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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What 80% of CRE Investors Get Wrong About Insurance
An entrepreneur who is passionate about serving and teaching his community speaks to the importance of a reliable insurance policy in commercial real estate investments.
A Candid Conversation with a Unique Wealth Manager Who Focuses on Impact, Meaning and Purpose
An experienced wealth manager joins us to discuss portfolio building, inflation, real estate, but more importantly, his inspiration for helping other professionals achieve financial and family success.
Is Retail CRE A Good Investment Opportunity?
Simple & digestible lessons passive investors can use to better understand and evaluate real estate deals in the Retail & Office sectors of CRE.
Current Trends Shaping the Future of Senior Housing Investments
In-depth insights into the many trends, challenges, & opportunities in the Senior Housing segment of CRE, from a seasoned industry expert.
The Secret to Success from a Prolific Creator and Venture Capitalist
An insightful discussion on the many ways our upbringing, personality, and background can influence or motivate many of our professional ambitions and life goals.
The Future of the Office: How Space Shapes Culture, and Culture Shapes Space
How the pandemic and reopening is shifting the needs, attitudes, and approaches of office tenants by submarket across the country.
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