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Despite the hype of a "bubble burst," now's a great time to be in the real estate market.
Given the large equity buildup many homeowners have enjoyed, perhaps residential real estate should be managed just like any other security in the client's portfolio. Which means you need to be familiar with tax laws and market guidelines for this sensitive asset.
To invest in the market or pay off that mortgage—it's a question that presents a clear conflict of interest for advisors. The best approach: Help clients make their own decisions by mapping out the issues at stake.
Clients with major assets to sell—such as high-priced homes or businesses—may find it necessary to lend the buyer part of the purchase price. You may need to get involved to help clients structure the deal as well as revise their financial and investment plans.
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