Key Considerations In Real Estate Investments, Class 1 of 4

For the past decade, not enough new homes were built to keep pace with population growth and now office vacancies are posing a crisis for landlords in 2024. For financial planning and investment professoinals, direct investment in real estate, an alternative asset class that diversifies securities portfolios, is crucially important. 

Based on four decades of experience, instructor James Wacht shares his methodology for analyzing real estate deals in this first class of a four-class course. After attending this introductory class, participants will be able to answer key questions about real estate investing, including:    

• How should an advisor align the investment objective and the investor?
• How does the investment fit within the client’s portfolio?
• What are the asset classes in real estate?
• How are real estate investments categorized?
• What are the main ways to invest in real estate and forms of ownership?
• What is the “capital stack” order of liquidation priority? 
• What market trends should you look for?
• How to analyze quality of the asset

James (Jim) Wacht is the principal owner of Lee & Associates NYC LLC, a Manhattan real estate brokerage. Over the past 40 years, Jim invested in or acquired more than 50 multifamily, industrial, commercial, and retail properties. A member of The Board of Governors of the Real Estate Board of New York, in 2011 Jim co-founded Lee & Associates NYC, a network of 76 offices throughout the United States and Canada with over 1,400 real estate professionals.

This class is eligibile for one hour of CE credit for CFP^® , CIMA, CPWA, CPA and PACE credit toward the CLU^® and ChFC^® designations.

Who Should Attend: Financial Advisors, CFPs, EAs, CFAs, CPAs, CPA/PFSs, CIMAs, CLUs and ChFCs.

Cost: There is no fee to attend this course if you are a member of Advisors4Advisors ($60/Qtr).
CPE credit: 1 hour, in the Economics field of study
Prerequisites: None
Advanced Preparation: None
Course Level: Update
Course Delivery Method: Group Internet-Based
Program Policies: For more information regarding administrative policies such as refund, cancellation and complaint, please email This email address is being protected from spambots. You need JavaScript enabled to view it..

Advisors4Advisors 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 through its website: www.nasbaregistry.org. Advisors4Advisors is also approved as a continuing education sponsor by IWI, which administers the CIMA^® and CPWA^® designations, and CFP Board of Standards, which licenses the designation for CFP^® professionals.