The Great Wealth Transfer: How to Ensure Your Legacy Lasts

The Great Wealth Transfer. As we grow older and build families, discussions about wills and estate planning become increasingly important. Financial planners and family members want to ensure assets are distributed according to our wishes, avoiding probate and ensuring a smooth transfer to loved ones. But there’s an often-overlooked aspect: what happens after the transfer?

Monthly Investment Newsletter – March 2025

Private Equity Investment Company Investment Market Update: The US economy experienced a solid Q4, supporting a positive overall 2024: • Gross domestic product rose 2.5% in 2024

• The housing sector is relatively stabile

• Labor market conditions remain solid. The unemployment rate has been steady since the middle of last year and, at 4% in January, remains low.

• Inflation has eased significantly but remains above the Fed’s 2.0% goal. Total personal consumption expenditures (PCE) rose 2.6% over the 12 months ending in December. The PCE is what the Fed really focuses on when they look at inflation.

7 Tax Benefits of Commercial Real Estate Investment

Commercial real estate investment (CRE) is one of the most powerful investment vehicles available, offering not only substantial income potential but also significant tax advantages. Whether generating passive income through rental properties or earning returns on equity investments, CRE provides unique financial benefits. Many assume that tax liabilities will diminish the profitability of CRE, but in reality, the tax advantages can enhance returns significantly. Here are the top seven tax benefits of investing in commercial real estate.