Sentences with phrase «estate asset level»

Not exact matches

«These are good ways to transfer minority stock stakes to your children at levels that will trigger little or no tax liability,» explains Michael Mullaugh, an estate - settlement manager with Mellon Private Asset Management, in Pittsburgh.

The Fed is in a «liquidity trap» which requires rates to stay at emergency levels and that fuels the bubbles in equities, Commercial and Residential Real Estate and financier assets.

PeerStreet's goal is to level the playing field and allow people to access real estate debt as an asset class.

Overconfidence and the Bank of Japan's loose monetary policy in the mid-to-late 1980s led to aggressive speculation in domestic stocks and real estate, pushing the prices of these assets to previously unimaginable levels.

Now, with the magic of QE2, the Fed wants to drive long - term rates down to unseen levels and push all Treasury investors (short or long) towards higher - risk assets — junk bonds, real estate, stocks, and commodities.

The event will provide the opportunity to meet and network with 150 + senior - level executives from leading: real estate developers & owners, crowdfunding platforms, private equity firms, hedge funds, family offices, broker / dealers, RIAs, investment banks, institutional investors, asset managers, and high - net - worth individuals.

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.

The Government Property Unit is being introduced to «centralise ownership» of the government estate and will charge departments market - level rents for freehold assets they currently own.

Develop Asset Management Plans The EFA, the local councils and large academies should work together to determine long - term investment needs (say over 25 years) for the schools estate and develop whole - life - value optimised five - year asset management plans at an individual school, council and national - leAsset Management Plans The EFA, the local councils and large academies should work together to determine long - term investment needs (say over 25 years) for the schools estate and develop whole - life - value optimised five - year asset management plans at an individual school, council and national - leasset management plans at an individual school, council and national - levels.

Asset allocation can be high level (i.e. 30 % bonds, 30 % stocks, 30 % real estate, 10 % cash) or it can be much more granular (i.e. 5 % financial bonds, 5 % energy bonds...)

At the most basic level, asset allocation simply refers to the way your money is divided across different investments, such as stocks, bonds, real estate, and other subcategories like large, mid-sized or small companies.

Investor Junkie @ Investor Junkie writes Shifting Risk in Your Investments — To invest in real estate on an individual level requires using your income, assets, and personal balance sheet to make a deal.

Perhaps real estate asset prices have climbed to a level that even a 3.5 % 30 - year mortgage can not fix.

A second level, that we might call savings level 2, would be realized in the form of a lower federal estate tax at the time of the asset owner's death when the gross estate is tallied for federal estate tax purposes.

Over time, he can cut or at least not grow his real estate exposure while raising the level investments in financial assets.

Our firm is devoted to delivering the highest level of technical competence and care, combining our extensive experience with our practical knowledge of estate planning and asset protection techniques.

It actually covers both parties at a much higher level, because obviously one of the biggest risks for an attorney is that you build this amazing estate plan and then nothing ever happens with it because none of the assets get re-titled.

There are threshold assets values that would need to be met before this is a concern, but once you factor in home values and life insurance policies, it is very likely that a person of even modest means could have a taxable estate on the state level.

'' [Making an estate plan] is less about your age or asset level,» Kane says.

The problem is different states have different rules when it comes to what asset level an estate must have in order to be required to enter into probate.

Tags for this Online Resume: Operations and Maintenance, Preventative Maintenance, Space Planning, Project Management, Real Estate, Facility Planning, Facility Engineering, Facilities, Vendor Services, Service Level Agreement, Facility Inspection, Housekeeping, Budget Planning, Capital Improvement, Condition Assessment, Build outs, Office Standards, Building Efficiency, Training and Development, Communication, Risk Management, Asset Management, Budget Control and Implementation, Root Cause Analysis, Purchasing Management, Contracts Management, Critical Equipment, Critical Facilities, Remote Sites

Pasadena, Calif. - based office REIT Alexandria Real Estate Equities Inc., for instance, is forecasting about $ 400 million in asset sales this year, which is on par with its disposition levels of the past several years.

Consumer Engagement Tools The following assets are available at the brokerage / company level, or as an enterprise solution to provide personal access to all agents and / or members within your company or association: • Weekly Consumer Bulletins (Personalized Press Releases): Helpful, consumer - facing real estate information, automatically formatted as press release, including personalized information.

«The asset class has... recently demonstrated the ability to generate high risk - adjusted returns, aiding in distributing funds back to investors at record levels and having a positive impact on investor appetite for real estate,» says Oliver Senchal, head of real estate products at Preqin.

Instead of falling to the bottom of the pile in a retail real estate department, surplus property today often receives the same level of attention as any large, underperforming corporate asset.

Perhaps most importantly, this collaborative process has enhanced each client's level of expertise in 1031 exchanges, asset management, property management, and developing real estate — knowledge and skills that should be handed down through each family's generations.

«High - quality assets are generally less susceptible to the various stages of the office real estate cycle, require less capital commitments to maintain higher occupancy levels and attract higher credit quality tenants.»

Individuals who could never access property - level commercial real estate investments such as apartment buildings or shopping centers are now able to use technology to pool money together with fellow investors in order to capitalize on the historically stable asset class.

This senior - level forum will provide the perfect platform to meet face - to - face and network with Mezzanine Finance Lenders, Private Mezzanine Loan Firms, Private Equity Firms, Institutional Real Estate Investors, Investment Banks, Distressed Debt Firms and Investors, Hedge Funds, Real Estate Asset Management Firms, Developers, Real Estate Owners and Investors to address the future of the Real Estate Mezzanine Loan industry.

This senior - level forum will provide the perfect platform to meet face - to - face and network with Mezzanine Finance Lenders, Private Mezzanine Loan Firms, Private Equity Firms, Institutional Real Estate Investors, Investment Banks, Real Estate Investment Divisions, Distressed Debt Firms and Investors, Hedge Funds, Real Estate Asset Management Firms, Commercial Real Estate Executives, Property Managers, Developers, Real Estate Owners and Investors to address the future of the Real Estate Mezzanine Loan industry.

Join us and network with senior - level representatives from the real estate industry's largest investors, private equity firms, asset managers, hedge funds, investment banks, distressed debt firms, lawyers, investment consultants, owners and developers.

As the most long - standing summit series in the industry, the event will once again gather over 200 exclusively senior - level representatives from the leading real estate private equity firms, pension plans, endowments, foundations, family offices, insurance companies, investment banks, distressed debt firms, real estate asset managers, consultants, and owners and developers.

This senior - level forum will once again provide the perfect platform to meet face - to - face and network with developers, owners, operators, hedge funds, private equity firms, real estate asset managers, investment banks, private finance companies, institutional investors, and distressed debt firms to address the future of the industry.

These changes will place new demands on management of the real estate asset, entailing a shift towards better service levels and more consumerisation.

Join us and network with the real estate industry's largest investors, as well as senior - level representatives from private equity firms, real estate asset managers, hedge funds, investment banks, distressed debt firms, lawyers, investment consultants, owners and developers.

It is also likely to generate new forms of asset configuration and workspace design, and place new demands on management of the real estate asset, namely a shift towards better service levels and more consumerisation.

The Summit will bring together senior - level representatives from: developers, owners, operators, hedge funds, private equity firms, real estate asset managers, investment banks, private finance companies, institutional investors, distressed debt firms & life companies.

«Chicago has seen an increased amount of foreign investment into its commercial real estate as intense competition for similar assets in markets like New York and San Francisco has driven pricing in those markets to very expensive levels,» said Ben Thypin, director of market analysis at Real Capital Analytics.

You will meet and network directly with senior - level representatives from real estate private equity firms, developers and project sponsors, real estate owners & operators, senior & mezzanine lenders, institutional investors and family offices, asset managers and allocators, attorneys and accountants.

This senior - level forum will provide the perfect platform to meet face - to - face and network with large institutional investors, asset managers, hedge funds, private equity companies, investment banks, and real estate investors to address the future of the real estate industry.

Alden Street Capital Management is a New York - based real estate investment company targeting investments across the U.S. in value - add and opportunistic projects requiring capital and asset level expertise, and developable land sites geared toward student housing.

Regardless of skill level, real estate managers will find guidance in all key areas when working toward the end goal - turning around a troubled asset.