News and Updates
How Valuation Discounts Reduce Taxable Gift Value — and When They’re Legitimate
When you gift assets to children, the value of the gift is what matters. Cash is simple. Fifteen thousand dollars is fifteen thousand dollars. Interests in a business or real […]
Starbucks, Walgreens, and the Case for Diversification: Triple Net Lease Strategy
Real estate can be a powerful complement to a traditional portfolio, especially when structured for predictable cash flow and lower maintenance. For many investors, that means exploring triple net lease […]
When Family and Finance Collide: Managing Concentration Risk
It’s not uncommon for family and finance to intertwine—especially when a relative’s business takes off. I recently spoke with someone whose situation illustrates the challenge well: roughly 40% of their […]
The Capital Call Dilemma: Double Down or Walk Away?
One of the hardest parts of alternative investing is what happens when things don’t go as planned. We hear this situation more than you might think: an investor joins a […]
Due Diligence for Private REITs in Senior Living
“We’ve been pitched a few opportunities to invest in senior living communities through a private REIT. Between aging demographics and rising care needs it seems like a strong trend. What […]
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