Realtors as Real Estate Asset Managers: The Future of Real Estate

2024 1 min read

The real estate industry is evolving. To thrive in the age of the Great Wealth Transfer, realtors must move beyond transactional relationships and become real estate asset managers. This means continuously optimizing real estate portfolios for their clients and families, just as wealth managers do with financial assets.

Why the Time to Adapt Is Now

The $84 trillion Great Wealth Transfer is creating unprecedented opportunities for real estate professionals. Families need advisors who can:

  • Engage across generations.
  • Provide strategic insights into optimizing real estate portfolios.
  • Uncover hidden assets and maximize value.

Inheritus.com: The Key to Transformation

Our estate planning software helps realtors:

  • Create a full picture of family estates, including real estate assets.
  • Engage families across generations and strengthen relationships.
  • Transition seamlessly from transactional to transformational real estate management.

Affordable and Scalable Solutions

With costs as low as cents per month per client and same-day deployment, Inheritus empowers realtors to transform their business model without friction.

Lead the Future of Real Estate

Don’t get left behind in a changing industry. Contact Inheritus.com today to learn how estate planning tools can position you as a real estate asset manager and thrive in the age of transformation

Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

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