top of page

RESEARCH & INSIGHTS
From market and legislation updates to information pertaining to the investment vehicles we utilize, we have curated these articles just for you.
All Posts


Tax Savings for Real Estate with the Work Opportunity Tax Credit (WOTC)
The Work Opportunity Tax Credit (WOTC) is a valuable but often overlooked tax incentive for real estate firms.

R. Levi Smith III
Oct 282 min read


Why Real Estate CFOs Are Moving Beyond Legacy Financial Systems
Today’s real estate market is fast-moving, complex, and data-driven. For CFOs, the pressure to modernize financial operations has never been higher. Legacy systems that once served well are now slowing firms down — creating inefficiencies, delaying decisions, and limiting growth potential. Take John, CFO of a growing property management company. His team spends hours on manual data entry, reconciling spreadsheets, and chasing down mismatched reports. Without real-time insight

R. Levi Smith III
Oct 223 min read


DST Sales Are Surging. If You're Not Participating, You're Getting Outflanked
The Delaware Statutory Trust (DST) market has eclipsed the entire DST total for 2024. Advisors need to know why addressing this niche can be very important for the clients, their reputations, and potential business growth.

Johannes Ernharth
Oct 83 min read


Unlocking Tax Savings: Retroactive Energy Efficiency Deductions for Real Estate Developers
If you’ve completed a commercial building project in recent years, you may be sitting on an overlooked tax opportunity.

R. Levi Smith III
Sep 182 min read


Ag Wins with the New Tax Law: What Farmers and Agribusiness Owners Need to Know
The recently passed One Big Beautiful Bill Act (OBBBA) makes permanent many provisions from the 2017 Tax Cuts and Jobs Act — delivering big wins for agriculture

R. Levi Smith III
Sep 32 min read


Rural America: Preparing for the Next Chapter of Opportunity Zones
The Opportunity Zone (OZ) program is poised for big changes under the proposed “Opportunity Zone 2.0” framework.

R. Levi Smith III
Aug 262 min read


Property Tax Appeals: A Practical Guide for Real Estate Owners
Property taxes are one of the largest ongoing expenses for real estate owners. But in many cases, tax assessments don’t reflect today’s market realities — and that can mean you’re paying more than you should.

R. Levi Smith III
Aug 133 min read


DST Market Stays Resilient Despite Summer Dip 6/30/25
Despite a summer dip, the DST market is demonstrating the deep client need for passive 1031 solutions.

Johannes Ernharth
Aug 72 min read


Opportunity Zones: A Changing Landscape and How to Navigate into the 2.0 Regime
Opportunity Zones (OZs) are no longer operating on borrowed time. Once a temporary provision, OZ incentives have been rejuvenated and locked into the tax code, offering long-range planning potential for investors and advisors alike.

Johannes Ernharth
Jul 304 min read


OBBBA Is Now Law: What Real Estate Owners, Developers, and Investors Should Know
The One Big Beautiful Bill Act (OBBBA) was just signed into law, bringing major tax changes. While the bill affects many industries, real estate stands out with some of the biggest opportunities — and a few deadlines to watch.

R. Levi Smith III
Jul 143 min read


Proposed FHA Changes Could Lower Multifamily Financing Costs
The U.S. Department of Housing and Urban Development (HUD) has proposed significant changes to FHA Multifamily Mortgage Insurance Premiums (MIPs) — a move that could lower financing costs and encourage new rental housing development.

R. Levi Smith III
Jun 272 min read


Don’t Be This Guy: The Hidden Costs of Ignoring Transitional Real Estate Wealth Planning
Here’s a little fictional tale of caution put together rooted in experience Meet Tom. In his prime, Tom was unstoppable -- A sharp,...

Johannes Ernharth
May 213 min read
Looking for More?
Let's Talk.
Contact us to request more information, or access our pre-diligenced list of offerings today!
bottom of page