News

Real Estate Investment Opportunities in 2025: Passive Commercial Strategies, Private Credit & Deep-Value Equity

The real estate investment environment in 2025 is defined by a mix of cyclical recovery, shifting market dynamics, technological transformation, and evolving demographic trends. After several years of post-pandemic disruption [...]

23
Jun

How Tariffs Are Fueling U.S. Manufacturing and Real Estate Growth in 2025

As tariffs and trade policy continue to make headlines in 2025, commercial real estate investors and industry professionals are closely watching the ripple effects across the U.S. economy. In the [...]

23
Jun

Trying to Time the Market Here is a Smarter Way to Grow Wealth

Trying to Time the Market? Here’s a Smarter Way to Grow Wealth

Timing the market is notoriously difficult, whether you’re investing in public equities or private assets. Investor optimism or pessimism can push prices far above or below their intrinsic value. As [...]

23
Jun

Understanding risks in Commercial real estate investing

Understanding Risk in Investing: What Most Investors Get Wrong

Most investors perceive risk as the possibility of a loss. Sometimes, risk is visible and measurable; other times, it’s hidden and difficult to quantify. Risk has two core dimensions: likelihood [...]

30
May

Trumponomics: Risks, Rewards, and the Current Impact of Global Tariffs

Trump’s Trade War: A High-Stakes Game of Economic Poker Formal President Donald Trump has officially triggered global tariffs, escalating an ultra high-stakes economic showdown. What initially seemed like a negotiation [...]

04
Mar

Expanding Portfolios with Emerging Real Estate Trends

Navigating Economic Uncertainty in Real Estate The current macroeconomic environment presents numerous challenges for real estate investors in the United States. Interest rates have been volatile, influencing borrowing costs and [...]

27
Feb

Ultimate Guide to Capital Calls – How to Best Protect Investor Interests

Managing multiple “Funds of Funds,” I’ve encountered numerous capital call requests in 2023 and 2024 and expect to see even more in 2025. As investors in multifamily, storage, industrial, shopping [...]

21
Feb

Building Resilient Portfolios with Economic Cycle Understanding

Understanding economic cycles is a critical skill for investors aiming to build resilient portfolios. These cycles—comprised of recovery, expansion, hypersupply, and recession—affect investment strategies significantly. Local and global factors, such [...]

21
Feb

Inflation appears to be sticky

Navigating Market Uncertainty: Inflation, Interest Rates, and a Deep Value Investment Opportunity The financial landscape continues to evolve, with recent inflation data highlighting key areas of concern. Investors are closely [...]

13
Feb

Understanding Interest Rate Impacts on Investments

Interest rates hold a pivotal role in the investment world, influencing everything from real estate to the stock market. But how do these fluctuating numbers truly affect your investment decisions? [...]

13
Feb

Evaluating Passive vs Active Investing Approaches

When it comes to investing, deciding between passive and active strategies can significantly shape your financial journey. Both approaches have unique benefits and challenges, and understanding these can be crucial [...]

12
Feb

Strategies for Tax-Loss Harvesting in Investment Portfolios

Understanding the Mechanics of Tax-Loss Harvesting Tax-loss harvesting is an investment strategy that helps minimize capital gains tax liabilities. By selling investments at a loss, investors can offset gains from [...]

05
Feb

Deep Value in Real Estate vs. Treasuries

Some investors have asked why they should consider Waverly versus keeping their money in US Treasuries, which currently yield 4-5%. Let’s break it down: Current Bond Yields Snapshot (as of January [...]

29
Jan

Market Volatility Ahead? Why Smart Investors Are Rebalancing Now

Concerned About Market Volatility in AI Stocks? The recent DeepSeek AI frenzy triggered a staggering $600 billion loss in Nvidia stock, highlighting the extreme volatility in the AI sector. Current [...]

29
Jan

The Role of Economic Indicators in Real Estate Investment

Navigating the real estate market can feel like deciphering a complex puzzle, especially when it comes to interpreting economic indicators. Are you aware of how consumer confidence or housing affordability [...]

17
Jan

Optimizing Retirement Portfolios with Real Estate

Understanding Real Estate as an Asset Class Real estate is a distinct asset class due to its tangible nature and its ability to generate income and capital appreciation. Unlike stocks [...]

15
Jan

Maximizing Returns with Strategic Real Estate Partnerships

Strategic Partnerships in Real Estate Investing: A Guide for U.S. Investors Strategic partnerships in real estate investing can be the key to achieving optimized returns. By joining forces with like-minded [...]

13
Jan

Understanding Behavioral Finance in Investment Decisions

Behavioral finance offers a fascinating look into how psychological factors can significantly sway investment decisions. Traditional finance assumes investors are always rational, while behavioral finance acknowledges that our emotions, biases, [...]

10
Jan

Understanding Alternative Investments for Diversification

Navigating the World of Alternative Investments When thinking about building a resilient investment portfolio, diversification often comes to mind. But what happens when traditional investments like stocks and bonds fall [...]

06
Jan

Optimizing Your Retirement Portfolio with Real Estate Assets

When planning for a secure and prosperous retirement, diversifying your investment portfolio is essential. Among the myriad of options available, real estate stands out as a particularly compelling choice. But [...]

20
Dec

Roth IRA Strategies for Maximizing Returns in Commercial Real Estate Syndications and Funds

Roth IRA Strategies for Maximizing Returns in Commercial Real Estate Syndications and Funds When it comes to investing, Roth IRA money is often thought of the best way to invest [...]

19
Dec

Understanding REITs vs. Direct Real Estate Investing

Introduction When it comes to investing in real estate, the avenues are as varied as the potential returns. Two popular paths are Real Estate Investment Trusts (REITs) and direct real [...]

19
Dec

The Influence of Demographic Shifts on Real Estate Investing

Real estate investing is continuously shaped by shifting demographic trends. As different generations enter various phases of their lives, their housing needs and preferences evolve, creating new opportunities and challenges [...]

04
Dec

Strategies for Mitigating Cybersecurity Risks in Online Investing

Introduction: Navigating the Cybersecurity Landscape in Online Investing In the realm of online investing, the excitement of growing your portfolio goes hand in hand with the critical need to safeguard [...]

27
Nov

The Impact of Inflation on Real Estate Investment Strategies

Inflation is often seen as a specter looming over the economy, but how does it specifically affect real estate investment strategies? As prices rise, the ripple effects on property values [...]

25
Nov

Tax Changes on the Horizon: What You Need to Know

The results of the election have brought tax policy back into the spotlight, with significant changes potentially on the way. While it’s too early to predict the exact outcomes, here’s [...]

21
Nov

The Lazy 1031 Exchange: A Smart Way to Defer Taxes Without Selling Properties

The traditional 1031 exchange is one of the most well-known tax strategies for real estate investors, allowing for the deferral of capital gains taxes when selling a property by reinvesting [...]

08
Nov

Bonus Depreciation and Cost Segregation: Amplifying the Benefits

To truly unlock the tax-saving potentials of real estate investments, LP investors can take advantage of bonus depreciation and cost segregation. These two strategies work hand-in-hand to provide substantial tax [...]

08
Nov

Maximizing Tax Efficiency in LP Investments: Key Strategies for Real Estate Investors

In real estate, every dollar saved on taxes is a dollar that can be reinvested to grow your portfolio. For Limited Partnership (LP) investors, understanding and applying the right tax [...]

08
Nov

The Pros and Cons of Passive vs. Active Real Estate Investing

When exploring the world of real estate investment, the choice between passive and active strategies can significantly influence your financial journey. Passive investing, often appealing for its hands-off approach, involves [...]

07
Nov

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