Asset Ascensions: Navigating Real Estate Exchanges and Dancing Interest Rates


Recorded: Wednesday, June 26, 2024 

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Real estate, both residential and investment properties, plays an important part in many of our clients’ financial picture. Whether you're a homeowner or an investor, understanding the current landscape is essential for making informed decisions. With a recent run-up in home prices, rapidly rising interest rates and increased interest in investment real estate, you may find yourself navigating difficult choices.

While the future is uncertain regarding this asset class, we have helped many of our clients navigate these choices and their impact to their financial plan.

Levi Anderson and Billy Chedester from the EP Wealth Advisors financial planning team discuss:

  • Navigating the impact of fluctuating interest rates on the real estate market

  • How to navigate the uncertain environment around real estate

  • Tax and financial planning considerations tailored to property owners

  • Exploring real estate exchanges and popular investment vehicles

  • An update on recent legislation proposals and their implications for real estate investors

  • How EP Wealth Advisors works with real estate owners


Presented by:

Rachaels test copy Levi Anderson and Billy Chedester (1)


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