CrowdStreet On-demand Webinar

CRE Investing: Financial Strategies from an Expert Financial Advisor

Want to build a diverse portfolio with commercial real estate (CRE) but not sure where to start? Join an experienced financial advisor to learn why and how to invest in CRE.

Interested in commercial real estate (CRE) investing but are not quite sure how or when to incorporate it into your overall portfolio? You’ve come to the right place. In this webinar, we’ll discuss CRE investment strategies and why you should consider this asset class a critical component to your overall investment strategy.

Join us and learn from an outside expert and experienced financial advisor, Tim Phillips of Phillips & Company and our VP of Investments, Ian Formigle, to learn the ins and outs of how (and why!) you should consider CRE investing to build wealth. We will cover how to get started, how much of your portfolio you might consider for CRE investing, how to invest with your SDIRA, how to invest through a 1031 exchange and more!

Key takeaways:

  • Learn how CRE can fit into and diversify your portfolio.
  • Gain tips on investment strategies.
  • Discover how to invest in CRE without being a professional.
  • Hear investing scenarios and recommendations.

This webinar is for those just getting started in commercial real estate investing, or those with some experience who want to learn more.  Join us and get your questions answered!


Tim Phillips – Chief Executive Officer, Phillips & Company

Ian Formigle – Vice President of Investments, CrowdStreet

*Note: This webinar was recorded live on November 28th, 2018.