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September 23, 2025

By: Denise Kramer, CFA, SVP Manager of Investment Products

Alternative Real Estate: A Growing Force in Institutional Portfolios

Capital Markets/Commercial Real Estate

The commercial real estate market is evolving, and so ...

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June 16, 2025

By: Denise Kramer, CFA, SVP Manager of Investment Products

Small Business Exit Strategies for Tax Efficiency

1031 Exchanges/DSTs, QOZs, 721 Exchanges

Owners selling small businesses are often confronted ...

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March 18, 2025

By: Denise Kramer, CFA, SVP Manager of Investment Products

721 Exchange Investors: What Happens Next?

721 Exchanges

The increasingly popular 721 exchange offers real ...

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February 20, 2025

By: Denise Kramer, CFA, SVP Manager of Investment Products

Now’s the Time to Rebalance Portfolios, Before the Market Does It for You

Capital Markets/Commercial Real Estate

Timing the market is generally a losing game. Instead ...

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November 26, 2024

By: Denise Kramer, CFA, SVP Manager of Investment Products

The Market is Calling Real Estate’s Comeback

Capital Markets/Commercial Real Estate

Why Now May be the Perfect Time for A Strategic Real ...

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August 9, 2024

By: Denise Kramer, CFA, SVP Manager of Investment Products

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 ...

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July 10, 2024

By: Denise Kramer, CFA, SVP Manager of Investment Products

Understanding 1031 and 721 Exchanges

1031 Exchanges/DSTs, 721 Exchanges

Which Strategy is Right for Your Clients? For ...

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December 29, 2023

By: Denise Kramer, CFA, SVP Manager of Investment Products

Complimenting the Core Four: Leveraging Alternative Sectors for a Diversified CRE Strategy

Self Storage, Student Housing, Healthcare

Following a disappointing year for stocks and bonds in ...

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December 19, 2023

By: Denise Kramer, CFA, SVP Manager of Investment Products

Looking Beyond the Big Four

Self Storage, Student Housing, Industrial/eCommerce, Healthcare

Why Diversifying into Alternative Real Estate Sectors ...

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