Real Estate

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Real Estate
What Advisors Get Wrong About Real Estate Tax DeferralWhat Advisors Get Wrong About Real Estate Tax Deferral

Getting the deduction is one thing. The harder part is earning the right to use it.

byAlan Stalcup,Founder and CEO
Jun 8, 2026
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4 Min Read
Real Estate
The Conversation That Could Save Real Estate Heirs MillionsThe Conversation That Could Save Real Estate Heirs Millions
byDavid Cervantes
Jun 8, 2026
4 Min Read
building dollar sign
High Net Worth
Your Client Is Buying a Business. Have They Considered Cost Segregation?Your Client Is Buying a Business. Have They Considered Cost Segregation?
byAnthony Venette
May 18, 2026
6 Min Read
investing volatility
Real Estate
Q&A: Amid Market Volatility, Public REITs Have Outperformed YTD in 2026Q&A: Public REITs Have Outperformed YTD in 2026
byDavid Bodamer
May 8, 2026
6 Min Read
Investment
Zephyr's Adjusted for Risk: Unlocking the Secrets to Profitable Farmland Investment StrategiesUnlocking the Secrets to Profitable Farmland Investment Strategies
May 8, 2026
Investment
Zephyr's Adjusted for Risk: Unlocking the Potential of Alternative Real Estate InvestmentsUnlocking the Potential of Alternative Real Estate Investments
byRyan Nauman
Apr 29, 2026
model house in a cage and the judge's gavel
Estate Planning
Asset Protection Trust Can’t Shield Real Property in Other States
Asset Protection Trust Can’t Shield Real Property in Other States
Apr 7, 2026
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1 Min Read
byDavid A. Handler,Alison E. Lothes
power lines electric grid
Real Estate
The Proximity Pivot
Edge Infrastructure Gains Ground in Digital Era
Apr 1, 2026
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6 Min Read
byNeel Khokhani
adults shadow silhouette
Philanthropy
Five Tips for Navigating the Generational Divide in Philanthropy
Five Tips for Navigating the Generational Divide in Philanthropy
Mar 30, 2026
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4 Min Read
byMike Wang
Private Credit text on stock price screen
Alternative Investments
10 Investment Must Reads for This Week (March 24, 2026)
10 Investment Must Reads for This Week (March 24, 2026)
Mar 24, 2026
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4 Min Read
byWealth Management Staff
Wealth Management Invest Podcast Cohen & Steers Dan Noonan
Alternative Investments
Wealth Management Invest: Real Assets, Active ETFs and Real Estate with Dan Noonan
Wealth Management Invest: Cohen & Steers' Dan Noonan
Mar 23, 2026
byDavid Bodamer,Editorial Director
wedding rings money
Estate Planning
Prenups and Pre-Wedding Property Purchases
Prenups and Pre-Wedding Property Purchases
Mar 23, 2026
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4 Min Read
byJeanne Cotroneo Darrow,CEO
real estate investing markets
Real Estate
Q&A: Bolstered by Strong Fundamentals, REITs Close Gap with Broader Equities Market
Q&A: Bolstered by Strong Fundamentals, REITs Close Gap with Equities
Mar 16, 2026
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5 Min Read
byDavid Bodamer,Editorial Director
Investment
Zephyr's Adjusted for Risk: From Risk to Resilience - The Future of Real Estate and Insurance
From Risk to Resilience: The Future of Real Estate and Insurance
Mar 2, 2026
byRyan Nauman,Market Strategist
Invesco
Alternative Investments
Invesco Launches a CIT With Private Real Estate Exposure
Invesco Launches a CIT With Private Real Estate Exposure
Feb 26, 2026
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2 Min Read
byElaine Misonzhnik,Senior Editor, Investments
dollar signs art Andy Warhol
High Net Worth
AI, Art Valuation and the Question of Accountability
AI, Art Valuation and the Question of Accountability
Feb 25, 2026
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7 Min Read
byTobias Czudej
real estate market growth
Real Estate
Q&A: What Long-Term REIT Performance in Pension Plans Means for Investors
Q&A: Analyzing Long-Term REIT Performance in Pension Plans
Feb 13, 2026
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6 Min Read
byDavid Bodamer,Editorial Director
data center
Real Estate
As AI Fuels Taxable Windfalls, 1031 Exchanges Protect the Gains
As AI Fuels Taxable Windfalls, 1031 Exchanges Protect the Gains
Feb 2, 2026
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3 Min Read
byJonathan W. Hipp
Matt Fries Inland Real Estate Investment Corp.
Career Moves
Former Cetera Gatekeeper to Lead Real Estate Investment Shop
Former Cetera Gatekeeper to Lead Real Estate Investment Shop
Jan 13, 2026
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2 Min Read
byDiana Britton,Executive Editor
Derek J. Taylor, managing partner at Granite Harbor Capital
Alternative Investments
RIA Granite Harbor Launches Private Fund
RIA Granite Harbor Launches Private Fund
Jan 7, 2026
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2 Min Read
byElaine Misonzhnik,Senior Editor, Investments
financial chart over Washington DC
Alternative Investments
11 Investment Must Reads for This Week (Dec. 23, 2025)
11 Investment Must Reads for This Week (Dec. 23, 2025)
Dec 23, 2025
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4 Min Read
byElaine Misonzhnik,Senior Editor, Investments
gold percent sign investing data
Real Estate
Q&A: REITs Look to Narrow 'Dual Divergences' in 2026
Q&A: REITs Look to Narrow 'Dual Divergences' in 2026
Dec 18, 2025
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6 Min Read
byDavid Bodamer,Editorial Director
office buildings investing dollars
Real Estate
Why Lower Rates Haven't Fixed Commercial Real Estate
Why Lower Rates Haven't Fixed Commercial Real Estate
Nov 18, 2025
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5 Min Read
byStephen A. Sobin
X ray urgent care healthcare building REITs
Real Estate
Q&A: Public REITs Q3 Fundamentals Come in Strong
Q&A: Public REITs Q3 Fundamentals Come in Strong
Nov 14, 2025
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4 Min Read
byDavid Bodamer,Editorial Director
mixed-use development with restaurants, shopping, and apartments
Real Estate
The Investment Prospects for CRE Property Types
The Investment Prospects for CRE Property Types
Nov 11, 2025
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8 Slides
byWealth Management Staff
REITs markets investing
Real Estate
REITs May Be Poised for a Comeback
REITs May Be Poised for a Comeback
Nov 4, 2025
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4 Min Read
byGreg Kuhl,Danny Greenberger
Federal Reserve building
Estate Planning
Rate Cuts Create Opportunities for Estate Planners to Provide Holistic Guidance
Rate Cuts Create Opportunities for Estate Planners to Provide Holistic Guidance
Oct 8, 2025
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4 Min Read
byCheri Stein,Partner
arrows different directions gap
Real Estate
Q&A: A Valuation Gap Persists Between Public and Private Real Estate
Q&A: A Valuation Gap Persists Between Public and Private Real Estate
Oct 7, 2025
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7 Min Read
byDavid Bodamer,Editorial Director
Sponsored Content
Inside PCRED: Performance, Strategy & Opportunity
Inside PCRED: Performance, Strategy & Opportunity
Sep 23, 2025
Truth Social Trump Media
ETFs
Trump Media Wants to Launch American Icons, Red-State REITs ETFs
Trump Media Wants to Launch American Icons, Red-State REITs ETFs
Sep 10, 2025
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2 Min Read
byVildana Hajric
stock market graph over city skyline
Investment
10 Investment Must Reads for This Week (Sept. 9, 2025)
10 Investment Must Reads for This Week (Sept. 9, 2025)
Sep 9, 2025
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3 Min Read
byDavid Bodamer,Editorial Director
Anthony Scaramucci
High Net Worth
Scaramucci Struggles to Spin a Trump Tax Break Into Profit for Clients
Scaramucci Struggles to Spin a Trump Tax Break Into Profit for Clients
Sep 8, 2025
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5 Min Read
byKatherine Burton,Noah Buhayar
Investment
Zephyr's Adjusted for Risk: Grant Cardone - A New Era of Real Estate and Bitcoin Investment
Grant Cardone: A New Era of Real Estate and Bitcoin Investment
Sep 2, 2025
byRyan Nauman,Market Strategist
Real Estate
The Hidden Treasures for Real Estate Investors in the ‘One Big Beautiful Bill’ Act
The Hidden Treasures for Real Estate Investors in the ‘One Big Beautiful Bill’ Act
Aug 28, 2025
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4 Min Read
byKevin DeCicco,Managing Tax Partner and Chief Operating Officer
dollars real estate investing
Alternative Investments
Q&A: In Q2, REITs Posted NOI Gains and Maintained Balance Sheet Discipline
In Q2, REITs Posted NOI Gains and Maintained Balance Sheet Discipline
Aug 22, 2025
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6 Min Read
byDavid Bodamer,Editorial Director

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