Individual Investor Support: 888.558.1031  |  Financial Professional Support: 877.826.BLUE (2583)

October 18, 2022 / Brief

The single-family rental industry continues to benefit from the elusiveness of homeownership, caused by a (i) shortage of housing, (ii) skyrocketing housing prices coupled with increasing interest rates, (iii) record household formation, and (iv) lack of institutionalization in the single-family rental sector....

March 10, 2021 / Brief

Fixed income investing has fundamentally changed in the last decade. Increasingly low interest rates, unprecedented central bank monetary policy, and aging demographics have altered the way investors think about generating income in their portfolios. Forced to weigh low yields, higher risk, and more structured fixed...

March 1, 2021 / Brief

Investment real estate has historically generated income and capital appreciation producing competitive total returns. But did you know that all investment real estate also possesses a “favorable tax status” over most traditional investments, including stocks and most bonds, which can enhance investor’s after-tax returns and...