Category Archives: Blog

Black Swan

The Stock Market is more like Vegas and less like a clearinghouse for credible companies seeking capital from disciplined investors. It’s full of IPOs and companies selling the next big thing with no history of profits or steady operations to unsuspecting investors looking to cash in on the next Amazon. It’s full of speculators trying […]

Tax Benefits of Private Real Estate Offerings

America is an amazing country built on the cornerstones of individual freedom and capitalism infused with a spirit of innovation and entrepreneurship. Like it or hate it, the odds are stacked in favor of risk-takers, entrepreneurs and capitalists. The tax code, in particular, provides multiple incentives and benefits to encourage entrepreneurship and investment. Unfortunately for […]

Research-Based Investing – Alternatives Q&A With Michael Foley

I recently did a Q&A interview regarding alternative investments and given the current economic situation, I wanted to share that interview with you. # # # As the equities market experiences volatility like never before, investors are turning to an asset class long used by institutional and ultra-high-net-worth (“UHNW”) investors to shield from Stock Market uncertainty […]

It’s Next Time Already

On March 10, 2000, while riding on the wave of the dot-com frenzy, the Nasdaq Composite Index hit an intraday high of 5132.52. We all know what happened next – the dot-com bubble burst. By October 2002, the index had fallen 78.4% to 1108.49. Retirements and paper wealth went up in smoke. In the aftermath, […]

REITs vs. Syndications

Commercial real estate (“CRE”) has long attracted investors for its cash flow, appreciation, and capital preservation advantages. Unfortunately, very few investors have the expertise or substantial capital to acquire commercial real estate on their own. Fortunately, there are passive investment alternatives investors can turn to enjoy the financial benefits of CRE investment without the steep […]

The Right Perspective

The Dow closed below 20,000 for the first time since January 20th, 2017, the day President Trump was inaugurated. After setting a closing record of 29,551.42 on February 12th of this year, it has since lost every gain since Inauguration Day on fears of the COVID-19 (Coronavirus) pandemic – closing at 19,898.92 as of the […]