A Wealth Management Niche Your Competitors Probably Haven't Considered

Developing unique value propositions can be difficult for financial advisors. Most advisors promise clients the same benefits, which can make it hard for advisors to showcase their value to investors and stand out in a crowded field.1

How Financial Advisors Are Helping Clients Unlock Real Estate Assets

With the current volatility and uncertainty of equity markets, some of your clients may be considering or already hold alternative investments, like collectibles, commodities, or real estate.

What is the Difference Between Under Contract and Pending in Real Estate?

Under contract and pending have similar meanings when used as a status for a real estate listing. And, while they are sometimes used interchangeably, they have slight differences that can impact whether someone will make an offer.

What Does Active Under Contract Mean For a Rental Property?

When searching for a rental property, you might see many of the same status updates you see in real estate sale listings.

What is a Related Party Transaction?

In 2021, when interest rates remained at historic lows, there were a record number of residential real estate transactions. The total number of residential home sales exceeded 7.2 million, and the value of all those transactions topped $2.8 trillion.1

Can I Use Rental Income to Qualify for a Mortgage?

In the wake of the national housing crash that began way back in 2007 as a result of lax mortgage lending standards, obtaining a mortgage has become much more difficult as lenders tightened their underwriting criteria.

Direct Or Fractional Real Estate Investments: Which Offers Greater Potential Profits?

Real estate is historically a robust long-term investment. In the US, homeownership is an elevated goal for many people. For some, extending that pursuit to add additional property becomes the foundation of their wealth accumulation strategy. And it's no wonder since buying and holding real estate can be a path to success.