WEBCASTS
Optimizing Portfolios with Tax-Efficient Income Strategies Through Private Real Estate
In today's complex investment landscape, sophisticated tax-efficient income strategies are essential for RIAs seeking to optimize their clients' portfolio performance. Join Michael O'Shea as he explores how private real estate investments can enhance your approach to generating sustainable, tax-advantaged income. This exclusive session will demonstrate how Origin's IncomePlus Fund strategically positions your firm to deliver superior portfolio optimization while differentiating your service offering in an increasingly competitive market.
SUMMARY
Topics will include:
- An overview of private real estate
- How to leverage real estate’s unique tax advantages
- Portfolio integration strategies that can increase diversification and cash flow
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
Cinthia Murphy
Investment StrategistVettaFi
Roxanna Islam, CFA, CAIA
Head of Sector & Industry ResearchVettaFi
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