Preservation Easements

Preservation easements should play an important role in managing real estate holdings by creating a family legacy, generating substantial tax advantages, and facilitating other real estate investments. Unfortunately, portfolio and family office advisors are often unaware of these opportunities. After first describing the two main easement categories—cultural heritage preservation […]

Real Estate Investments of the Rich and Famous

Real estate research pays little attention to the investment priorities of the top tier of portfolios, sometimes called the “super rich” or the “super wealthy,” yet a relatively small number of such portfolios control nearly $100 trillion in investments. It comes as no surprise, therefore, that these investors show […]