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Bill Tessar, CIVIC Financial Services – Esprit de Corp
Upcoming Trends & Changes
Bill Tessar took the helm of CIVIC Financial Services back in 2017, three years into its founding, and turned it on its head....
Diversification Matters—Both in Life & Business
Upcoming Trends & Changes
Jay Pelham of Kaufman Rossin Wealth shares how alternative investment strategies are helping his clients reach their financial goals Savvy investors realize the...
How Fiduciaries Should Approach the Crime of Wire Fraud (Electronic Fund Transfers)
Upcoming Trends & Changes
Read the full December 2021 edition here. Fund managers, real estate developers, and companies with investors are all acting as fiduciaries for their...
Invigorate Finance: Optimization Via Collaboration
Upcoming Trends & Changes
Read the full December 2021 edition here. Invigorate Finance is proof positive that market volatility can breed enhanced innovation. As the global...
Year in Review: The Highs and Lows of 2021
Upcoming Trends & Changes
Read the full December 2021 edition here. As the world approaches nearly two years of a global pandemic that uprooted modern society, reshaped...
Eye to the Future
Upcoming Trends & Changes
Read the full December 2021 edition here. After waking up on 1/1/21, with a 2020 hang over, we looked around and began to...
RCN Capital: Mastering Organizational Flexibility as a Lender
Upcoming Trends & Changes
Read the full December 2021 edition here. While the real estate industry has long been considered one of the most resilient and lucrative...
More Investing Opportunities Will Emerge as the Housing Market Moves Toward Equilibrium in 2022
Upcoming Trends & Changes
Value-add real estate investing opportunities have been harder to come by — although still quite profitable — during the pandemic, but the expiration...
Time for a Constructive Conversation
Cover Story
Read the full Originate Report October edition here. For a property to stand the test of time, it is wise to construct it...
At the Heart of Bridge Loans: A Conversation with Sofia Nadjibi and Mark Hanf
Upcoming Trends & Changes
Read the full Originate Report October edition here. A bridge loan is a short-term loan that is used to help someone buy a...
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