Sentences with phrase «estate advisors based»

Not exact matches

In addition to ETF - based portfolios, WealthBar also offers pooled funds in specialized asset classes like real estate, a product usually only available to large account clients at conventional advisors.

Robo - advisors use the same software as traditional advisors based on Modern Portfolio Theory, but usually only offer portfolio management and do not get involved in more personal aspects of wealth management, such as taxes and retirement or estate planning.

The Monthly Dirtcast combines finance and entertainment, with guests including a Myrtle Beach financial advisor, a SC - based real estate agent, a practice broker, and one of the world's most successful individual investors.

M360 Advisors («M360») is a U.S. - based investment management company that manages diversified portfolios of senior debt investments secured by first - priority liens on income - producing commercial real estate throughout the United States.

Mr. Jiwan has served on numerous boards of directors and advisors, including: (i) Future Finance Loan Corporation, a European private student lender that has helped students at over 130 universities fund their education, where Mr. Jiwan is a co-founder and non-executive Chairman; (ii) BFRE, a Brazilian private real estate finance company, which was subsequently sold to affiliates of BTG Pactual; (iii) GP Investimentos, one of Latin America's leading private equity firms, where he served on its shareholder advisory board; (iv) NewPoint Re, a Bermuda - based reinsurance business; and (v) Kaletra QD product development program with Abbott Pharmaceuticals, where he served on the Joint Oversight Committee.

Yes, we will work with your fee - based financial planner or wealth advisor to get you the best life insurance policy for your wealth management plan, estate plan, or retirement plan.

For example, there are web based ways to invest in fractional interests in everything from oil wells, to coffee farms, to hard money lending, real estate and robo advisors.

Newport Beach, Calif - based real estate research firm Green Street Advisors forecasts that 385,000 multifamily units will be completed in 2017.

And the number of landlords who can provide current traffic counts has dropped dramatically, says Eileen F. Mitchell, executive vice president with RCS Real Estate Advisors, a New York City - based real estate advisoryEstate Advisors, a New York City - based real estate advisoryestate advisory firm.

Sales activity typically peaks in the fourth quarter, but any rebound should not be taken as a change in overall market direction, Andy McCulloch, managing director of real estate analytics at Newport Beach, Calif. - based research firm Green Street Advisors, said in an email.

Deutsche Bank agreed Thursday to acquire Chicago - based RREEF in a deal that would make the Frankfurt, Germany - based bank the world's largest real estate investment advisor...

«The climate has really shifted since last November, which is when retailers saw their world start to collapse,» says Ivan Friedman, president and CEO of New York - based RCS Real Estate Advisors, a retail consultant that buys leasehold interests from bankrupt retailers.

BOCA RATON, Fla. — Koger Equity Inc. has agreed to sell select non-core assets to AREIF Realty Trust Inc., an affiliate of New York - based Apollo Real Estate Advisors LP.

«This is going to be a challenging year for the senior housing REITs,» says Andrew Suh, a seniors housing REIT analyst at Green Street Advisors, a real estate research firm based in Newport Beach, Calif..

Publicly held REITs may be hitting a wall, but private investors are still placing money in real estate, says David Rabin, director of investments for PM Realty Advisors, a Newport Beach, Calif. - based pension fund advisor.

The first application to be offered is eRealAnalyzer, a browser - based investment analysis solution, integrated with for sale property listings, that computes important financial metrics to help real estate buyers and their professional advisors zero in on attractive investment opportunities.

In another transaction, Westrust Southwest Retail Partners LLC, an entity formed by Westrust and Apollo Real Estate Advisors, has acquired Loma Linda Plaza in Nogales, Ariz., for $ 10.53 million from Tulsa, Okla. - based Omega Partners.

Starboard Value, a New York City - based investment advisor, believes that the retailer is holding onto about $ 21 billion in real estate, based on a value of about $ 166 per sq. ft., and is urging Macy's to consider spinning off its properties in two real estate joint ventures, according to a Morningstar research note citing a letter from Starboard to Macy's.

In one of the biggest seniors housing deals of the year, Blackstone Real Estate Advisors and its partners have closed on the $ 1.2 billion acquisition of the 144 - property portfolio previously owned by Salem, Ore. - based Sunwest Management...

Scripts are easier to spew out regarding image - producing slights - of - hand than one's «perceived» previously established knowledge base upon which to formulate one's image as a trusted advisor, for to be trusted one must first and foremost tell the truth about one's real estate background, which in the vast majority of cases is seriously wanting.

«If the rules of the game they have been playing for 30 years might change, that gives investors pause,» said Dave Bragg, an analyst at Green Street Advisors LLC., a Newport Beach, California - based real estate research firm.

Some REITs might also not be adding dollar stores to their portfolios now because they've accumulated so many of these properties over the past five years or so, says Zach Wright, who specializes in net lease properties at Denver - based commercial real estate firm Pinnacle Real Estate Advisorestate firm Pinnacle Real Estate AdvisorEstate Advisors LLC.

Not only has the San Francisco - based firm redefined the practice of home valuation in terms of accuracy — with a median error of 2.5 percent and declining every month as the company's algorithms process more data — it is helping real estate professionals set themselves apart with the burgeoning power of predictive analytics, elevating them from average real estate agent to invaluable financial advisor.

DRA Advisors is a New York City - based real estate investor for large pension funds and college endowments.

Foreign investment activity is clearly down compared to last year, but it may not be as big of a drop as the numbers suggest, says Zeb Bradford, chief investment officer at Seattle - based Metzler Real Estate, an investment advisor that specializes in representing foreign investors in the U.S. real estate mEstate, an investment advisor that specializes in representing foreign investors in the U.S. real estate mestate market.

This year, New York - based Greystone Real Estate Advisors also completed a $ 33 million sale of two senior housing communities in the Carolinas, as well as a $ 12.5 million sale of Three Forks of Forney, a Class A assisted living and memory care community in Forney, Texas.

Heidi L. Thatcher, a Principal of National Property Valuation Advisors, Inc., has been active in the real estate industry since the mid-1990s and provides valuation services on a national basis to a variety of clients including insurance companies, pension funds, financial institutions, developers, and corporations.

Rock Apartment Advisors is a Birmingham - based commercial real estate firm with an exclusive focus on apartment brokerage services throughout the Southeast.

GlobeSt.com — Relationships are really key in a mom - and - pop brokerage setting, Paul Rogers, president of Inland Real Estate Advisors, a boutique firm based in Oak...

M360 Advisors («M360») is a U.S. - based investment management company that manages diversified portfolios of senior debt investments secured by first - priority liens on income - producing commercial real estate throughout the United States.

The company also acquired Toronto - based Darton Property Advisors and Managers in 2008; Virginia - based Appian Realty Advisors, LLC, Atlanta - based Hodges Management and Leasing Company in 2010; Virginia - based Millennium Realty Advisors, LLC, Los Angeles - based Ramsey - Shilling Commercial Real Estate Services, Inc. in 2011; Maryland - based Realty Management Company, Las Vegas - based Landry & Associates, Los Angeles - based Starrpoint Commercial Partners, Inc., New Jersey - based The Walsh Company, LLC, Raleigh, NC - based Thomas Linderman Graham Inc. in 2012; Houston - based Mason Partners, Florida - based WG Compass Realty Companies, Torrance, CA - based R7 Real Estate Inc., Tampa, FL - based Lane Witherspoon & Carswell Commercial Real Estate Advisors, (partnered with) Greenville, SC - based Colonial Commercial, Dallas - based Dillon Corporate Services, Inc., Maryland - based McShea & Company, Inc. in 2013; Atlanta - based The Eidson Group, LLC, Columbus OH - based PSB Realty Advisors, LLC, London U.K. - based Haywards LLP, Austin - based Commercial Texas, LLC, Montreal - based Roy et Tremblay Inc., Sacramento - based Aguer Havelock Associates, Inc., New Jersey - based Kwartler Associates, Orlando - based MCRE, LLC, Miami - based Abood Wood - Fay Real Estate Group, LLC in 2014; Calgary - based Peregrin Inc., Chicago - based Mesa Development, LLC, Philadelphia - based Remington Group, Inc. in 2015; Toronto - based Metrix Realty Group (Ontario) Inc., U.K. - based North Rae Sanders, Phoenix - based The GPE Companies, Calgary - based Linnell Taylor Lipman and Associates Ltd. in 2016; Atlanta - based Hotel Assets Group, LLC, Atlanta - based Rich Real Estate Services, Inc., Rutherford, NJ - based Cresa NJ - North / Central, LLC, Raleigh - based Hunter & Associates, LLC, Manchester U.K. - based WHR Property Consultants LLP in 2017.

Mr. Spoont is the president and founder of Haverford Capital Management, Inc., a Plymouth Meeting, Pennsylvania based company specializing in providing financing and investment sales disposition services to real estate advisors and operating companies.

TSB Capital Advisors (TSBCA) recently arranged construction financing on behalf of a joint venture between Athens, Ga. based Landmark Properties and Chicago based Harrison Street Real Estate Capital for The Retreat at Tallahassee.

TSB Capital Advisors, a real estate finance advisory firm, today announced that is has consulted on a student housing joint venture between Trinitas Ventures LLC, a leading developer and operator of student housing, and Chicago ‐ based real estate private equity firm Harrison Street Real Estate Capital (estate finance advisory firm, today announced that is has consulted on a student housing joint venture between Trinitas Ventures LLC, a leading developer and operator of student housing, and Chicago ‐ based real estate private equity firm Harrison Street Real Estate Capital (estate private equity firm Harrison Street Real Estate Capital (Estate Capital (HSRE).

TSB Capital Advisors, a real estate finance advisory firm, has successfully secured $ 31,000,000 in CMBS financing for an 18 Property Self Storage Portfolio on behalf of Kayne Anderson Real Estate Advisors, LLC and Flagship Investment Group («Flagship»), a Central Florida based developer, owner and operator of self - storage facilities undestate finance advisory firm, has successfully secured $ 31,000,000 in CMBS financing for an 18 Property Self Storage Portfolio on behalf of Kayne Anderson Real Estate Advisors, LLC and Flagship Investment Group («Flagship»), a Central Florida based developer, owner and operator of self - storage facilities undEstate Advisors, LLC and Flagship Investment Group («Flagship»), a Central Florida based developer, owner and operator of self - storage facilities under the

TSB Capital Advisors, a real estate finance advisory firm, has successfully secured $ 31,000,000 in CMBS financing for an 18 Property Self Storage Portfolio on behalf of Kayne Anderson Real Estate Advisors, LLC and Flagship Investment Group («Flagship»), a Central Florida based developer, owner and operator of self - storage facilities under the «StorKwik» estate finance advisory firm, has successfully secured $ 31,000,000 in CMBS financing for an 18 Property Self Storage Portfolio on behalf of Kayne Anderson Real Estate Advisors, LLC and Flagship Investment Group («Flagship»), a Central Florida based developer, owner and operator of self - storage facilities under the «StorKwik» Estate Advisors, LLC and Flagship Investment Group («Flagship»), a Central Florida based developer, owner and operator of self - storage facilities under the «StorKwik» brand.

On January 24, one of its principal shareholders, Newport Beach, Calif. - based private investment vehicle ROCA Real Estate Securities Fund L.P., in conjunction with ROCA Advisors, L.P. and ROCA Advisors — GP, LLC, sent Cedar's president and CEO Leo S. Ullman a letter requesting a review of strategic alternatives.

Yet going forward, TJX might have limited opportunity to open new stores in the domestic market, warns a forecast report from ChainLinks Retail Advisors, an Atlanta - based retail real estate services firm.

L&B Realty Advisors is seeing a shift back to real estate investments among its client base.

Dallas - based Corporate Real Estate Service Advisors, or CRESA, bills itself as the largest real estate service provider with a focus on tenant advisory serEstate Service Advisors, or CRESA, bills itself as the largest real estate service provider with a focus on tenant advisory serestate service provider with a focus on tenant advisory services.

In addition, Chicago - based real estate investment advisor CMD Realty also bought two development sites totaling 2.06 acres situated on two full city blocks adjacent to the building.

Public buyers are tweaking their acquisition criteria in order to compete for available properties, as they are contractually obligated to pay a dividend on their money, according to Ben Firestone, managing director of Blueprint Healthcare Real Estate Advisors, a seniors housing and healthcare real estate advisory firm based in ChEstate Advisors, a seniors housing and healthcare real estate advisory firm based in Chestate advisory firm based in Chicago.

INTERO REALTY ADVISORS: For the active or «hands on» real estate investor / owner, Mr. Fantin provides consulting and broker representation on a national basis with over $ 500 million in real estate investment transactions have been brokered.

«This industry worked very hard to get itself out of the hole it dug for itself in the 1980s,» says John Kramer, president of Kensington Investment Group, a San Francisco - based real estate investment advisor.

Levin Management Corp.'s leasing and management portfolio has grown to 80 properties totaling more than 9 million sq. ft.. The company is based in North Plainfield, N.J. RREEF is a full service real estate investment advisor with corporate offices in San Francisco, Chicago and New York.

«Demand exceeds supply and it will continue as long as real estate continues to be a favorite asset class among institutional investors,» says John Cigna, a partner at Crown Advisors, a Pittsburgh - based executive search firm.

According to Technorati Inc., a blog - tracking company, more than 50 million blogs are on the Web; less than two dozen are dedicated to commercial real estate, estimates blogger Todd Clarke, CEO of American Apartment Advisors Inc., based in Albuquerque, N.M.

NEW VENTURES Lat Purser & Associates Inc., a Charlotte, N.C. - based full - service commercial real estate firm, has created a new commercial real estate services division - LPA Real Estate Advisors - to assist investors in acquiring and managing retail properties throughout the Soutestate firm, has created a new commercial real estate services division - LPA Real Estate Advisors - to assist investors in acquiring and managing retail properties throughout the Soutestate services division - LPA Real Estate Advisors - to assist investors in acquiring and managing retail properties throughout the SoutEstate Advisors - to assist investors in acquiring and managing retail properties throughout the Southeast.

Council found and chief advisor Vince Leisey, broker / owner of Omaha, NE - based Ambassador Real Estate, which will operate as Berkshire Hathaway HomeServices Amabassador Real Estate starting in December, expressed similar enthusiasm about the new organization.