Real estate investments

The accounting method can deliver attractive savings, along with protecting nature or farmland.

Clients who make these prohibited transactions can face devastating penalties.

Although retirement investors lose from the decline in bonds' value, they stand to gain from the rising payouts from 10-year Treasury bonds.

There are many benefits for clients who invest in property, but identifying them can be quite a process.

Property can be a savvy investment — and offer significant advantages. But advisers have to know where to look.

Clients who make their living from agriculture have some unique planning challenges – Mother Nature, for one.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.

It can be hard to unlock real estate values in pricey areas if clients aren’t willing to move.

It may be hard to unlock real estate values in pricey areas if clients aren’t willing to move.

It may be hard to unlock real estate values in pricey areas if clients aren’t willing to move.

The volatility can be painful, but these funds are often used to diversify portfolios and generate alpha.

Tax issues and controlling cash flow are just 2 qualities of these investments, says LPL's Thomas Zgliniec in this Q&A.

It’s about more than just location. Expenses, for instance, vary widely; hotels require ongoing maintenance, cell towers not so much, says contributor Peter Greenberger

Advisers and portfolio managers will soon need to pay more attention to real estate investing as it enters the mainstream.

Nearly 60% of wealthy baby boomers are more optimistic about tangible assets than about stocks, bonds, private equity and hedge funds, according to a recent U.S. Trust study.

"We always tell our client base that the potential opportunity is plentiful, but like every asset class, there is no guaranteed profit," says RBC adviser George Kursar.

Advisers who ask clients about the history of real estate holdings can save headaches – and potentially millions.

Richard W. Davis also took $1.5 million in fees while he was entitled to just $150,000, the commission alleges.

One adviser got a frantic call from client in a sales office who actually yelled, ‘Help me!’ into the phone.