Regent Peak Wealth Advisors’ Post

Listen into this C-Suite Show episode for information about the economic outlook and the future of real estate valuation from Chris Roach, MAI, CCIM.

In Crown Capital’s latest webinar, Dustin Miles dives into what it means to be a KP and how he got involved in his first deal. A KP, or Key Principal, is someone who signs on a loan. Despite the non-recourse nature of the loan, Dustin shared how nervous he felt during the process. To watch the full webinar, check the link below! https://lnkd.in/gvX8yqSF #CrownCapital #PropertyInvestments #InvestorMindset #RealEstateInvesting #FinancialFreedom #GenerationalWealth

Customer influx leads to record £6.3bn AUM for AJ Bell. Michael Summersgill. AJ Bell’s assets under management increased to £6.3bn, a rise of 47% over the last year and 9% in the previous quarter. Check out Linus Uhlig's latest article 👇 https://incm.pub/468Mxwm #investing #assetmanagement #wealthmanagement #finance

Your financial legacy extends far beyond your own lifetime. It's the impact that you make on future generations, the lessons you impart, and the values you instill. We've had the privilege of being a part of important conversations over the years, helping families navigate the complexities of wealth management and helping to ensure a secure financial future for generations to come. Let Cresco Wealth Management help you work towards building a lasting legacy that your family can be proud of. #calgary #yyc #yycbusiness #calgaryliving #spring #wealthmanagement #financialplanning #crescowealthmanagement #estateplanning

Hear from our independent financial professionals, including Meredith Dekker ChFC®, CDFA®, Mike Moffitt, and Andy Wallace, CFP®, about their experiences with Silver Oak Securities. Their stories highlight the unique benefits and supportive community we offer. Discover the Silver Oak difference today: https://lnkd.in/e9JKCdFj #FinancialProfessionals #JoinSilverOak #FinancialPlanning #WealthManagement

As the Private Credit Secondary Market continues to grow, it becomes more important to be discerning about what you are buying as not all secondaries will generate the same returns. We expect the biggest transactions to be the most competitive as the large asset managers seek to deploy assets, but not necessarily with the goal of generating the highest returns. Corbin Capital Partners, L.P. 's focus continues to be on the less crowded market segments, where we expect larger discounts to persist for longer.

Dedication is one of the cornerstones that make M&A Wealth great. It's about putting in the time, attention, and care to see something we care for flourish 🌱 For Ray, dedication means being there for our clients, ensuring every aspect of their financial journey is looked after. As Kisha shares, "Ray is passionate and always available, willing to roll up his sleeves and get his hands dirty, going above and beyond for every little aspect to ensure we get the best results." Whether it's tackling complex challenges or providing thoughtful guidance, Ray's commitment to client success speaks for itself. Learn more about the M&A difference 🔗 https://bit.ly/4g5m2vI #mandawealth #financialplanning #certifiedfinancialplanner #financialgoals

Ep. 109 - Investing in a Dislocated Market with Rick Courtney - CEO of Essential Realty Partners. Rick Courtney from Essential Realty Partners discussed the concept of a dislocated market," which occurs due to financial system stress that causes mispricing of assets. Increasing interest rates have caused significant distress in the marketplace and shifted the need for organizations to hedge their debt. The shift has caused a shockwave among organizations whose budgets did not anticipate the magnitude of change, while also creating negative leverage situations for multifamily operators. In order to prepare for future capital stacks, it is important for organizations to take into account worst case scenario sensitivity analysis in order to mitigate downside risk. Watch the episode here https://lnkd.in/gGt3TFY4 #familyoffice #familyoffices #foreinstitute #djvankeuren #familyofficerealestate #realestateinvesting #singlefamilyoffice #realestate

Ep. 109 - Investing in a Dislocated Market with Rick Courtney - CEO of Essential Realty Partners. Rick Courtney from Essential Realty Partners discussed the concept of a dislocated market," which occurs due to financial system stress that causes mispricing of assets. Increasing interest rates have caused significant distress in the marketplace and shifted the need for organizations to hedge their debt. The shift has caused a shockwave among organizations whose budgets did not anticipate the magnitude of change, while also creating negative leverage situations for multifamily operators. In order to prepare for future capital stacks, it is important for organizations to take into account worst case scenario sensitivity analysis in order to mitigate downside risk. Watch the episode here https://lnkd.in/gGt3TFY4 #familyoffice #familyoffices #foreinstitute #djvankeuren #familyofficerealestate #realestateinvesting #singlefamilyoffice #realestate

Ep. 109 - Investing in a Dislocated Market with Rick Courtney - CEO of Essential Realty Partners. Rick Courtney from Essential Realty Partners discussed the concept of a dislocated market," which occurs due to financial system stress that causes mispricing of assets. Increasing interest rates have caused significant distress in the marketplace and shifted the need for organizations to hedge their debt. The shift has caused a shockwave among organizations whose budgets did not anticipate the magnitude of change, while also creating negative leverage situations for multifamily operators. In order to prepare for future capital stacks, it is important for organizations to take into account worst case scenario sensitivity analysis in order to mitigate downside risk. Watch the episode here https://lnkd.in/gGt3TFY4 #familyoffice #familyoffices #foreinstitute #djvankeuren #familyofficerealestate #realestateinvesting #singlefamilyoffice #realestate