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.

More - Page 4

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.