As we reflect on the first half of the year and look towards the second half, we thought it would be a great time to seek market insight from Jeff Krumpelman of Mariner Wealth Advisors. Jeff is the Chief Investment Strategist and Head of Equity Investments at Mariner and he joined us to help breakdown where the market is headed in the second half of 2021. As chief investment strategist, Jeff serves as a member of the investment committee and leads Mariner Wealth Advisors’ equity team. In this capacity, he contributes to decisions impacting strategies and tactical allocation of portfolios at ..read more

Are you aware of the trends impacting the real estate market? Brian Beaulieu, CEO and Chief Economist of ITR Economics shares his latest forecast on the national and global economies, including, where the opportunities are for business owners and real estate investors. Brian Beaulieu has served as CEO and Chief Economist of ITR Economics since 1987, where he researches the use of business cycle analysis and economic forecasting as tools for improving profitability. About ITR Economics ITR Economics provides the best economic intelligence to reduce risk and drive practical and profitable busi ..read more

Have you ever considered investing in real estate? We have a special episode where RealCrowd CEO, Adam Hooper, is a guest on the Main Street Business podcast. Hosted by Matt Sorensen founder and CEO of Directed IRA and Directed Trust Company. On this episode, Adam discusses the five key areas of risk found in real estate. Links Connect with Mathttps://www.linkedin.com/in/matsorensen/ Learn About Directed IRA https://directedira.com/ https://directedira.com/podcast/ *If you’d like to learn how Mariner Wealth Advisors can help you build a roadmap for your real estate invest ..read more

Cindy Chetti, Senior Vice President for Government Affairs with the National Multi Housing Council, gives us an inside look on upcoming policy changes and how they might impact the multifamily industry. Cindy Vosper Chetti is Senior Vice President for Government Affairs, with responsibility for implementing strategy for all legislative and regulatory issues of interest to the National Multi Housing Council and National Apartment Association Joint Legislative Program. For the previous 10 years, Chetti was the lead housing policy expert for the House Financial Services Committee, working as a ..read more

Curious about what’s happening in the multifamily market? Doug Ressler, Senior Research Officer with Yardi Matrix, joins us to discuss trends in multifamily and key market factors for investors. About Yardi Matrix Yardi® Matrix offers the industry’s most comprehensive market intelligence tool for investment professionals, equity investors, lenders and property managers who underwrite and manage investments in multifamily, student housing, industrial, office and self storage property types. We provide nationwide market and institutional research reports that lever ..read more

Adam Hooper: Capital raising is gonna look very different in 10, 15 years. And it does today. And I believe, I think in, in, obviously you have some conviction around that as well, that retirement is going to be a larger part of that. So what are some of those things that they are paying attention to? As we look at that shift of getting access into some of this capital from a manager perspective and the things they thinking about. Mat Sorensen: Here’s one big one that I think just goes on notice inherited retirement accounts. So when you talk about that 20 to 30 trillion, that’s going to be ..read more

Adam Hooper: Can you give us a 30,000 foot or from a manager’s perspective of what does that look like to accept these funds? Is there anything that they need to do differently? Is there anything they need to do to accommodate working with with a custodian or trust company that might be outside of how they would typically handle non-qualified money? Mat Sorensen: Yeah, I think there’s two things that you’ll want to have in your offering docs and two things from a legal tax. Process to know the one is UDFI that we talked about earlier. So most offering docs, if they take retirement account dol ..read more

Adam Hooper: Are there other, I know like annual statements of value reporting requirements. Is there anything from an ongoing basis that a manager would have to be concerned with? Mat Sorensen: Yeah. So typically an IRA is going to need to have an annual fair market value. So they want an indication of what’s my IRA worth. Now I’ll say this just because I see the, the industry and I, you, before I started my own company, I was outside counsel for almost a third of the space. And so as an attorney the IRS has basically said unique or hard to value assets, like a private investment. That you j ..read more

Adam Hooper: Is there anything else that as an investor, looking into some of these deals, if they’re going to place qualified money, retirement money into some of these deals. Is there anything else in the documentation or in the setup or any conversation that they should be having with a manager of making sure that they’re all on the same page with what that might take going for? Mat Sorensen: Yeah, it depends on everyone’s situation, but the first one would be the debt that we’ve talked about. Is there debt in the deal or not, and actually 401ks solo 401ks, which many of those get self-dir ..read more

Adam Hooper: So if someone has, like you said before, right? The bulk of America’s capital is in retirement accounts. If someone has funds that are in a savings or in a taxable non-qualified account, Where should they be prioritizing one or the other? I know, obviously we can’t give tax advice on the show here. But generally, how do you see that decision making process of if there’s multiple sources of funds were the benefits of doing it through their they’re qualified by their IRA or 401k rollover versus a taxable account. Mat Sorensen: So we always look at it and I think it’s not an either ..read more