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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Alpha Investing Targets a New Asset Class: Single-Family Rentals
According to Freddie Mac, there were approximately 43 million renter households across the United States in 2019, representing 36% of all households.
Should You Invest in Bitcoin?
Is Bitcoin an asset or a currency, and is it worth investing into?
From Real Estate Novice to Teaching Financial Wellness
A successful real estate investor and financial coach shares how she went from a timid first-time buyer to a confident landlord and owner.
The Real Estate Philosopher’s Advice on Success, Investing, and Wealth
An accomplished real estate attorney and investor shares his keys to success for growing a business and investing strategically in prosperous deals, all while maintaining a charitable focus that gives back to the community.
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.
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