The advice to diversify investments has been heeded by individuals and entities alike – and the ownership of interests in commercial real estate assets has grown. While ownership has grown, professional advisors customarily charged with advising on investment portfolios do not have the experience or knowledge needed to advise on commercial real estate assets. Real…

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.¹ The Tax Cuts and Jobs Act (TCJA) made sweeping revisions to the federal tax…

Many stocks — such as Walmart, Dell and Google — trade on the New York Stock Exchange (NYSE) or another public stock exchange. Shares in public companies can be converted to cash within a few days. But privately-held business investors do not have the same luxury. Their investments can take months or even years to sell….