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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....

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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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