Join us for a thoughtful conversation with Andy Jones, managing member of Jones Gregg Financial (www.jonesgregg.com), as we unpack how private real estate investments fit into a diversified portfolio.

Host Paul Bennett and Andy explore the advantages of focusing on the client’s entire balance sheet—not just their investment portfolio—and discuss the importance of character, transparency, and alignment in choosing real estate partners. You’ll discover practical insights into portfolio construction, due diligence, and the advisor-client relationship that go beyond the traditional financial playbook.

If you want to hear what sets successful real estate strategies apart, this episode delivers clear guidance and fresh perspective.

Chapters
(00:00) Real Estate as an Alternative Asset
(01:10) Jones Gregg Financial Background and Focus
(02:39) Defining Private Real Estate Investment
(04:16) Motivations for Including Private Real Estate
(06:22) Balance Sheet Approach to Client Wealth
(12:39) Evaluating Investments and Importance of Character
(23:33) Advice for Advisors Considering Alternatives
(27:06) How to Contact Jones Gregg Financial

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