Corderman & Company, Inc.’s Post

We agree with JPMorganChase's mid-year market outlook: Higher-for-longer interest rates and geopolitical issues are set to influence commercial real estate in the second half of 2024. Multifamily, retail and industrial sectors continue to perform well, while office vacancies rise. It's crucial for commercial real estate owners and operators to optimize liquidity and safeguard against fraud. Read the full report to navigate these trends and secure your position in the market: https://bit.ly/3W5Kben For personalized strategies and expert guidance, contact the experts at Copaken Brooks today. #RealEstateInsights #MarketTrends #CommercialRealEstate #CopakenBrooks #JPMorganChase

Lateral wirehouse moves are driven by a competitive landscape where firms vie for top talent and lucrative client assets. As wirehouses seek to bolster their market share and strengthen their advisor count, aggressive recruitment strategies and enticing incentives fuel the ongoing battle for industry supremacy 🔽: 𝗡𝗲𝘄 𝗬𝗼𝗿𝗸, 𝗡𝗬: UBS welcomed the team of Joseph Guarneri CFP®, CHFC®, CLU®, Steven Kabot, and Stefani Masry, formerly of #Merrill, bringing $2BB AUM. 𝗔𝘁𝗹𝗮𝗻𝘁𝗮, 𝗚𝗔: The Caliber Group managing $700MM AUM, returned to Morgan Stanley from UBS, led by Araya Mesfin, CFP®, Mike Johnson, CRPS, and Michael J. Grace. 𝗖𝗵𝗲𝘀𝘁𝗲𝗿𝗳𝗶𝗲𝗹𝗱, 𝗠𝗢: UBS welcomed the Medelberg Group from Morgan Stanley managing $275MM AUM. 𝗡𝗲𝘄 𝗬𝗼𝗿𝗸, 𝗡𝗬: The Brisbane Group managing $1.5BB AUM joined Morgan Stanley, led by Maria Brisbane, CFA and Alex Zachary. 𝗛𝗮𝗿𝘁𝗳𝗼𝗿𝗱, 𝗖𝗧: UBS welcomed the Keating Group, led by Maureen Keating, CFP®, Michael DeCorleto, CFP®, CRPC™, and Matthew Marques, CIMA®,CPWA® managing $700MM AUM. The wirehouse tug-of-war underscores large teams' decision to remain within wirehouse culture and parameters, even as the industry trends towards independence. Winthrop & Co. 💡 #WireWars #Wirehouse #CorporateCulture #BigBrand #Incentives

We’re long Ohio. Buying our 3rd deal outside of Columbus now. Family patriarch died so property has situational distress with the remaining family not wanting to invest in the asset. Love deals like this. We’re also assuming the loan, so it has positive leverage. Curious if anybody else is active in Ohio? #realtymogul #multifamilyinvesting #multifamily #ColumbusOH #Ohio #Columbus #realestate #realestateinvesting Risk Disclosure: Investing includes risk of loss, including complete loss of capital. Securities offered by RM Securities. See offering materials for a complete list of risks and disclosures at www.realtymogul.com. Form CRS.

Sixteen years ago today, I stepped into my first job as a Rookie FA at Wachovia Securities—just as Lehman Brothers collapsed. Timing, right? I passed my Series 7 six weeks later, but the markets kept dropping. Watching veteran advisors struggle through the chaos, I couldn’t help but wonder why they weren’t using put options to protect their clients. The answer? Too much paperwork, compliance, and complexity. Fast forward to today—risk management is as critical as ever. At Vest, we’ve simplified it with over $32B AUM and 200+ innovative, derivatives-based products. Our Buffer ETFs offer a streamlined way to protect against downside while capturing upside. The 2008 lessons are still relevant—though I can't say the same for my Jos. A. Bank suit, or the free socks that came with it.

Credit Line Chronicles: The $7 Million Rollercoaster Ride In a financial whirlwind, a modest $250,000 credit line from Wells Fargo turned into a $7 million account. But success brought unexpected challenges, leading to Wells Fargo shutting down our credit line. Amidst the chaos of unpaid bills and commitments, we pulled off an incredible show, showcasing resilience in the face of adversity. Share your thoughts below and let's discuss the rollercoaster ride of business challenges! #FinancialUpsAndDowns #BusinessResilience

𝘙𝘦𝘱𝘰𝘳𝘵𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘸𝘪𝘳𝘦𝘩𝘰𝘶𝘴𝘦 𝘥𝘦𝘮𝘪𝘴𝘦 𝘢𝘳𝘦.... Not quite greatly exaggerated. "Mischaracterized" might be the better phrase. While their dominate grip on the marketplace may have loosened, wirehouse firms continue attract top talent. Our very own 2023 Advisor Transition Report found that more than 50% of wirehouse advisors opted to transition to a competing wirehouse rather than going independent or joining a regional or boutique brokerage firm. So which is it? Louis Diamond does an excellent job of diving deeper into the seemingly conflicting data around the state of the wirehouses, here in Financial Advisor Magazine. https://lnkd.in/eGn5kgJK

#BREAKING📊Blackstone sees a $30 trillion opportunity in private credit. 🚀 "There's a $30 trillion opportunity to finance the real #economy, from credit cards to data centres," said Rob Horn, global head of infrastructure and asset-based credit at Blackstone's new BXCI unit. 💼Blackstone , which earlier this year predicted the market would hit $25 trillion, is seeing more high-quality companies borrowing. 💻The New York-based money manager also expects $1 trillion to be spent on data centres over the next five years. Many are contracted for up to 25 years with major technology companies, which is good for stability. 🗨 Horn says "here are still advantages to private credit over public markets, which he says can be more exposed to funding and dilution challenges, as well as price swings". #invest #Trading #markets #bourse

I just completed JPMorgan Chase & Co.'s #Investment_Banking on Forage. In the simulation I: 🔹 Identified an ideal M&A target for a client based on an assessment of their strategic and financial criteria. 🔹Constructed a #DCF model to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption. 🔹Created a 2-pager for the client containing a company profile and summary of the auction process. Check out the simulation here: https://lnkd.in/g8CwJZCM

Sharing a great read about how TD Securities is poised to accelerate its’ growth strategy one year after the acquisition of Cowen. The combination of TDS and Cowen will not only enable the firm to better serve existing clients but also win new mandates. But ultimately this all comes people and culture. And as noted in the story, “people and culture eat strategy for breakfast”.

Citi downgrades D.R. Horton and Lennar https://lnkd.in/e2JDvQW6 I would think all publically traded homebuilders are in the same boat. It's all about gross revenues. Private builder's are valued more from net income growth in my opinion. Gross Revenue growth at all costs can lead to inferior construction and heightened litigation expense. Quality construction will lead to repeat business and employee stability.