(800) 644-1150
Investing in Real Estate
October 11, 2022 at 4:00 pm

Bridging the Retirement Income Gap: Investing in Real Estate

LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128

About this Event

Lucia Capital Group Presents: The 2022 Retirement Planning Workshop Series at the LCG Financial Center

Many investors and institutions (including pension funds, banks and municipalities) have recognized the potential benefits of owning real estate: diversification, low-leverage, and historically high risk-adjusted returns versus the broad market indexes. Having alternatives to the broad market may potentially enhance the return on your portfolio.

Institutional real estate has seen a positive rate of return in 40 of the past 44 years, and while there are no guarantees of future returns, having this asset class in your portfolio may allow you to generate current income and potential long-term capital appreciation with low to moderate volatility and low correlation to the broader markets.

Should you consider real estate as part of your investment portfolio? Learn about how you as an individual investor can invest in real estate with access to institutional private real estate managers who are otherwise not accessible to individuals due to large investment minimums. Join us in this free session with Damian Gallagher from Bluerock Capital Markets.

Our in-person, informative financial series

Planning for retirement – and all the components that go along with it – is not just about reading a few articles online. Our series of in-person workshops will help you to learn more about topics that are most relevant to all current and future retirees. Whether you’re investing for the future, or you’re in need of a wealth distribution plan designed to last you throughout your entire lifetime, you’ll want to take full advantage of this opportunity to hear from an LCG advisor and a different guest specialist each week. It’s your chance to get the information you’ll need for the next 20, 30, and 40 years of your life!

Information presented should not be considered specific tax, legal, or investment advice. You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised by Lucia Capital Group) will be either suitable or profitable for a client’s or prospective client’s portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial. Damian Gallagher and Bluerock Capital Markets are not affiliated with Lucia Capital Group or LPL Financial.

Event Details

Tuesday, October 11, 2022
4:00 pm - 6:00 pm Pacific
LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128