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February 10, 2022

Pathstone recently held a panel discussion on the outlook for private real estate investment in 2022 as major metropolitan areas look beyond pandemic-related slowdowns. Pathstone’s Dave Freudenberg, director of private markets research, was joined by executives from Savanna, a New York City-based real estate manager.

While our conversation focused on the New York City market, our panelists highlighted several notable trends relevant to private real estate investors in other major markets. Below is a brief summary of the key takeaways; please click here to access the full replay.

January 26, 2022

Our experts in tax, client advisory, and research have analyzed the three phases (planning, implementing, and maintaining) and summarized the 10 core concepts we use and teach every day to empower thoughtful management of our clients’ financial health. Read on to learn how to navigate your financial future and take control of your finances through these 10 financial planning fundamentals.

January 21, 2022

With early 2022 Congressional focus turning to voting rights, January 6th investigations, the COVID Omicron surge, and the soon to expire December 2021 ‘Continuing Resolution’ which funds the Federal Government only through February 18, 2022, the future and form of the Build Back Better Act (BBB) negotiations remain highly uncertain. Some commentators speculate that even the largely symbolic Senate vote promised by Majority Leader Schumer in December may not take place until March, if at all.

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