Sentences with phrase «estate investment services as»

Not exact matches

He also suggested asking references about the services they have received in the past, such as investment management, retirement planning, estate planning, tax planning, etc..

On the opposite side, real estate investment trusts, energy, autos, pharma and biotech, semiconductors, and software and services would benefit the least, as those sectors have effective rates under 20 percent.

From the newsletters, to the member events, to complete real estate services, to property investment seminars, «outside of the box» thinking and ideas, fun adventures with like minded individuals; friends really, it would be hard to categorize Rockstar as a one stop shop for real estate.

In theory, groups that are impacted would include current home owners, potential home owners who may not now be able to enter the market, as well as the investment and real estate service industries.

Offers increased asset allocation choices including a REIT (Real Estate Investment Trust) and natural resources ETF (exchange traded fund) as well as a single - stock diversification service so you can have increased portfolio diversification.

LDJ Capital (http://ldjcapital.com/) is a multi-family office that invests and manages investments for partners and clients in the areas of hospitality, real estate, energy, pharma, tech, telecom, mobile, entertainment, media, publishing, advertising, compliance services, aerospace, shipping & transportation, and more recently digital assets, such as cryptocurrency and blockchain firms through ICOs.

National and regional banks and credit unions such as Wells Fargo, U.S. Bank, PNC Financial Services Group and Navy Federal Credit Union offer specific loans for investment real estate.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

HVS Hodges Ward Elliott acts as broker and investment advisor in European hotel real estate markets, and focuses on disposition advisory services.

Throughout this period Mr. Lotan had led the company into various areas of investments, from financial services, technology companies, venture capital funds as well as real estate.

The company's products and services addresses multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and investment consultants; and corporate clients.

Bank - owned investment counsel services are often part of an overall «wealth management» division and may include access to experts in financial planning, taxes, estate planning as well as investments.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

He offers his clients a full range of financial and estate planning services such as fee - based planning, investment advisory and management, wealth management, asset protection planning, and debt reduction and management.

Healthcare Realty Trust, Inc. operates as a self - managed and self - administered real estate investment trust that owns, acquires, manages, finances and develops income - producing real estate properties associated primarily with the delivery of outpatient healthcare services throughout the U.S..

We have continued to use their services to remove inquiries as a result of real estate investments and keep our scores high.

National and regional banks and credit unions such as Wells Fargo, U.S. Bank, PNC Financial Services Group and Navy Federal Credit Union offer specific loans for investment real estate.

Services like RealtyShares allow you to invest as little as $ 5,000 into real estate investments.

* Owner - occupied real estate is defined as property where the owner - operating company occupies more than 50 % of the gross rentable space, and generates more than 50 % of the cash flow necessary to service debt; otherwise, property is considered Investment Real Eestate is defined as property where the owner - operating company occupies more than 50 % of the gross rentable space, and generates more than 50 % of the cash flow necessary to service debt; otherwise, property is considered Investment Real EstateEstate.

Accountants and estate lawyers have contacts with money managers, as many of their clients use the services of discretionary investment managers.

Real estate investment mortgages have always been a key part of our portfolio of services as we cater to the needs of net worth conscious mortgage borrowers.

At RBC, she served as Financial Planner, then Branch Services Manager assisting with Personal Financial, Estate Planning and Investment Management for five years before starting Financial Reporting Services, LLC.

Main areas of work Practices: Corporate and business, gaming, intellectual property, energy and natural resources, government relations, litigation, real estate Industries: Banking, investment, finance and money management; energy and mining; gaming; health care; life sciences; real estate; water; consumer products; entertainment; government, regulation and public policy; hospitality; professional service; and science and technology Firm profile Brownstein Hyatt Farber Schreck has developed a reputation as a high - powered law firm with unparalleled community and business connections.

With a partner - led service as a hallmark, our attorneys have developed specific expertise in banking & finance, capital markets, corporate, dispute resolution, labour law, investment funds, real estate and tax.

Being registered with the Paris Bar as Attorney Agent in Real Estate Transactions, I provide a full range of services to clients willing making investments in France.

Any arrangement with a financial services provider that involves freewheeling speculation on the market will be classified by the IRS as an investment account, not an insurance policy: Thus, it will be subject to capital gains and estate taxes.

Our client provides investment advisory and management services to its clients, they specialise in alternative asset classes such as real estate, intellectual property, and media.

I bring quantitative and knowledgeable expertise in the ability to oversee all Banking, Investments, Credit (commercial real estate and secured and unsecured consumer lending), Financial Planning, Insurance Services, Business Succession Planning, Titling of Assets and other available banking services as a trusted ProfessionalServices, Business Succession Planning, Titling of Assets and other available banking services as a trusted Professionalservices as a trusted Professional Banker.

You have a proven track record as an effective sales consultant in an inside or outside sales role (ie, automotive, cellular, real estate, investment services or office equipment, etc..)

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

Professional Experience Commerce Real Estate Solutions 09/1998 — Present Insert Title • Manage access database for all available investment properties and land in Utah • Record transactions which impact company listings in the proprietary database • Research properties, land sales, and other pertinent data ensuring accurate records • Record historical information including building level data, market, and sub market statistics • Create quarterly statistics for internal and external use ensuring accurate and thorough results • Maintain up to date knowledge of research materials including internet sites, periodicals, etc. • Create custom reports for agents based on their sales and marketing needs • Anticipate agent and client needs delivering excellent service and issue resolution • Author and distribute quarterly market beat study reports offering important market insight and analysis • Create and populate accurate photo databases for use in property marketing initiatives • Provide additional sales, marketing, and customer service support as needed • Build and strengthen professional relationships with coworkers, clients, and community leaders • Perform all duties with positivity, professionalism, and integrity

This team is focused on the identification, evaluation and implementation of industry leading best practices, in areas such as «green» and sustainable initiatives, tenant relations, property services and systems, across the entire US real estate equity investment portfolio encompassing office, industrial, retail and multi-family properties with a total area in excess of 125 million square feet.

The bill would impose a tax on the sale of all goods and services purchased for individual use — including residential real estate, food, clothing, day care — but would not tax purchases for business and investment purposes, such as office equipment and stocks and bonds.

Dan E. Gorczycki serves as managing director of Savills LLC, a real estate investment banking firm that specializes in debt and equity placement, note sales, investment sales, cross-border investment, advisory and asset management services across all property types.

Services will include tenant brokerage, ownership representation, investment sales, corporate advisory services, property and facilities management, market research and lease administration, as well as capital markets resources and capabilities through BGC's relationships with Cantor Fitzgerald and Cantor Commercial RealServices will include tenant brokerage, ownership representation, investment sales, corporate advisory services, property and facilities management, market research and lease administration, as well as capital markets resources and capabilities through BGC's relationships with Cantor Fitzgerald and Cantor Commercial Realservices, property and facilities management, market research and lease administration, as well as capital markets resources and capabilities through BGC's relationships with Cantor Fitzgerald and Cantor Commercial Real Estate.

The Board further found that the parties» services overlap and target the same consumers, as NAR also offers networking opportunities related to real estate investment and both parties target licensed real estate professionals.

Many U.S. real estate investment trusts that began as family businesses are confronting the challenges posed by a shift to non-family governance, according to a new report by Moody's Investors Service...

Marcus & Millichap, a commercial real estate investment services firm with offices throughout the United States and Canada, announced that Emily Masuda has joined the firm's Toronto office as a senior associate — director, National Retail Group specializing in retail investment sales throughout Canada and the United States.

In addition, pension funds and endowments will likely become more adventurous with their investments as the year progresses, according to both Ludeman and Jeffrey H. Cooper, chairman and executive managing director with real estate services firm Savills.

For example, the MAP service enables investors such as the California Public Employees» Retirement System (CalPERS), one of the largest institutional investors in real estate, to target markets for future investment and monitor the performance of properties in their existing portfolios.

If leveraged then looking at real estate as an investment you must include the cost to service the debt.

• As an example of the results possible, US Realtor John McKenna hasn't missed a listing for over 4 years — you can view his video testimonial from my website homepage: - http://www.iangrace.com • Cold canvassing — everyone knows the law of averages — if you canvas enough people, of course you will stumble over some who have need of your services — what we are saying here is, there is a better way, to achieve a better result • Mr Willard — I have read Millionaire Real Estate Agent by Gary Keller and have a copy right here • I attended Keller Williams Mega Camp in Austin as a guest, when Jim Reitzel and his son Jeffrey were on stage with Gary Keller, talking about selling investment property, another area I cover in detaiAs an example of the results possible, US Realtor John McKenna hasn't missed a listing for over 4 years — you can view his video testimonial from my website homepage: - http://www.iangrace.com • Cold canvassing — everyone knows the law of averages — if you canvas enough people, of course you will stumble over some who have need of your services — what we are saying here is, there is a better way, to achieve a better result • Mr Willard — I have read Millionaire Real Estate Agent by Gary Keller and have a copy right here • I attended Keller Williams Mega Camp in Austin as a guest, when Jim Reitzel and his son Jeffrey were on stage with Gary Keller, talking about selling investment property, another area I cover in detaias a guest, when Jim Reitzel and his son Jeffrey were on stage with Gary Keller, talking about selling investment property, another area I cover in detail.

Cody Tremper, a managing director with Greystone Real Estate Advisors Inc., a financial services and private investment firm, says there's so much demand for memory care assets that developers may end up causing over-supply in markets such as Chicago, Dallas and Miami.

«I think there's certainly more unease in the marketplace today than there was two or three years ago, as investors have begun to realize there's going to be more disruption in grocery retail than people realized,» says Joseph McKeska, president and co-founder of Chicago - based Elkhorn Real Estate Partners, a division of New York based A&G Realty Partners which provides advisory and investment services to grocery - anchored landlords.

As the investment sales frenzy continues, an intense focus to boost property performance is creating new opportunities as both third - party and corporate clients move to consolidate real estate service providerAs the investment sales frenzy continues, an intense focus to boost property performance is creating new opportunities as both third - party and corporate clients move to consolidate real estate service provideras both third - party and corporate clients move to consolidate real estate service providers.

The CCIM Institute, established in 1954 and boasting a membership of 13,000, is recognized as the global leader in commercial and investment real estate education and services.

After graduation, Mr. Massey began his career at Coldwell Banker Commercial Real Estate Services in Midtown Manhattan as head of the market research department, then as an investment sales broker.

Harbert Realty Services, LLC (HRS) was founded in May of 1983 as Harbert Properties Corporation, the domestic real estate subsidiary of Harbert Management Corporation, one of the region's largest investment firms.

However, access to both of these MLS services allows you as a home buyer or seller the ability to search online for Atlanta Homes for Sale, Houses, Town Homes, Condos, Lake Properties, Land, Lots, Lake properties, Commercial, Land, Estates, Atlanta New Home Communities, Atlanta New Homes, Investments, and Atlanta Foreclosures.