The Fundamentals of Modern Portfolio Theory
When developing your portfolio, your financial advisor likely uses modern portfolio theory to help you choose the right assets and investment opportunities for your goals. However, this landmark theory in…
Commercial Investment Options Most Investors Overlook
After being burnt out on residential real estate, most of us begin our deep dive into commercial real estate investing. We realize the valuation process is not at all in…
Is A Sale and Leaseback Right For Your Business?
COVID-19 has left many businesses in over their heads with debt and with fewer financial options to recover from it. Many are still playing catch-up from nearly six months of…
The Ideal Asset Allocation Model
Experienced investors know all too well the importance of asset allocation when building or restructuring their portfolios. In your younger years, you may have been either too cautious or too…
Benefits of Utilizing a 1031 Exchange
After years of smaller or more actively managed investments, most investors tire of the day-to-day headaches and look for something more substantial. Commercial real estate investments can provide fewer headaches…
Using a DST For Commercial Property Investments
A Delaware Statutory Trust or DST can be an effective 1031 replacement property solution to build long-term wealth. As with any real estate investment, there are risks in investing in…
3 Keys To Commercial Portfolio Analysis
When investing in real estate, it’s always important to do your due diligence. However, when you are looking at the possibility of investing in a commercial real estate portfolio that…