Now more than ever, high net worth investors have endless opportunities to preserve and grow capital via private commercial real estate investments. Along with traditional real estate managers operating limited partnerships/funds, the innovations of “fintech” have brought us real estate…

Experiencing a liquidity event after you’ve sold your company can be a highly satisfying experience. After years of putting in “sweat equity”, the time has come to cash your hard earned check! At times, however, the reality may start to…

When it comes to reading all the information about commercial real estate market trends, the process can be overwhelming for new investors. Sorting through the data takes a practiced eye, so we recommend that new investors rely on an expert…

A liquidity event, whether it’s the sale of a business, an initial public offering, or any other kind of asset disposition, brings on a new challenge: investing the proceeds in a manner that preserves wealth and aligns with your long-term…

You’ve put your all into grand dreams of growing your nest egg, whether through building your business, or through enhanced stock performance from the past several years of strong public market returns, and are now to the point of realizing…

A liquidity event is much more than an event – it kick-starts a new role in your life. Whether you finally converted your “sweat equity” into cold hard cash, have just received an inheritance, or have exited a successful business…

Alternative investments, specifically in private real estate, have become a more prominent part of high net worth investor portfolios in recent years. As the perception of potential investment cycles, uncertainty, and interest rate movements exist in the public markets, accredited…

A REIT, or Real Estate Investment Trust, is a company owning or financing income-producing real estate. Private real estate investing is the use of private individuals’ money (not a corporation’s funds) to purchase privately held real estate assets, usually for…

A volatile stock market in 2019 and increasing treasury rates has many investors questioning the direction of the market and if their asset allocation has them prepared for what is to come. Instead of losing sleep at night while worrying…