As high-net-worth individuals and families think about building generational wealth, they are looking for ways to create a legacy that spans...
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Where we break down smart investing strategies to help you build lasting wealth...

Why Multifamily Investing is the ‘Goldilocks’ of Real Estate for High-Net-Worth Investors
For high-net-worth individuals looking to diversify their portfolios, real estate presents an excellent opportunity to balance risk, reward,...

Cash Flow or Capital Gains? What Type of Investor Are You?
When it comes to investing in multifamily real estate, there’s no one-size-fits-all approach. Some investors are laser-focused on steady, pr...

The 5 Most Important Components of a 1031 Exchange Passive Investors Need to Understand
As we approach 2025, multifamily investors should be preparing for an increase in deal flow, driven by tightening supply and sustained deman...

Creating Alpha in Multifamily Investments: Strategies for Modern Success
Multifamily real estate has long been one of the most reliable asset classes in commercial real estate, offering steady returns through rent...

The Sun Belt: Why This Real Estate Goldmine Won’t Cool Down Anytime Soon
The Sun Belt isn’t just hot in terms of weather—it’s also one of the most scorching real estate markets in America, and it’s only getting ho...

7 Family Office Trends Shaping the Future for 2024 and Beyond
According to the 2024 Global Family Office Survey, family offices are more dynamic than ever, embracing new strategies to manage and grow th...

Benchmark Your Wealth: Are You Among the Top 10% for Your Age?
In a world where the ultra-wealthy often dominate the conversation, it’s easy to lose sight of what wealth looks like for the average person...

Leveraging Your Retirement Accounts for Passive Multifamily Investing: Why and How You Should Consider It
When it comes to retirement planning, most of us are familiar with the standard advice: contribute regularly to your IRA or 401(k), invest i...