• Jan 11 2018
    Why Sell Off Market – Quietly and Discreetly – There are many ways to sell multi-family real estate, commercial real estate, and middle market businesses. The traditional process has been to interview a few brokerage firms, listen to long pitches through interviews, select one, and then that firm spends a few weeks to create some elaborate Offering Memorandum that nobody wants to read.  Read more ➝

  • Jan 10 2018
    Real Estate Developers Write Off up to 35% before Tax Filing – It is that time of the year for real estate developers and operators. We all have high tax rates through our real estate entities. How can we maximize our deductions prior to filing our 2017 taxes? Very simple.  Yet very powerful. If you acquired real estate in 2017, cost segregation could be a powerful benefit. Most  Read more ➝

  • Jan 4 2018
    Earn Leadership – Lots of people give themselves fancy titles and think very highly of themselves. It means nothing. Your title is simply a job description. How do your colleagues look at you? That is what I care about. I listen to a lot of people talk about their colleagues or the people that are supposed  Read more ➝

  • Jan 3 2018
    Mezzanine Finance Advantages – being a family office ourselves pulls a lot of lower and middle market scenarios across our desk. Sometimes there is an alignment of interests internally. Most other scenarios, we are providing more value in a consulting position or being hired in a board position to tap into our experience and inner circles.  We are definitely a  Read more ➝

  • Jan 2 2018
    Family Office Connectivity – The family office community is filled with the financial elite, often the best of the best people. With this comes inner circles of great relationships. These include trusted relationships for lending, strategic partners, and many concierge resources. My preference is to stay within our circles. Whether it is another family or an executive who works for  Read more ➝

  • Jan 1 2018
    How to Super-Size the JOBS Act – I am not in the capital raising business for others, but this is one of my favorite and more fascinating topics to discuss. It is an expensive process, often time intensive, and can include a lot of travel.  And for all that activity, most people end up with less than 100 investor relationships. Through the  Read more ➝

  • Jan 1 2018
    Offer Standout Returns to Family Offices – so you want to get partnered with a family office on your next transaction? So does everyone else. In fact, family offices receive sometimes over 1,000 proposals annually and some even into the thousands.  I know my inbox ranges from 250 to 350 emails per day. A typical family office who makes LP investments or  Read more ➝

  • Dec 11 2017
    Getting Deals Done with Family Offices – As I prepare to participate on another family office panel next week, I was on a call with a few other family offices discussing our panel together.  It lead me to thinking about the old topic of how to get transactions completed with family offices. The common misconception remains that family offices write checks  Read more ➝

  • Dec 11 2017
    Power of the Social Platform in Our Business – In recent months, I have been thinking a lot about what it means to have a platform.  There is a lot of noise out there in the world these days with people arguing about ideology, being left out, inequality, and unfair treatment of certain classes. There are real people facing real issues out there in  Read more ➝

  • Dec 11 2017
    Impact Investments in Housing – There has always been the perception that family offices are impact investors strictly for the social impact regardless of the risk and return. Sure, this has happened in the past in some degree. However, the landscape is changing. There are more family offices investing into investments that has social, economic, and environment impact.  The  Read more ➝