Your operations business plan has to be a living document that is updated each month of operations or you face the reality that you are not being an efficient steward of capital. Updating your operations business plan takes some effort. … More Is Your Business Plan Alive & Well?
For commercial real estate developers, this means the opportunity to co-sponsor the development with a DST sponsor now provides the opportunity to provide the takeout financing source the construction lender needs to come to the table. This has the potential to reduce cost, risk and time in ways that will forever change the way commercial real estate development transactions are financed. … More Are DSTs the New Construction Take-Out Financing Source for CRE Developers?
nvestment requires risk-taking and some of the risks we used to take for granted like bankruptcy risk, foreclosure risk, maturity risk, investment fraud, execution risk and technology risk are no longer in the “baked into the pie” status. … More CRE Investment Yields: What’s in Your Wallet?
The broker-dealer industry is now facing a performance crisis of its own making. Revenues for the industry are coasting downward while operating costs are skyrocketing. That tells me the market has decided this industry no longer provides a sustainable value proposition to the investing-public that the investing-public values. Security sales is a service and when the service quality goes down, the costs go up and the revenues take a long time to recover, if ever. The advancement of artificial intelligence now threatens to replace registered representatives of broker-dealers, it now threatens to replace registered investment advisors, and it threatens the commercial finance and banking industry participants on a massive scale. … More Finance Jobs That Will Likely Disappear
We have obtained exclusive rights to this new technology to use it for the purposes of verifying investor subscription agreements in private placement offerings of securities to eliminate the major source of future investor claims of investment fraud on securities broker-dealers on the buy-side and sell-side and for registered investment advisors. This fraud protection program is part of the INVIZEN IT Real-Time Status Asset Care Protection Program – a business subscription service that is designed to provide investment performance assurance monitoring and prevention of bankruptcy and foreclosure events for the full term of the investment holding period. INVIZEN does this in a real-time setting utilizing our proprietary technology to provide a proactive approach to eliminating commercial real estate loan and investment loss severity risk. … More My Voice Is My Password, Verify Me
Acknowledgement of the resulting risks requires the sponsor, B-D and/or RIA to conduct pre-investment interviews to provide affirmative evidence the subscriber has read the offering memorandum, understands the due diligence process and results that were provided, understands the nature of the risks involved, has decided the potential economic returns justify their investment of at-risk capital in spite of the risks involved, and has received satisfactory answers to all requests for information and questions the subscriber has had prior to making a final decision regarding the subscriber’s desire to invest money. … More Raising the Bar: Private Placement Offering Subscriber Due Diligence Standards
Underwriting is like picking a scab, I think. As long as you don’t mess with it things are okay. This was the case as well. Due diligence in a hot market doesn’t mean that we all just agree the yield is so great whatever the risks are they are going to be manageable because that’s a great yield! Whether it is working capital, exposure to future market disruptions, conflicts-of-interest that could spell problems for everyone but the sponsor … More DST 1031 Exchange Properties: Due Diligence in a Hot Market
INVIZEN now offers the only end-to-end solution that is specifically designed to reduce the future exposure of broker-dealer and registered investment representative for investment fraud claims loss by addressing the source of the problem – future commercial real estate property business bankruptcy risk and foreclosure risk events. Our real-time solution provides up to 24 months of advance notice of market disruptions that could create a liquidity crisis that would otherwise end in a bankruptcy petition, while also monitoring property operations to help prevent those pesky administrative foreclosure default issues … More Broker-Dealer Investment Fraud Claims Loss Risk