Real estate

Homeownership costs ease

Clients saving for a new home purchase can breathe a sigh of relief—the cost of ownership eased for the second quarter in a row, according to RBC Economics’ Housing Trends and Affordability report. During the last quarter of 2010, the national reading of the RBC Housing Affordability Measure declined between 0.4% and 0.8% across the […]

By Steven Lamb |February 24, 2011

2 min read

How to really resonate with clients

Keep asking good questions that help your client move out of crystallized-thinking mode and into emotional contemplation. Position yourself as a right-brain advisor who uses left-brain tools to accomplish the client’s goals. For example, “I am a coach, an educator and a catalyst for my clients,” rather than “I am an investment advisor, an insurance […]

By Barry LaValley |August 5, 2009

5 min read

Legal structure vital in real estate investing

Similar to a true gold bug's aversion to mining stocks and preference for physical bullion, institutional real estate investors know that REITs are far too closely correlated to the equity markets on which they are listed. For these managers, nothing beats the real thing: a portfolio of physical real estate holdings.

By Steven Lamb |April 27, 2006

5 min read