August 15, 2022

Considering Real Estate for your Heirs?

1031 Exchanges/DSTs Article

There are few financial tasks more important than estate planning for those with significant assets. It is sensible to not only identify the heirs of each asset, but also to ease future tax or adminis[...] Read More

August 11, 2022

Are there different types of CRE Credit?

Capital Markets/Commercial Real Estate Article

Evaluating the potential risks and returns of a commercial real estate (CRE) investment opportunity is one of the most important tasks you perform for your clients. And understanding the different lay[...] Read More

August 02, 2022

Not Sure Where to Find Real Estate Diversification?

1031 Exchanges/DSTs Article

Owning property in an investment portfolio provides a complementary source for potential return and income; however, most investors are not professionally trained with robust insights on real estate m[...] Read More

July 21, 2022

Commercial Real Estate. The Consummate Inflation Hedge?

Capital Markets/Commercial Real Estate Article

Swift and Soaring With the May 2022 consumer price index weighing in at 8.6% year over year, few believe that our 40-year high inflation is going away any time soon. And the fact the rise in consumer [...] Read More

July 19, 2022

What is CRE Credit?

Article CRE Credit

Like most financial professionals, you have likely explored a range of alternative asset classes to identify investment strategies that can help you reduce the impacts of rising rates, persistent infl[...] Read More

July 15, 2022

Zero Cash Flow DSTs

1031 Exchanges/DSTs Article

A Potential Solution to Cover 1031 Exchange Debt Requirements Meeting the debt replacement requirement is an important aspect of the 1031 tax-deferred exchange transaction. In order to earn the tax be[...] Read More

July 14, 2022

Crypto Gains? Lower Your Taxes and Invest for Impact With Opportunity Zones

QOZs Article

Have Clients with Crypto Gains? Help them defer their capital gains and access impact investing Read More

July 11, 2022

LIBOR is Gone. What is SOFR?

Capital Markets/Commercial Real Estate Article

Now that LIBOR is Gone, What is SOFR? When a global benchmark that has been the cornerstone for interest rates on floating-rate commercial mortgages is sunsetted, that is big news. The process of tran[...] Read More

July 08, 2022

Looking for a 1031 Exchange Replacement Property?

1031 Exchanges/DSTs Article

To execute a successful 1031 exchange transaction, there are specific guidelines and procedures that must be followed. Investors will need to identify a replacement property within 45 days of the sale[...] Read More