VIRTUAL EVENTS
Building Tax-Advantaged Income Portfolios with Private Real Estate
Taxes remain one of the greatest drags on portfolio returns–and your clients are counting on you to help them keep more of what they earn. To gain a critical edge, RIAs need strategies that not only generate reliable income but also optimize after-tax results. Join Origin’s Head of Private Wealth, Michael O’Shea, for a discussion on how private real estate investments can enhance tax-advantaged income planning. Michael will unpack the strategy behind Origin’s IncomePlus Fund, which may help advisors provide sustainable, tax-efficient returns, enhance portfolio diversification and differentiate their practices in an increasingly competitive advisory landscape.
SUMMARY
Topics will include:
- Strategic Tax Optimization: Understand sophisticated approaches to leveraging private real estate's tax advantages, enabling you to enhance portfolio efficiency through improved after-tax returns.
- Portfolio Construction Excellence: Discover portfolio integration strategies that harness private real estate's income-generating potential while maintaining risk-adjusted returns, which are particularly crucial in today's volatile market environment.
- Portfolio Diversification Strategy: Learn how to strategically incorporate private real estate solutions to create more resilient portfolios, enabling you to demonstrate sophisticated diversification approaches beyond traditional investment vehicles.
- Implementation Framework: Gain actionable insights into implementing the IncomePlus Fund strategy, including specific case studies demonstrating successful portfolio enhancement through tax-efficient income generation.
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Michael O’Shea, CFA
Head of Private WealthOrigin Investments
Roxanna Islam, CFA, CAIA
Head of Sector & Industry ResearchVettaFi
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