Examining personal financial advisors’ knowledge, client recommendations, and personal investments in private real estate and real estate investment trusts (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:


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