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Deferred Tax Liability Podcast Clip

Jay Frank, President of Cantor Fitzgerald Asset Management, talks about how to handle the deferred tax liability with the narrowing time gap in this podcast...

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Blackstone REIT’s Share Redemptions Story Far From Over

One of the hottest topics in the nontraded REIT space, beginning in November 2022, has been the share redemption requests submitted by the shareholders of Blackstone Real Estate Income Trust (“BREIT”) and the REIT’s capping of repurchases at 2% of aggregate NAV per month and 5% per quarter…

Advent of Change

“We’re in a very complex, ever-evolving industry,” Geiger begins. “What makes Advent stand out is the depth of our domain expertise.” With decades of industry experience, long-serving employees and the backing of SS&C, the company’s credentials certainly inspire confidence….

Legitimizing Your Firm

Remember the Saturday Night Live skit with Chris Farley and “the van down by the river?” Well, recently, we had a client come to us that made us think of that, because they wanted us to help legitimize their firm so they didn’t look like they worked out of a van down by the river. Read on to learn where we focused that effort…

Is Every Commercial Office Property in Trouble?

Midway through 2023, media coverage of the challenges many commercial office real estate owners are confronting has reached a feverish level. One may wonder if the sector’s current low vacancy rates and refinancing requirements will ultimately bring down our entire economy. We think not…

How Our Series 7 Securities Licenses Benefit Our Clients

You may think of a Series 7 Securities License as the exclusive domain of financial advisors. But can this valuable credential also benefit those of us in the marketing realm? The answer is a resounding “yes.” Let us introduce ourselves – we are Alise and Cherie, both proud holders of Series 7 Securities Licenses. Here’s why it matters…

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