As technology, manufacturing, and data infrastructure expand at a record pace, the ability to generate, store, or secure dependable energy has become a defining competitive edge.

As an advisor, you’ve likely seen the headlines about a possible U.S. manufacturing revival. While the data shows a mixed picture, certain sectors are experiencing real momentum—momentum tha...

Across America, a quiet race is underway — not for land or labor, but for power.

Delaware Statutory Trusts (DSTs) are often discussed by an investment advisor at a specific moment in a client’s journey; typically, when a 1031 exchange is imminent and the client is facing...

After two years marked by rising interest rates, constrained liquidity, and market recalibration, signs are emerging that private real estate could be entering a new phase, one defined less ...

Why Risk Management Matters in DST Investing For investors utilizing a 1031 exchange or seeking long-term income stability, risk management is a fundamental element of their investment strat...

When you think about your most trusted professional relationships–your go-to CPA, the estate attorney who has helped you and other clients navigate complex transitions, and the real estate b...

The Flat Market Threat to Client Income You know the conditions well. The S&P 500 is trading near historic price-to-earnings multiples, leaving little room for multiple expansion. Intere...

An Introductory Guide for Your Clients Who Own Investment Property As an investment advisor, you likely have clients who have done well in real estate. Whether they own a small portfolio of ...

How DSTs May Help Your Clients Invest More Tax-Efficiently When your clients think about tax-efficient investing, they probably consider strategies involving retirement accounts, municipal b...