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Wealth in Motion: What High-Net-Worth Portfolios Are Doing Now
As we move through mid-2025, one thing is clear: market volatility has returned—and with it, a shift in how affluent investors are...
2 min read


Tariff Talks and Real Estate—What Ongoing Trade Shifts Could Mean for Property Markets
While campaign season heats up, the current administration has been quietly reshaping key trade policies behind the scenes. In recent...
2 min read


Bonus Depreciation Is Back: What It Could Mean for Real Estate Investors
The House Ways and Means Committee has advanced a tax bill that, if it passes a House vote next week as expected and is signed into law,...
1 min read


Commercial Real Estate Is Struggling—Should Residential Investors Pay Attention?
Headlines about distress in commercial real estate are hard to miss right now. From office towers in San Francisco sitting half-empty to...
2 min read


Trade Wars, Tariffs & Market Volatility: Why Uncertainty Could Drive Real Estate Markets
As global headlines once again turn to tariffs and escalating trade tensions , financial markets are reacting—and investors are...
2 min read


Luxury Real Estate & Wealth Preservation: Why High-Net-Worth Investors Are Doubling Down on Hard Assets in 2025
Yesterday, the Federal Reserve announced its decision to hold interest rates steady , while signaling two rate cuts before the end of the...
2 min read


Luxury Real Estate in 2025: Will Prices in Vail & Beaver Creek Stay on the Rise or Stablize?
The Vail & Beaver Creek real estate market is at an interesting crossroads. While inventory is increasing , we aren’t seeing a...
2 min read


The Rise of Ultra-Luxury Homes: What Buyers Are Looking for in their Winter Retreats
AI generated image - How can AI enhance your mountain retreat? Luxury ski homes are evolving beyond just prime slope-side locations and...
2 min read


Is Your Equity Working for You? Now’s the Time to Review Your ROE
Now is the perfect time to review your Return on Equity (ROE) —not just your Return on Investment (ROI). While ROI is a key factor when...
1 min read


Wealth, Real Estate, and the Great Wealth Transfer
Wealth and real estate have long gone hand in hand, and the present time is no exception. Andrew Carnegie famously said, “Ninety percent...
2 min read
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