June 02, 2025

Deferral Strategies Under Section 1033

Capital Markets/Commercial Real Estate

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May 29, 2025

Small Business Exit Strategies for Tax Efficiency

1031 Exchanges/DSTs QOZs 721 Exchanges

Owners selling small businesses are often confronted with significant tax obligations related to the sale of business assets, including real estate. For those considering selling a business, financial[...] Read More

May 19, 2025

Tariffs and Turbulence: How Trade Policy is Impacting Commercial Real Estate

Capital Markets/Commercial Real Estate

As the economy continues to react to trade tensions, this blog explores how the current macroeconomic landscape is influencing the commercial real estate (CRE) industry. Read More

May 15, 2025

Strong Fundamentals, Strong Future: Multifamily Resilience in 2025

Multifamily

The multifamily sector continues to demonstrate strength and resilience amid economic uncertainty. As shifting market dynamics challenge various industries, we believe multifamily real estate remains [...] Read More

May 09, 2025

The Power of Tax Deferral in Real Estate: 1031/721 Exchange vs. Cash-Out

1031 Exchanges/Guides 721 Exchanges

When it comes to real estate investment strategies, Section 1031 and 721 exchanges offer an attractive opportunity for investors seeking to maximize real estate investment potential. Read More

April 15, 2025

RV Communities: An Unexpected & Growing Investment Opportunity

Manufactured Housing

Recreational vehicle (RV) communities, once considered a niche market and even more niche investment opportunity, have transformed into a booming long-term investment strategy. Read More

April 09, 2025

Resilience of Commercial Real Estate Amid GDP Fluctuations

Capital Markets/Commercial Real Estate

The tariff announcements of early April have sent shockwaves through financial markets and introduced a significant degree of uncertainly into investment decisions. Read More

March 24, 2025

Now’s the Time to Rebalance Portfolios, Before the Market Does It for You

Capital Markets/Commercial Real Estate

Timing the market is generally a losing game. Instead of waiting for the perfect moment, investors and financial professionals should consider reallocating portfolios sooner rather than later. Read More

March 14, 2025

Video - 721 Exchange: An Essential Tax Planning Strategy for Real Estate Investors

721 Exchanges Video Post

This informative educational video breaks down the 721 exchange process, it’s benefits for investors and how it compares to the typical 1031 exchange. Read More