Middle-Market Investing: Potential Challenges
Middle-market investing is a niche estate planning strategy focusing on private equity real estate (PERE) properties considered too big for small businesses to invest in and too small for large…
Alternative Investments: Unlocking Wealth Potential Beyond Stocks and Bonds
What are alternative investments? Alternative Investments go beyond publicly traded assets such as traditional stocks, bonds and cash; some non-traditional offerings available to accredited investors can include Private Equity Real Estate (PERE),…
What is Accreditation? It’s the Key to Unlocking Private Equity Offerings Unavailable to Public Markets
Accreditation is when an investor proves their income or net worth before they can invest in most alternative investments such as private equity, venture capital and real estate. The risk-return…
What is the Risk-Return Profile for an Adaptive Reuse Property?
In support of their wealth estate planning goals, people invest in adaptive reuse properties because they typically generate higher returns, enhance portfolio diversification and shelter wealth against markets in turmoil.…
Simplifying the Risk-Return Profiles of Real Estate Investments
Understanding core, core plus, value-add and opportunistic investment strategies can help you predict the potential risk and return profiles for most commercial real estate (CRE) asset and fund offerings. The…
5 Popular Alternative Investment Management Strategies
Alternative investment management is becoming increasingly popular as many investors search for diverse assets to complement their current portfolio of traditional investments in stocks, bonds and mutual funds. The idea…
How to Amplify Your Capital Returns Using Leverage to Invest in Commercial Real Estate
Using leverage, or debt financing is an important investment tool in commercial real estate investing that you should understand. Employing this tactic is a great way to diversify your portfolio…
How to Understand Cap Rates and NOI in Commercial Real Estate Investing
Commercial real estate (CRE) investing can support your estate planning goals by potentially generating passive income and building wealth for you over time. In this article, we’ll break down what…
How to Understand Annualized Returns & Leverage to Help Stabilize Your Portfolio
Are you looking to obtain financial security for yourself and your family? Achieving this stability requires a deep understanding of two important investing concepts on annualized returns and leverage. Continue…
Why Core Plus Real Estate May be Good for Your Portfolio
This estate planning tool not only diversifies your portfolio but can disperse predictable income while proactively growing your investment. Core Plus investing in commercial real estate is a strategy for…