Fraud & Embezzlement Kill Careers, Jobs, Capital & Businesses

We can help you put an end to this potential nightmare and create a whole lot of extraordinary benefits in the process. Financial reporting transparency, direct reduction of default risk, improved odds of a successful financing round, elimination of human errors that lead to execution risk, and a direct reduction of loan loss severity risk … More Fraud & Embezzlement Kill Careers, Jobs, Capital & Businesses

Default Risk in the Post-COVID World

Default. It’s the one word no entrepreneur, investor or lender wants to hear. Honest entrepreneurs, investors and lenders all agree that fraud and financial reporting transparency are critical issues that every business must address, but surprisingly enough, we are routinely victimized by fraud in all its ugly forms. In the CRE development industry, invoice phishing … More Default Risk in the Post-COVID World

The New Way Forward for CRE Developers Seeking Profits

We are pleased to announce the completion of our new licensing program for developers, funders, investors, broker-dealers and other industry participants seeking a new level of CRE investment opportunity support.  Please click on the link and learn a bit more about this program.  I put together a very basic program presentation to get the points … More The New Way Forward for CRE Developers Seeking Profits

Senior Housing Development Financing New Frontiers

Senior housing has been one of my lifelong passions.  It’s the only business in the world where the only prerequisites to success are liking money and loving the elderly.  It’s also the only business in the world where you can readily increase sales by simply increasing quality of service.  Development pressure continues to be driven by the aging demographics of our population and this is not going to abate for another 18 to 20 years.  Senior housing development financing has become a much more difficult harbor to navigate in recent years, as has all other CRE verticals due to the changing banking regulations … More Senior Housing Development Financing New Frontiers

Key to the Kingdom: CRE Development Equity Financing

The amount of investment capital flowing into the market has included an incredible amount of capital investment in CRE properties in private placement offerings of equity securities in Direct Participation Program transactions.  The demand has reached a crescendo for investment in acquisition financings and now we are running out of product.  That’s where the equity financing for CRE development transactions becomes a real issue that requires a real solution but the developer has to do it in reverse order. … More Key to the Kingdom: CRE Development Equity Financing

Unwinding the Complicated & Conflicted Compliance Conundrum

The regulators are after still after you.  Whether your business is being beat up by FINRA regulations, the Basel III  Accord or some other regulatory body, the desired impact is all the same – the regulators are here.  They are tired of dealing with the investment fraud complaints, the lack of reporting transparency that allows investment fraud to thrive, and they are going to take a pound of flesh. … More Unwinding the Complicated & Conflicted Compliance Conundrum