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Interview with Morris Esquenazi from Northwestern Mutual | BOSS Construction Group

BOSS Construction Group Podcast
BOSS Construction Group Podcast
Interview with Morris Esquenazi from Northwestern Mutual | BOSS Construction Group

Morris: The thing that everyone is talking about is is there going to be an impending recession, what’s happening with interest rate? And I think in the real estate sector that’s been really exciting

Ben: Yeah, because we’ve seen interest rates drop a little.

Morris: Right, in my world, that could be both a gift or a curse, depending on what side of the equation you’re on. Are you a lender. Are you a business owner. Or are you a consumer. So you know it depends on where you’re coming from.

Ben: Do you have clients with real estate in their portfolio.

Morris: Absolutely. So I think real estate is a phenomenal asset for a variety of reasons. Tax wise. Flexibility and a whole sleuth of other reasons. Of course, the passive income for your average investor is generally pretty attractive. But most of the time when I’m talking to clients about is their overall holistic planning, and if you’re realtor, if you’re a business owner, we talk about things like tax minimization strategies and we’ll talk about things like making sure you’re on track to retire the way that you want to that you’re estate planning is done appropriately. So it’s really more of a white glove service to make sure that every area of your financial picture is in order and sometimes real estate to taken into account to absolutely.


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