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When Will the SBA Mortgage Rate Go Down Again?

When Will the SBA Mortgage Rate Go Down Again?

August 5, 2024

This has been one of the most asked questions we get from our prospective owner/user buyers since the SBA 504 mortgage rate peaked at 7.01% back in November of 2023. The answer is: it already has, and it’s about to move even lower in the coming weeks. 



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The Election Effect Returns

The Election Effect Returns

July 23, 2024

In light of the major announcement by President Biden to bow out of the November election, we are postponing the posting of our final thoughts on the Wealth Cycle, which we have focused on over the last couple of months.



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Getting Ready to Watch the Sunset

July 10, 2024

We continue our series on The Wealth Cycle with a discussion on the sun-setting of major provisions in the US Tax Code that will become effective on January 1st, 2026, less than 18 months from now. Catch up on the series below.



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Wealth Distribution Considerations

July 2, 2024

Today we continue our discussion of issues related to Wealth Distribution, the third and final stage of what we call The Wealth Cycle. Get caught up on the series with the links below.



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The Community Property Step-up

June 5, 2024

For the past eight weeks we have been featuring an update of our popular series, The Wealth Cycle, which we first brought to you back in 2016. The Wealth Cycle concept is our way of looking at the shifting goals of investors over time. We break it down into three main phases that you can review with the links below.



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