10 Reasons for Optimism in the U.S. Housing Market (and Compelling Counters)
As a real estate investor, it will be on you to weigh these factors in balance with each other so that you can make more effective real est
December 20, 2024
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Holding Company Blog
Essays and research on holding-company strategy, acquisitions, real estate, capital allocation, and building durable businesses for the long term.
10 Real Estate Investment Exit Strategies To Consider
The last thing you want is to get stuck with a property that’s losing money and you no longer want—which is why having a real estate exit s
December 20, 2024
The Top Features to Look for in a Robo-Advisor
For the first time ever, everyday investors are giving robo-advisor platforms a serious look. In many cases, people are entrusting their we
December 18, 2024
The Pros and Cons of Using a Robo-Advisor
The worlds of investing and wealth-building are constantly evolving. Technology infuses its innovative tentacles into every crevice of the
December 18, 2024
The Differences Between Idiosyncratic Risk vs. Systematic Risk
In this article, I’ll explain what idiosyncratic risk is, what systematic risk is, and how the two come into play when evaluating different
December 18, 2024
The Differences Between BDCs and Private Equity
Private equity funds are set up as partnerships. The fund’s general partner manages the investment funds of its limited partners in exchang
December 18, 2024
Stock Sale: Pros & Cons of a Corporate Stock Sale
There are some downsides in this scenario. The buyer tends to lose the tax benefit of future tax write-offs because there is no basis step-
December 18, 2024
Startup Consulting: Pros and Cons of Consulting for Startups
Too many founders launch startups because they need a job, are tired of working for “the man,” or have a sudden epiphany and feel compelled.
December 18, 2024
Spin-off vs. Split-off vs. Split-up: Avoiding Tax & Risk in Acquisitions
Certain corporate structuring options allow for tax avoidance and other favorable terms for the business to continue forward with less risk
December 18, 2024
Should You Sell to "We Buy Houses for Cash" Companies?
According to a study conducted in late 2021, all-cash home sales are at their highest point since the first quarter of 2015.
December 18, 2024
Recapitalizations - Guide to Corporate Financial Recapitalizations
Any business owner, whether young or old, has investigated a succession plan or at least wrestled with the idea of selling their business.
December 18, 2024
Pros and Cons of Investing in REITs
If you’re looking for a way to diversify your portfolio and get involved in real estate investing, there are a multitude of options.
December 18, 2024
Private Equity Due Diligence: Process & Timing of M&A Due Diligence
There are countless due diligence checklists available online, which can certainly be helpful in knowing which questions to ask and how to
December 18, 2024
Performing a Strategic Business Plan Market Analysis
Your market analysis not only provides an overview of your industry, but also the conclusions you were able to draw from your market resear
December 18, 2024
Invoice Factoring: How Factor Finance Works, Including Pros & Cons
Invoice factoring is a specific financing method in which business owners are able to quickly unlock revenue from pending invoices to be us
December 18, 2024
How to Invest in Private Equity: Ultimate Guide
You could describe private equity as a type of financing where individuals or firms invest capital into a business that operates in a tradi
December 18, 2024
How to Invest In Real Estate with a Self Directed IRA
With real estate, you can conquer entire neighborhoods, diversify your portfolio, and potentially achieve even more growth. Thanks to the
December 18, 2024
How to Choose the Best Crypto Exchange for Investing in Bitcoin, Ethereum, and Altcoins
But with so many different exchanges offering unique features, applications, and options, it’s not always easy to know which one to use. Le
December 18, 2024
How to Choose a Private Equity Firm
We’ve all heard horror stories of bringing on a partner who doesn’t fit the culture or plan. You’ve seen businesses fall apart because of i
December 18, 2024
How to Build a Wholesale Real Estate Investor List
However, if you want to take wholesaling from a nice side hustle and turn it into a full-blown income source for you and your family, you m
December 18, 2024
How to Assess Your Personal Investment Risk Profile
All forms of investing come with some degree of risk. No matter how “safe” or reliable an investment strategy may seem, there’s always a ch
December 18, 2024
How Tokenization Will Change Investing
Change is inevitable in life. You can either resist it and potentially get run over by it, or you can choose to cooperate with it, adapt to
December 18, 2024
How Often Should You Rebalance Your Investment Portfolio?
Your portfolio should be a reflection of you. You are always changing – over the years, you’ll get new jobs, set different goals, and adapt
December 18, 2024
Deal Origination: Difficulties in Private Equity Deal Sourcing & How to Improve
All firms have the same difficulty. They're all looking to effectively scale the number and quality of deals that flow in and out of their
December 18, 2024
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Whether you're an owner considering an exit or a partner exploring a transaction, start a confidential conversation with our team.