Keeping you up to date And in the loop
We believe it is not only important that we get to know you as a person and an investor, but that you get to know how we think. So we keep you abreast of market news and timely financial newsletters to give you convenient access to issues that matter to investors. We also keep you up to date on our upcoming events and speaking engagements that you may be interested in attending, and hope you’ll join us soon.
Upcoming Events
TBA
The pledged-securities mortgage explained
Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage.
Family & Lifestyle
Leveraging a non-occupant co-borrower to buy a home
For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.
Family & Lifestyle
Key Requirements for Aging in Place
Remaining at your long-term residence as you age can be an attractive option – but it may require home modifications to accommodate your needs.
Retirement & Longevity
How AI and clean tech help create better, greener buildings
From the data center to the daycare center, real estate developers are transforming buildings’ carbon footprint.
Technology & Innovation
Mortgage: 15 vs. 30-Year Comparison
Determining which mortgage term is right for you can be a challen...
Loans
