Today’s trust clients demand greater diversification within their equity and fixed income portfolios and this demand is often met by the addition of real estate assets. NTREA members provide essential management services for real estate assets owned in a fiduciary capacity. Members are increasingly involved in sophisticated real estate investment and asset management including acquisitions, development, leasing, selling, financing, tax deferred exchanges and complex estate and tax planning issues. As a result trust real estate professionals have become an integral part of investment and advisory teams.

Real estate is becoming both a higher profile and more profitable segment of fiduciary investment portfolios. Real estate assets differ markedly from financial assets and therefore present unique challenges and opportunities. These assets require managers with a special set of skills which includes property management, environmental liability awareness and a familiarity with local and national real estate markets and trends. Through networking and program participation, members have the opportunity to enhance these skills as well as to increase their knowledge of fiduciary law and regulations pertaining to real estate.