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 :

November 17, 2023

Navigating Tax-Advantaged Real Estate Investment Strategies When to Select a 1031 or 721 Exchange for Your Clients

1031 Exchanges/DSTs 721 Exchanges

In commercial real estate investing, two tax-advantaged strategies have garnered significant attention and popularity among seasoned financial professionals: the 1031 exchange and the 721 exchange/UPR[...] Read More

February 17, 2023

Preparing for a potential downturn. How to invest during a late-stage real estate cycle

Capital Markets/Commercial Real Estate

With so much media coverage of a potential recession in 2023, real estate investors are rightly concerned about how to invest and protect their portfolios during an economic downturn. And whether the [...] Read More