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RESEARCH & INSIGHTS
From market and legislation updates to information pertaining to the investment vehicles we utilize, we have curated these articles just for you.
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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 26, 20252 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 13, 20253 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 7, 20252 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 30, 20254 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 14, 20253 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 27, 20252 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 21, 20253 min read
Private Equity in Montana: Investing in Emerging Regional Economies
Montana isn’t just a lifestyle destination — it’s becoming an emerging investment market.
R. Levi Smith III
Apr 24, 20252 min read
Private Credit Is Reshaping Portfolio Strategy. Some Advisors Are Leading the Shift.
Amid a changing market, planners are turning to private real estate debt for stability, yield, and strategic alignment.
R. Levi Smith III
Mar 10, 20253 min read
Improving Debt and Equity Planning through a 1033 Exchange
Few investors would choose a 1033 Exchange willingly. But for those ready to shed debt and operational burdens, it may be an opportunity.
Johannes Ernharth
Feb 14, 20254 min read
The Power of 1033 Exchanges for Real Estate Destroyed by California Fires
Turning Lost Real Estate into a Low-Stress Retirement By Johannes Ernharth The widespread destruction caused by the California wildfires is another in a long list of natural disasters that have derailed the plans of many business and investment real estate owners. This can be especially challenging for those nearing retirement or lifestyle-driven exits, now finding themselves facing significant uncertainty about their future. Many affected owners will receive insurance and ot
Johannes Ernharth
Jan 21, 20255 min read
1033 Exchanges: From Hurricane Losses to Tax-Advantaged Real Estate Exits
With the right real estate toolset, destroyed investment real estate can transition into a passive, tax-deferred retirement.
Johannes Ernharth
Nov 19, 20245 min read
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