News & Insights

Alternative Investments Beyond the Returns: The Tax Strategy Most Investors (and Their Advisors) Overlook

June 17, 2026

An advisor sits down with a high-earning client facing a seven-figure tax liability. Maybe it’s a surgeon pulling in $2M annually, maybe it’s a business owner who…

The Clock Is Ticking: What Happens After Opportunity Zones Expire?

April 9, 2025

Investments, Taxes

Opportunity Zones have given investors a unique way to reduce capital gains tax liability while supporting underserved communities. But one of the program’s most valuable benefits—the ability…

CPAs’ Key Role in Multifamily Real Estate Tax Planning

February 26, 2025

Multi-Family Real Estate, Taxes

Tax season is a critically important time for multifamily real estate investors. Every dollar saved in taxes is a dollar that can be reinvested into your portfolio.…

How a 1031 Investment Keeps Your Money Working for You

February 26, 2025

Investments, Multi-Family Real Estate, Taxes

When you sell an investment property, you usually have to pay capital gains tax on any profit you make. But what if you could put that money…

How Broker Dealers Drive Multifamily Success Real Estate Partnerships

January 9, 2025

Investments, Managing Broker Dealer, Multi-Family Real Estate

The multifamily real estate sector continues to thrive as demand for housing remains strong across the U.S. Developers are on track to deliver 550,000 new multifamily units…

Drilling Down: Key Insights on Oil and Gas Direct Investments

December 17, 2024

Investments, Oil and Gas

Direct participation programs (DPPs) offer investors an opportunity to take a hands-on approach to energy production. Unlike purchasing stock in BP, Shell, or one of the other…

How Oil and Gas Investments Are Evolving in a Renewable Future

October 10, 2024

Investments, Oil and Gas, Renewable Energy

With peak oil production likely to occur before the end of the decade, the race is on to find the next reliable power source of the future.…

Unique Real Estate Niches: Potentially Profitable Investment Options

September 17, 2024

Investments

As any type of investment becomes more popular, savvy investors must look beyond traditional opportunities to find ventures that offer appealing potential. Unique real estate investments offer…

Single-Family vs. Multifamily: Which Best Fit for Your Portfolio?

September 11, 2024

Investments, Multi-Family Real Estate

When first adding real estate to their investment portfolios, most investors start by purchasing a single-family home and begin renting it out. The majority of investors who…

The Social Impact of Investing in Multifamily Real Estate

April 29, 2024

Investments, Multi-Family Real Estate

Multifamily real estate investments offer the unique opportunity to combine profit-driven goals with societal impact, enabling investors to strengthen their portfolios while making a meaningful contribution to…

Risk and Cap Rates: Managing Real Estate Investment Uncertainty

April 2, 2024

Investments, Multi-Family Real Estate

If deciding to add multifamily investments to your portfolio, it’s essential to understand cap rates if you want to master risk management in real estate. A foundational…

Multifamily Cap Rates: Understanding Investment Profitability and Risk

March 19, 2024

Investments, Multi-Family Real Estate

In real estate, understanding the critical concepts behind multifamily cap rates can give investors the knowledge needed to make informed decisions. For those asking, “What is a…

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