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 05, 2022

Your Advisory Fees and 1031 Exchanges

1031 Exchanges/DSTs blog-post

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 blog-post

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 blog-post

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 blog-post

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 blog-post

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 blog-post

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