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Apex News
The Special "CRE" Sauce
August 17, 2021
Earlier this year, our founder, Bob Connell, sat down with Jerilyn Klein to discuss his love of investing, particularly making direct investments in suburban commercial real estate, for an article for Rethinking65.
After fielding numerous requests, our Chief Investment Officer, Stuart Caplan, has penned a follow-up article performing a deeper dive on how we incorporated Bob's long-term success with the desires of our clients for a tax-efficient income stream.
I won't steal Stu's thunder, but in today's world, when you're going to get 1.5% on a Treasury bond for ten years, why not have a chance to get more with the same duration?
Read Stu's thoughts here.
DISCLAIMER: This is neither an offer to sell, nor a solicitation to buy securities, nor an invitation to subscribe to specific services. This overview is for informational purposes only, and nothing contained herein shall be construed as investment advice.
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