Viewing entries tagged
finance

April 2024 Roundup: What I am Reading, Watching and Listening To

April 2024 Roundup: What I am Reading, Watching and Listening To

Should you confront your worries or try to banish them?

If you have a distressing thought, shoving it out of your mind will only work for so long. It will camp out in the unconscious, biding its time until it can emerge again, often through physical sensations, behaviors, emotions or dreams.

This Investor Raised Billions by Making Complicated Ideas Simple
Want to build influence with great ideas and simple writing? Look no further than Howard Marks. Most smart people use big words and plastic jargon to reinforce the barrier between themselves and “the common folk.” Howard, on the other hand, breaks down this barrier, and that’s why his ideas are so influential.

What is a Family Office and Why Does it Matter? by Ron Diamond
There are roughly 15,000 Family Offices around the globe which currently control approximately $10 trillion in assets. In comparison, there is only $6.5 trillion globally in the entire hedge fund world. But even more important than the size Family Offices currently are, we are about to experience the largest transfer of wealth in history.

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Real Estate Highlight : Delaware Statutory Trusts

Real Estate Highlight : Delaware Statutory Trusts

What are they and how can you benefit?

Real estate investors are constantly looking for new trends or the new “hot” investment. In recent years, Delaware Statutory Trusts (DST’s) have grown in popularity because of their diversification, tax planning opportunities, high-quality asset holdings, and passive nature. Delaware Statutory Trusts are an alternative investment vehicle to a traditional real estate property in a 1031 Exchange. DST’s allow investors to purchase tenant-in-common (TIC) share(s) of an investment fund. These funds can appear extremely similar to a Real Estate Investment Trust (REIT). The trust owns the property, but the investor owns a portion of the trust.