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Advisor Practice

A Reverse Mortgage Is An Arrow In The Quiver, But Maybe Not The First To Be Pulled

August 24, 2023

I was going through my email inbox and this article from Financial Advisor caught my eye.  I have been an advocate of reverse mortgages as a supplemen...


Is There Only One Right Way To Provide Liquidity?

August 15, 2022

I came across a blog post titled Mini-Tenders by MacKenzie (and Other Bad Actors) are a Losing Proposition for Shareholders on the website of Rialto, ...

1031 Exchange

DST is not the only 1031 Exchange Solution

June 27, 2022

When the IRS acknowledged the Delaware Statutory Trust (DST) as a direct investment in real estate as opposed to a security, it became the vehicle of ...

3122 Consulting


June 21, 2022

Welcome to the 3122 Consulting website.  3122 Consulting was created to bring an institutional approach to the sourcing, due diligence, structuring, a...