Jeff Walters, CFP® & Ryan McCullough - Hines Real Estate


What is the outlook for commercial real estate in a higher rate, higher inflation environment? - Where are the opportunities and pitfalls for a real estate investor today? - What are the major themes and sectors of real estate going forward? - What is a 721 Exchange and how can it help financial planners and their clients with appreciated real estate?

Learning objectives:
  • Help financial advisors understand the benefits of diversifying portfolios into commercial real estate.
  • Establish the latest trends, themes, and opportunities for advisors looking to help clients invest in commercial real estate. 
  • Define and identify the 721 exchange tax strategy and how it can potentially help investors who own appreciated real estate.
Speakers bio's:

Jeffrey Walters, CFP & Senior Regional Director, joined Hines 12 years ago. He is in charge of capital raising for 6 states on the West Coast. Jeff has helped advisors & investors to place several billion dollars of investment capital in his career, and has managed the top producing regions at multiple firms in that span. He has been on the Hines Advisory Board for over 5 years and has been integral in the growth of Hines in the RIA and family office channel.

Ryan McCullough, Managing Director, joined Hines’ Research Group in 2018. Ryan focuses on Americas real estate markets & his responsibilities include investment strategy, portfolio allocation, deal support, and thought leadership. In his role Ryan both helps to shape Hines investment approach through original, objective research and also to communicate the firm’s strategy to Hines’s institutional and retail investors. He has been quoted in The WSJ, CNBC, IBD, Bloomberg & The Washington Post.