Denise Kramer, CFA, SVP Manager of Investment Products

Denise Kramer, CFA, SVP Manager of Investment Products

Posts by Denise Kramer, CFA, SVP Manager of Investment Products :

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

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 10, 2025

721 Exchange Investors: What Happens Next?

721 Exchanges

The increasingly popular 721 exchange offers real estate property owners a way to dispose of their property by contributing real property in exchange for interests in an operating partnership of a rea[...] Read More

October 17, 2024

The Market is Calling Real Estate’s Comeback

Capital Markets/Commercial Real Estate

Why Now May be the Perfect Time for a Strategic Real Estate Sector Allocation Read More

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 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 10, 2024

Understanding 1031 and 721 Exchanges

1031 Exchanges/DSTs 721 Exchanges

Which Strategy is Right for Your Clients? Read More

December 29, 2023

Complimenting the Core Four: Leveraging Alternative Sectors for a Diversified CRE Strategy

Self Storage Student Housing Healthcare

Following a disappointing year for stocks and bonds in 2022 and an uneven recovery throughout 2023, many financial professionals are searching for better ways to diversify their asset allocations. For[...] Read More

December 19, 2023

Looking Beyond the Big Four

Self Storage Student Housing Industrial/eCommerce Healthcare

Why Diversifying into Alternative Real Estate Sectors Makes Sense The "big four" commercial real estate sectors – industrial, multifamily, office, and retail – have long held the spotlight. However, c[...] Read More