Mezzanine Debt vs Preferred Equity

Mezzanine Debt vs Preferred Equity: Understanding key differences that exist in your commercial real estate investment. Mezzanine debt and preferred equity are two close relatives in the world of commercial real estate investment options that offer some similarities along with some distinct differences. The differences that exist between preferred equity and mezzanine investments appear fairly … Continue reading Mezzanine Debt vs Preferred Equity

Is the time right to rebalance investment portfolios?

Look at why it is important to periodically review and rebalance investment portfolios and why that is more important than ever given all of the volatility in the stock market. This touches on some key themes that we have already discussed in terms of portfolio diversification and risk, but the key message is why it … Continue reading Is the time right to rebalance investment portfolios?

Tips to avoid COVID-related financial scams and fraud

Tips to avoid COVID-related financial scams and fraud As if the dire consequences of the coronavirus pandemic on public health and the economy were not challenging enough, people also need to be diligent in protecting themselves against a surge in COVID-related financial scams. Government agencies around the world ranging from INTERPOL to U.S. law enforcement … Continue reading Tips to avoid COVID-related financial scams and fraud

COVID-19 fuels investor interest in tangible assets

Extreme volatility in financial markets as has occurred in the U.S. stock market in recent weeks is pushing investors to look for “safe havens” for capital that offer greater protection for capital preservation – and the potential to generate yields even amid economic uncertainty. Investing in tangible or hard assets is a practice that originated  … Continue reading COVID-19 fuels investor interest in tangible assets