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Insights


How Diversified Real Estate Can Provide Value and Income to Wealth Advisors
In today's low-yield environment, real estate stands out as an attractive option for portfolio diversification and income enhancement.


Saying Goodbye to an Old Friend, the 60/40 Portfolio
As the investment landscape evolves, traditional low-risk assets like Treasury bonds have become less appealing due to their near-zero yield


Direct Real Estate Preferred Equity Income Opportunity in Multi-Family
Traditionally inaccessible high-profile, multi-use real estate projects are now being offered directly to investors, bypassing intermediary


How Much Can Property Management Add to Investment Returns?
Dive into the tangible benefits of refining property management for multi-family properties, using recent Chicago data


Tax Planning? Why Investors Should Think About Conservation Easements
Access the Full Report Conservation easements provide investors with a way to preserve land for environmental or historical purposes...


Retail Real Estate: An Under-Appreciated Asset Class
Access the Full Report Investing in retail real estate requires a nuanced approach, considering factors like market dynamics, asset...


Home Equity Contracts
Access the Full Report Home Equity Contracts: Innovative equity financing solution for the $32 Trillion Dollar U.S. Residential Market...

Opportunity Zones: A Positive Impact for Communities and Investors
Access the Full Report Investors considering allocating to a QOF can benefit from various incentives, including community revitalization,...


REIT Preferred Stock - A Niche Market Opportunity
Access the Full Report Investors seeking solid current income and preservation of capital Real Estate Investment Trusts (REITs) offer...

Middle Market Real Estate: An Inefficient Market Prime For High Yields
Access the Full Report Better pricing and better structure in the middle market Middle Market Real Estate is an inefficient market with...
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