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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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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The Impact of COVID-19 on Senior Housing
Challenges, Recovery, and the Importance of Experienced Operators
Senior Housing as an Investment
An overview of Market Dynamics, Supply & Demand, and Key Investment Considerations
Reframing Affordable Housing For Today’s Market
Real estate developer Evan Holladay explains how the public perception of affordable housing is changing and discusses his unique approach within this sector
Unpacking The Results of the Ellevest Women’s Financial Health Index
Ellevest CIO Sylvia Kwan talks about the results of the Women’s Financial Health Index and describes the shifts she’s seen in women’s investing habits, goals, and priorities
An Expert Perspective on Today’s Commercial Real Estate Market
40-year CRE veteran Todd Weaver shares the strategies and mindsets he’s using to navigate our current market conditions.
The Energy of Money and Finding Purpose as a Passive Investor
A multifamily real estate professional explains how viewing money as energy will allow you to find greater alignment between your investments and your life’s purpose.
Solving the World’s Problems with Venture Capital
A serial entrepreneur explains why he’s focused on mitigating the “age of disasters.”
How to Secure Your Financial Future
Checking in with a wealth advisor about planning for the future in our current economic climate.
Investing in Times of Uncertainty
Three Keys Investment Founder Julie Holly explains why it’s important to keep investing even when economic conditions seem less than ideal.
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