What to Consider When Investing in Alternative Investments
Discover essential insights for effectively investing in alternative assets, focusing on manager selection, structure, and portfolio integration for optimal outcomes.
The Valuation Gap in Private Credit: Why Stable Prices May Not Reflect Current Risk
Explore the valuation gap in private credit, its impact on risk perception, and how to evaluate investments in today's changing market landscape.
Using 1031 Exchanges to Preserve Real Estate Wealth Across Generations
Multigenerational estate planning is not only about transferring assets. It is about transferring outcomes.
Technology Impact on Business Valuation Before an Exit
For many business owners, valuation is assumed to be a function of revenue, margins, and growth. Technology is often viewed as a supporting detail rather than a value driver. In exit scenarios, that assumption can materially misprice risk.
Questions to Ask Buyers Before Selling Your Business
For many business owners, buyer interest arrives before preparation. A conversation starts. Momentum builds. Assumptions form. By the time questions are asked, leverage may already be shifting.
How Interest Rates Affect Risk and Returns in DST Investments
Interest rate risk is often discussed broadly in real estate, but it takes on a more specific meaning in Delaware Statutory Trust (DST) investments.
How Founders and Business Owners Use GRATs to Transfer Appreciating Assets and Reduce Estate Taxes
Founders and closely held business owners often face a planning problem that is both simple and unforgiving.
How Asset Divisibility Shapes Real Estate–Centered Estate Planning
For families with significant real estate holdings, estate planning challenges are rarely theoretical. They are structural.
Financial Issues That Reduce the Value of a Business Sale
Most failed or discounted business sales do not collapse because a buyer disappears. They unravel because financial issues surface late, when leverage has already shifted and options have narrowed.