Why a “9% Return” in California Might Only Real...
This guy thought his 9% return from hard money loans was good. But he lives in California and his marginal tax rate is ~40%. On an after‑tax basis, that 9% is really...
Why a “9% Return” in California Might Only Real...
This guy thought his 9% return from hard money loans was good. But he lives in California and his marginal tax rate is ~40%. On an after‑tax basis, that 9% is really...
What Q1 2026 Really Taught Us About Private Cre...
This is how awful private credit was in Q1… It outperformed all major public credit indices. Despite all the media hysteria around private credit earlier this year, the reality is...
What Q1 2026 Really Taught Us About Private Cre...
This is how awful private credit was in Q1… It outperformed all major public credit indices. Despite all the media hysteria around private credit earlier this year, the reality is...
How to Retire From Stock Picking Tax Efficiently
A client asked: “If there ever comes a day where I want to retire from trading individual stocks and just be exposed to the S&P 500, is there a way...
How to Retire From Stock Picking Tax Efficiently
A client asked: “If there ever comes a day where I want to retire from trading individual stocks and just be exposed to the S&P 500, is there a way...
An Alternative to 6.75% Mortgage Rates
Hybrid mortgages are catching 🔥🔥🔥 We’ve been working with families that have large stock portfolios ($5M+) to borrow against their portfolios through box spreads at rates around ~4%. Here’s the...
An Alternative to 6.75% Mortgage Rates
Hybrid mortgages are catching 🔥🔥🔥 We’ve been working with families that have large stock portfolios ($5M+) to borrow against their portfolios through box spreads at rates around ~4%. Here’s the...
3 Tax Planning Strategies for a $3M Income Year
3 tax planning strategies we’re doing for a couple with over $3m of income The situation: ~$3M expected income this year ~$500K capital gains from selling appreciated employer equity One spouse has Real...
3 Tax Planning Strategies for a $3M Income Year
3 tax planning strategies we’re doing for a couple with over $3m of income The situation: ~$3M expected income this year ~$500K capital gains from selling appreciated employer equity One spouse has Real...
Why We Love Sub-Institutional Real Estate
The smaller, sub-institutional market is where you can still find inefficient pricing and asymmetric value-add opportunities. This property was acquired in summer 2025 before capital aggressively rushed back into the...
Why We Love Sub-Institutional Real Estate
The smaller, sub-institutional market is where you can still find inefficient pricing and asymmetric value-add opportunities. This property was acquired in summer 2025 before capital aggressively rushed back into the...