Episode 15: Adding Real Estate to your Portfolio with Adam Cohen. episode artwork

EPISODE · Oct 14, 2025 · 1H 10M

Episode 15: Adding Real Estate to your Portfolio with Adam Cohen.

from Smart Money Conversations · host Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish

In this episode, we hear from Adam Cohen, CFA, founder of Complement Real Estate Advisors, LLC a firm specializing in real estate advising for high-net-worth families and businesses . We discuss the why, how, and when adding real estate to your portfolio makes sense. Adam touches on the appropriate use of leverage, why owning direct real estate can be a unique experience, and be sure and listen to the end where Adam tells us what advice he would give to his own kids about buying their first property. Find Adam here:Website: https://www.complementre.com/Contact: [email protected] us a question to: [email protected]: www.croftfinancialplanning.comProduced by 32Q LLC

Episode metadata supplied by the publisher feed · Published Oct 14, 2025

Embed this episode

Ready to play

Episode 15: Adding Real Estate to your Portfolio with Adam Cohen.

0:00 1:10:03

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Smart Money Conversations?

This episode is 1 hour and 10 minutes long.

When was this Smart Money Conversations episode published?

This episode was published on October 14, 2025.

Can I download this Smart Money Conversations episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!