The final category of passive alternative investments that the ultra wealthy leverage is hedge funds. The larger and more sophisticated the investor, the more they like hedge funds. This asset class is often used by institutional investors to protect against volatility, while also achieving diversification and high returns. So join us as we pull back...

To learn what’s happening in different sectors of commercial real estate in a post-pandemic world, we spoke with Gary Stache, an EVP in investment sales at CBRE for 40 years. This 38-time top ten producer, involved in transactions totaling $4B, shares his insight on the future of the office and retail sectors and where there...

One of the primary tools the ultra-wealthy use to defer taxes and maximize their investments in real estate is 1031 exchanges. This tax-advantaged strategy is unique to real estate, and today's guest will be sharing how all real estate investors can leverage it. Brandon Bruckman's firm facilitates 1031 exchanges and DST investments for their clients....

One of the biggest obstacles investors face is finding and performing due diligence on investment, operators, or sponsors. How should you go about evaluating an opportunity to really know what you're getting into? Lance Pederson, founder of Verivest, has made it his professional mission to bridge the gap between investors and sponsors, alleviating some of the headaches...