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