Sentences with phrase «estate strategies as»

There are few real estate strategies as controversial as bully bids.

Writer Dennis Torres, a licensed California real estate broker, oversees Pepperdine University's real estate strategies as director of real estate operations.

Not exact matches

It's an unusual investment strategy, to be sure, but like other kinds of U.S. real estate, recreational ranch land values nosedived in the downturn, shedding as much 50 percent from the peak in certain markets.

He said that new forms could include specific real estate projects (such as jails, universities and hospitals buildings) or investment strategies tied to specific themes (such as insurance risks, population growth or climate change).

Just consider the financial risks entrepreneurs run, for example, if they give company stock to their children as part of a long - term estate - planning strategy — only to have the IRS step in years later and challenge the claimed taxable value of the gifts.

This will be the focus of Chapter 3, as we dive deeper into looking at the various niches and strategies you can profit from in your real estate journey.

One question is how HNWIs will modify investment strategies as the current real estate cycle continues to stretch into extra innings.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

As locational choices multiply for investors and corporates, find out how these new city groups impact real estate strategies.

We'll also look at effective strategies for reducing estate tax for high net - worth individuals such as FLPs, CRTs, and ESOPs.»

As they started sharing their «on the streets» strategies with local real estate investors, word began to spread and they couldn't keep up with the number of people looking for help.

As business officer of Zillow Group, Greg leads sales and B2B business strategy across Zillow's real estate, rental, mortgage and home improvement marketplaces.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

The Carlyle Group is shaking up its real estate team as the firm rethinks its Asian investment strategy.

I do a lot of real estate investing and try to do it as smart as I can with always having clear exit strategies but it seem inevitable that at some point there will be failure.

Alliance Office Strategies, Inc. is an executive suite management company that focuses on assisting property owners achieve maximum value for their real estate investments by turning around empty space into executive suite properties, as well as by managing the executive suites.

How determined is the reason for the later stages in being successfull as a real estate investor and formulating the investing strategy?

Choose how you want to make money by following as many as five strategies: High - Yield, Dividend Growth, Low Risk, Real Estate, Options, and Bonds strategies

I often recommend leaving IRAs and other tax - advantaged accounts to grandchildren, as it allows for the possibility of decades of tax - deferred and potentially tax - free distributions, which can be an extremely powerful estate transfer strategy.

It is insights such as these that are provided by the Global Intel dataset to assist owners and managers as they develop their real estate investment strategies across global markets and property types.

«The accumulation of real estate is an integral component of their overall investment strategy, and as such, the foreign buyer tax is not a deterrent,» he said.

The strategic reason that I chose buy and hold long term real estate investing as opposed to let's say flipping houses or wholesaling or some other strategy is because buy and hold could be passive.

Hybrid or multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

The event will explore in greater depth the recent developments in the real estate preferred equity & mezzanine loan industry as well as unique investment strategies and opportunities.

The event will explore in greater depth the recent developments in the real estate mezzanine loan industry as well as unique investment strategies and opportunities.

He is also a Partner at HPM Partners where, with his 32 partners and 50 associates in six offices, he works with owners of businesses on their growth strategies, M&A, financing, liquidity, wealth management, cross - border / multi-national issues, estate planning and tax strategies; and for his multi-generational and family clients, he brings several lifetimes of dealing with family dynamics, trusts, business - ownership, family charters and youth education as a member of two large, historic business families.

«We're thrilled to open our 400th location in Canada this month, as well as our 300th supercentre,» said Preyash Thakrar, senior vice president, strategy and real estate.

His advice to life insurance advisors who are talking with clients about gifting strategies during this two - year period is to «keep in mind that making big gifts is a long - term proposition for clients,» as is 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.

Founded to help small businesses within the retail, restaurant, hospitality, and real estate industries successfully grow and expand their ideas and concepts, Streetsense Capital provides intellectual and financial capital, strategic consulting, and asset management, as well as access to the unparalleled expertise of Streetsense's multidisciplinary design and strategy team.

• Chicago - based Kinzie Real Estate Group, which «will provide real estate and development recommendations for the project as needed to help the park district in the valuation and strategies for their land holdings, specifically the Highland Park County Club.&Estate Group, which «will provide real estate and development recommendations for the project as needed to help the park district in the valuation and strategies for their land holdings, specifically the Highland Park County Club.&estate and development recommendations for the project as needed to help the park district in the valuation and strategies for their land holdings, specifically the Highland Park County Club.»

«As always, Senator Gillibrand likes to have it both ways touting cosmetic reforms while personally profiting from an insider trading strategy focused on shorting mortgage companies, builders and real estate investments during the very depths of America's housing crisis.

The governor also did not deny that he was the «top Cuomo administration official» quoted in the Daily News questioning de Blasio's strategy as he pushed to renew his control of the city's schools and restructure and reauthorize a real estate tax subsidy to help him build more affordable housing.

Regardless of who ends up in Gracie Mansion, an administration change means a strategy adjustment for developers, who have spent more than a decade getting used to Bloomberg's taste in real estate projects as well as how his key appointees — from City Planning Commission Chair Amanda Burden to Department of Buildings Commissioner Robert LiMandri — operate.

Update: Long Campaign Spokesman David Catalfamo responds, «As always, Sen. Gillibrand likes to have it both ways, touting some cosmetic reforms while personally profiting from an insider trading strategy focused on shorting mortgage companies, builders and real estate investments during the very depths of America's housing crisis.

As they struggle to develop a strategy to hold on to the estate, the film focuses on an actual harvest of grapes.

As a 36 - year veteran to real estate investing, Larry understands that times have changed with the global economy and investment strategies must change as welAs a 36 - year veteran to real estate investing, Larry understands that times have changed with the global economy and investment strategies must change as welas well.

«In fact, there may be diseconomies of scale for larger public pension plans because of the complexity of implementing their investment strategies, which include contracting out for external experts — a practice that has become increasingly popular, with plans investing more in non-traditional assets such as real estate, infrastructure, and private equity,» said the report.

I am Jeff Adams and with the years of experience behind me in this field I am here to offer you some valuable advice about the hedge funds investments, the various strategies they adopt for investing in real estate and how as a small investor you can not only survive but even thrive in their presence without competing with them.

You will be asked to «weight» your desires as they relate to stock market investments, real estate, private securities, bonds and other strategies that the trust administrator will professionally manage.

In short, charitable trusts (charitable lead trusts and charitable remainder trust) provide a way to save substantially on income taxes and capital gains as well as estate taxes depending upon the strategy elected.

This is a key aspect of cash value life insurance AND can be applied as part of a retirement planning with life insurance strategy OR as a way to create private financing for real estate or other investments.

If you'd like to explore a second to die life insurance option OR any other life insurance strategy as part of your estate plan, reach out and connect with us today!

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

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

This is normally done as part of a broader estate planning strategy which intends to supply their heirs with cash to pay off estate taxes.

Transfers to ILITs are often done through gifting assets as part of a strategy to decrease an estate while providing a reserve for future generations.

So, it is important to consider the withdrawal of cash value as part of your financial and estate planning strategy.

This an important advantage when considering permanent life insurance strategies such as the infinite banking concept ®, which is based upon a number of concepts such as the velocity of money and creating financial arbitrage to facilitate other activities such as real estate investing through cash value life insurance.

Home staging has been around for a long time for luxury properties, but it really took off and became popular as a real estate marketing strategy in the late 2000s when real estate became a buyer's market... our current market.