July 19, 2022

What is CRE Credit?

Article 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 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

July 05, 2022

Your Advisory Fees and 1031 Exchanges

1031 Exchanges/DSTs Article

More and more, fiduciaries are turning to private real estate to diversify their clients’ portfolios, provide an alternative source of income, generate non-correlated return profiles, and offer tax be[...] Read More

June 30, 2022

Robust Investor Interest Continues to Fuel Opportunity Zone Investments

QOZs Article

When the Opportunity Zone (OZ) investment program was launched as part of the 2017 Tax Cuts and Jobs Act, many had high hopes this tax-advantaged piece of legislation would draw widespread investor in[...] Read More

June 02, 2022

1031 Exchange Documents for a Successful Transaction

1031 Exchanges/DSTs Article

In previous posts, we have discussed the requirements of a 1031 Exchange and the importance of complying with those requirements to help ensure a successful transaction. Fortunately, there is a series[...] Read More

April 07, 2022

Transform Your Clients’ Tax and Estate Plans with DSTs

1031 Exchanges/DSTs Article

Discover how you can expand your services to clients who own investment property. Read More

March 31, 2022

Why are fiduciaries asking about the 1031 exchange?

1031 Exchanges/DSTs Article

Chances are, you have clients who hold investment property and may have heard them mention a 1031 exchange. That wouldn’t be surprising, considering this 100-year-old provision of the Internal Revenue[...] Read More

September 09, 2021

Can Commercial Real Estate Serve as a Hedge Against Inflation?

Capital Markets/Commercial Real Estate Article

Worried About Inflation? Look to Commercial Real Estate as a Potential Hedge. From the gas pump to the grocery store, consumers have been feeling the pinch of rising prices as the country recovers fro[...] Read More