Underwriting Fundamentals
This high-level walkthrough of underwriting basics, sponsor selection, and deal diligence is guided by AdaPia d'Errico & is intended to give investors a glimpse of what we do to evaluate every CRE deal we come across.
Investor Resources
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Defined Benefit Plans: The Ultimate Tax & Retirement Strategy
This article was written and contributed by Paul Sundin, CPA and the President of Emparion, a third-party administrator of defined benefit plans and other tax structures. If you are considering setting up a plan or are looking for a free illustration, visit their website at www.Emparion.com
Tax Planning for Real Estate Investors in 2021 & Beyond
Proper tax planning and strategy is a key to keeping the wealth that one builds with real estate investing.
What It Takes to Turn an Insight into a Game Changing Business
The story of how a lifelong entrepreneur revolutionized an industry by starting a business to solve an issue he noticed on day one of his professional career.
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How to Evaluate Passive Real Estate Investment Opportunities
An experienced investor’s holistic approach to passive real estate investing.
The 18-Year Economic Cycle and its Effect on Real Estate & Business
An in-depth discussion around the history of Boom & Bust Economic Cycles, the role of Real Estate in the cycle, and the leading indicators that signal where we are in the process.
How to Evaluate Real Estate Opportunities in 2021
How an experienced investor evaluates real estate projects, and how we can maximize the resources available to us to pursue our passions.
Developing Entrepreneurial Competence to Solve Our Biggest Problems
A wide-ranging and thought-proving discussion around the values of entrepreneurship, how we develop entrepreneurial skills, and how an entrepreneurial mindset helps drive professional success for small & big businesses alike.
A Top Multifamily Investor’s Response to COVID & Pricey Markets
How a commercial real estate professional took it upon himself to build, and run, a firm driven by his personal values, and how this approach benefits residents, partners, and investors.
How Financial Planning Enables Your Ideal Lifestyle
Investment insights & sage life advice from a wealth manager to those seeking fulfillment and financial freedom.
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