October 03, 2024

Easing Interest Rates Pave the Way for Real Estate Expansion

Capital Markets/Commercial Real Estate

As we enter the second half of 2024, the real estate market is poised for a period of opportunity. We believe a key factor contributing to this positive outlook is the recent decline in interest rates[...] Read More

September 12, 2024

Deferral Strategies Under Section 1033

Capital Markets/Commercial Real Estate

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September 05, 2024

The Compelling Case for Senior Housing

Healthcare Senior Housing

A real estate strategy can be a cornerstone of a well-diversified portfolio, offering opportunities for income, appreciation, and tax benefits. Understanding the various structures within private real[...] Read More

August 29, 2024

Demographic Shifts: Unlock Real Estate Growth Potential

Capital Markets/Commercial Real Estate Student Housing

As we look towards the future of real estate, we believe demographic shifts present a wealth of opportunities for growth and investment. Read More

August 15, 2024

A Private Real Estate Suitability Primer

1031 Exchanges/DSTs Capital Markets/Commercial Real Estate

Tailoring the right strategy to the unique needs of every client Read More

August 09, 2024

When It Comes to Real Estate Investing, Not All Sectors are the Same

Capital Markets/Commercial Real Estate Manufactured Housing Self Storage Student Housing Healthcare

As a financial professional, you continually assess the market landscape to determine the best moves for your clients. One area you might have shied away from is commercial real estate, as headlines h[...] Read More

July 23, 2024

Leveraging Commercial Real Estate as a Diversification Tool for Client Portfolios

Capital Markets/Commercial Real Estate

In recent years, financial professionals have increasingly turned to commercial real estate (CRE) as a valuable investment to diversify and strengthen client portfolios. This shift has been driven by [...] Read More

July 10, 2024

Understanding 1031 and 721 Exchanges

1031 Exchanges/DSTs 721 Exchanges

Which Strategy is Right for Your Clients? Read More

July 09, 2024

5 Compelling Reasons to Invest in Manufactured Housing Communities

Manufactured Housing

As the housing market continues to evolve, manufactured housing communities (MHCs) are emerging as a compelling investment opportunity. These communities, where residents lease land to place their man[...] Read More