A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate. In 2021, House Democrats proposed cutting the federal estate- and gift-tax exemption nearly in half to help fund a…
Update: Friday, January 27, 2023 - The office of the chief investment officer of the Regents of the University of California and Blackstone (NYSE: BX) announced an expansion of their long-term “strategic venture.” UC Investments will acquire an additional…
Despite the backdrop of inflationary pressures, rising interest rates, broader market volatility, and geopolitical uncertainty, the real estate market was incredibly active during the first quarter of 2022. Multifamily garnered the majority of the capital flows with $63…
Thursday, June 16, 2022, Newport Beach, CA - South Coast Investment Advisors is moving its main operations to San Clemente, CA. As of August 1, 2022, South Coast Investment Advisors will be running day to day operations out…
Prices rose 19.8% year-over-year in February 2022, an even higher rate than the 19.2% growth seen in January, according to the S&P CoreLogic Case-Shiller US National Home Price Index. Phoenix, Tampa and Miami reported the highest year-over-year gains among…
