bachelor of Arts degree from San Jose State University. Furthermore, he pursued Graduate Studies in Management at Northwestern University J.L. Kellogg Graduate School of Management, solidifying his knowledge and expertise in the field.

Beyond his professional achievements, Rich treasures his enduring relationship with his undergraduate sweetheart, as they have shared a blissful marriage for over three decades. Together, they have raised two daughters and enjoy the companionship of their beloved flat-coated retriever – a “very good dog.”.


On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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Owen Mccafferty
Owen Mccafferty, CPA (US)

Real Estate Investment Trusts have waxed and waned in interest among client bases. Mr. Arzaga gave a comprehensive narrative on issues of tax and economic impact. Thank you.

FM

Flo Meadows, CPA (US)

Helpful to consider information from various sources, and case study to look at different factors involved.

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