March 1, 2024

Real Talk: succession planning & strategies

In this insightful and engaging episode, Derek Doke, CCIM, Vice President of NAI Puget Sound Properties, is joined by esteemed guests: Jordan Elliott, President of NAI Elliott, and Scott Greve a seasoned Senior Real Estate Advisor from the wealth advisory firm Brighton Jones. Together, they explore the complex and crucial topic of family succession planning, particularly focusing on the intricate dynamics involved when investment real estate is at the heart of the discussion. Through their combined expertise and experience, they go over various strategies, considerations and best practices aimed at navigating the unique challenges and opportunities that arise in such scenarios. 

Whether you're a seasoned investor or just embarking on your real estate journey, this conversation offers invaluable insights and actionable advice to help you effectively plan and navigate the complexities of family succession in the realm of investment real estate.

Listen to the full episode here: Real Talk, episode 12

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