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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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.
Being a Financially Fearless Woman
Purse Strings founder Barbara Provost explains how the finance sector continues to fail women and shares what she’s doing to change that.
An Inside View of Nonprofit Finance and Investing
LENDonate founder Vivienne Hsu shares an inside look at how nonprofits are funded and explains how accredited investors can give back through her unique platform.
Structuring Real Estate Deals & Investing in Franchises and RV Parks
A real estate attorney highlights common legal concerns that new investors miss, and shares his experience in running franchises and investing in RV parks.
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