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Real Estate Advisors Non-traded REITs

Non-Traded REITs 101: The Benefits and Risks to Investors

What is a REIT? A REIT (Real Estate Investment Trust) is a tax-advantaged investment vehicle created in 1960 as part of the Cigar ...
Ryan Gunn February 13, 2019 1

Real Estate Opportunity Zones

Do You Need to Use a Broker-Dealer for an Opportunity Zone Fund?

The latest real estate-based tax-deferral investment strategy, opportunity zone funds, has only begun to impact the market. As ...
Chris Rohde February 8, 2019 1

Taxes Opportunity Zones

What is a Qualified Opportunity Zone Fund?

What is an opportunity zone? An opportunity zone is an economically distressed area or community designated by the state in which ...
Ryan Gunn January 25, 2019 0

1031 Exchange Opportunity Zones

The Difference Between Opportunity Zones and 1031 Exchanges

2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly ...
Chris Rohde January 10, 2019 0

Cybersecurity Straight Through Processing

How Manual Investment Processes Expose You to Risk

According to SEC Form D data, $1.7 trillion was invested into private offerings under Regulation D in 2017. Nearly all of those ...
Ryan Gunn October 26, 2018 0

Fintech Straight Through Processing

2 Technology Tools Securities Attorneys Can Recommend to Issuer Clients

Last month, WealthForge hosted a round table in Richmond, VA with local business and securities attorneys to discuss the emerging ...
Chris Rohde September 11, 2018 0

Events Fintech

Breaking Tech-Adoption Paralysis: A Recap of the 2018 IPA Ops Tech Innovation Forum

  There appears to be a tangible shift in our industry, as discussed in many of the industry conferences this year, toward ...
Kevin Zwick August 15, 2018 0

Fintech

What Are NIGO Documents?

NIGO is an acronym that stands for “not in good order.” In investments, insurance, or pretty much any other industry that ...
Ryan Gunn August 9, 2018 0

Fintech

UX vs UI: How FinTech Companies Can Build Trust Through Software

There is a long and unresolved debate about the exact definitions of User Experience (UX) and User Interface (UI). We won’t wade ...
Terry Weatherstone July 23, 2018 0

FINRA SEC

How JOBS Act 3.0 Will Affect Alternative Investment Markets

The omnibus bill (The JOBS Act 3.0), as described by Representative Jeb Hensarling in an op ed for the Wall Street Journal, ...
Chris Rohde July 23, 2018 0