December 19, 2024

Make PALs with your PIGs: Discover the Potential Benefits of Passive Income Generators

Capital Markets/Commercial Real Estate Passive Income Generators

Investors that have multiple passive real estate investments in other passive programs with expenses that exceed cash flow will generate passive activity losses. In many cases, managing taxable income[...] Read More

December 17, 2024

Key Real Estate Themes to Watch in 2025

Capital Markets/Commercial Real Estate

2025 presents an interesting opportunity in commercial real estate (CRE). With a pullback in valuations and expected strong fundamentals going forward, some key themes are emerging... 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

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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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