Happy Easter! March 27, 2021 In Observance of the Easter Holiday we will be closed On Friday April 2, 2021
New Year, New Advisor ? January 11, 2021 Now that 2021 is rolling along, now may be a good to time to visit how to choose a new Financial Advisor. Please see…
The Positive Impact of ESG Investing November 2, 2020 ESG type investments have become popular because investors want to know the property they own will have a positive impact on the local community…
SEC defines Accredited Investor October 10, 2020 The Securities and Exchange Commission Wednesday amended its “accredited investor” definition to allow investors to qualify based on defined measures of professional knowledge, experience…
Vacation 1031? September 14, 2020 “Second homes” or Vacation Homes” offer another opportunity for the 1031 Exchange. Often a taxpayer’s best investment has been his vacation home and yet…
Should DSTs be Considered for Portfolio Cash Investments? July 13, 2020 Real estate via a DST investment should be considered for further portfolio diversification for cash investments for a few reasons, diversification, better overall performance,…