Find Smart Real Estate Deals First, Then Wrap Great Tax Planning Around Your Investment Sophisticated tax planning is not a “DIY” activity: like the other aspects of your wealth preservation plan, you should leverage your personal CPAs to help you…

Alternative investments in private real estate are not a “one-size fits all” answer to the investment goals of all high net worth investors, yet there are many situations where they can play a relevant role. Because private real estate typically…

Registered investment advisors (RIAs) are increasingly turning to private real estate as a way to augment clients’ performance and help them in their considerations of today’s market volatility. Indeed, private real estate is now more popular than ever with RIAs…

When seeking out alternative investments, the first concern investors typically have is whether alternatives can outperform the public markets as well as the correlation of alternatives to public market options. The most common public market benchmark investors use for comparisons…

The flip side to any liquidity event is the tax liability triggered from selling something you own that has appreciated in value. While there may be ways to defer taxation on the sale of a business, commonly available tax deferral…

There’s more to investing in real estate than timing the market. Each part of the market cycle offers a unique set of opportunities, risks and factors that play a material part in any real estate investment.At MLG Capital, our goal…

Private real estate investments offer many opportunities for high net worth investors, family offices, and RIA’s, but with opportunity comes risk. Along with your standard due diligence of an investment opportunity, there are several basic questions every investor should ask…

Building a portfolio requires an accurate assessment of your personal financial objectives, but sometimes the biggest challenge is knowing the best questions to ask. While you will need to develop additional questions tailored to your unique situation, and consult your…