April 08, 2021

DST Sponsor Due Diligence

DST Due Diligence

What to know when evaluating a DST sponsor A Delaware statutory trust, or DST, is an investment vehicle that offers an accredited investor the opportunity to own a fractional interest in institutional[...] Read More

March 23, 2021

How a Zero Cash Flow Investment May Help Some 1031 Exchangers

1031 Exchange

A Compelling Solution for Investors When Debt Replacement Requirements Take Precedence On the surface, the premise does not make much sense. Why would an investment property owner conducting a 1031 ex[...] Read More

March 09, 2021

Common Misconceptions About Opportunity Zone Investing

Real Estate Opportunity Zones

As Interest in Opportunity Zone Investing Grows, So Does the List of Investor Questions Ever since the Tax Cuts and Jobs Act was signed into law on December 22, 2017 and investing in opportunity zones[...] Read More

February 24, 2021

CRE Strategies Navigate Market Cycles

Commercial Real Estate

Demand for commercial real estate (CRE) generally reacts to the ebbs and flows of the broader economic market. The economic cycle, often called the business cycle, is the fluctuation of the economy be[...] Read More

February 09, 2021

A Digital-First Roadmap for Financial Professionals

Advisor Solutions Growing Your Practice Inbound Marketing

Most people read online reviews, compare vehicles, and watch test drives on YouTube before buying a car. We take virtual house tours before stepping foot in what might become our dream home. More peop[...] Read More

January 26, 2021

Commercial Real Estate Impact and Opportunities Amidst a Global Pandemic

Commercial Real Estate

The August 2020 jobs report significantly exceeded expectations, with large increases in leisure, hospitality and retail employment opportunities adding credibility for a “V”-shaped recovery from the [...] Read More

January 12, 2021

Possible Unintended Outcomes if 1031 Exchange is Altered

1031 Exchange

Eliminating the use of Section 1031 of the Internal Revenue Code by certain high net worth investors could negatively impact individual investors, small business owners, and the overall economy. Durin[...] Read More

December 29, 2021

Helping Financial Professionals Find and Focus on Priorities

Advisor Solutions Growing Your Practice

Insights from Financial Professional Coach Brian Margolis on Being Intentional and Relevant Most financial professionals know about the 80/20 rule in which a small number of actions are responsible fo[...] Read More

December 08, 2020

FAQs About Opportunity Zones

Opportunity Zones

As Interest in Opportunity Zone Investing Grows, So Does the List of Investor Questions When Opportunity Zones were created under the 2017 Tax Cuts and Jobs Act and signed into law by the President, u[...] Read More

November 24, 2020

A Financial Professional's Guide to Virtual Business Building

Advisor Solutions Technology Growing Your Practice

When the COVID-19 pandemic hit, financial advisors almost overnight faced business disruption. Gone were in-person lunches, seminars, and almost every common business development practice. While the n[...] Read More