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

Smart Money Conversations
14/10/2025 1h 10min Temporada 1 Episodio 15

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Episode Synopsis

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.

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