One of the first areas to come under inspection from prospective investors is the compliance procedures of an investment firm, during a review process titled due diligence. Here, operational, managerial, investment, and risk management areas are thoroughly explored to determine if proper procedures and policies are in place to ensure the investment firm meets legal and regulatory guidelines and standards as well as performance benchmarks and policies for growth.
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Why Real Estate Deserves a Hard Look in 2021 Feb26
Over the past several months, I have had many conversations with alternative managers preparing to boost their marketing efforts in a variety of real estate or related market investment strategies, all geared towards high net worth investors. This inspired me to ask the question, ‘Why is real estate the place to invest in 2021?’
... Read more »Selling Certainties for 2021 Jan20
2020 was a roller coaster year on many levels, filled with trepidation and nervousness for the overall health of the economy, our government and healthcare responses to the pandemic, and a sense of unease about whether or not ‘normal’ will ever be achieved post-Covid. Many things have changed, some temporarily, some permanently, but when it comes to the investment community, some things, thankfully, stay essentially the same
... Read more »Alternative Reasons to be Grateful Dec21
In these last days of 2020, it’s a time to reflect on what’s past and look forward to what’s coming. Though much has been written this year about the global challenges and hardships the pandemic has created throughout the business world, there have also been some glimmers of positivity. During this time of virtual business, here are some reasons to see the pluses of what has happened this unusual year
... Read more »5 Phrases to Leave Behind in 2020 Nov20
As we draw to the close of what can certainly be categorized an annus horribilis, there are several overused and tired phrases that need to be booted from our collective vocabulary in 2021. While sometimes the familiarity of hearing common language can foster a spirit of community, the gross overuse of such phrases can also contribute to ennui, a generalized overdose of word salad
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