August 11, 2022

Are there different types of CRE Credit?

Capital Markets/Commercial Real Estate blog-post

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 blog-post

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 28, 2022

Can CRE Credit serve as an interest rate hedge in a rising rate environment?

Capital Markets/Commercial Real Estate blog-post

The Federal Reserve is raising interest rates aggressively this year to help slow the highest inflation we have seen in forty years – and it is negatively impacting the bond markets. According to a re[...] Read More

July 25, 2022

Zero Cash Flow DSTs

1031 Exchanges/DSTs blog-post

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 21, 2022

Commercial Real Estate. The Consummate Inflation Hedge?

Capital Markets/Commercial Real Estate blog-post

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?

blog-post CRE Credit

Like most advisors, 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 inflation, and vola[...] Read More

July 14, 2022

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

QOZs blog-post

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 blog-post

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 blog-post

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

July 07, 2022

Video: Commercial Real Estate Sector Update - Manufactured Housing Communities

Capital Markets/Commercial Real Estate video-post

Historically, manufactured housing communities have been a top performing commercial real estate (CRE) sector. In this video, learn how rising interest rates and surging inflation could potentially im[...] Read More