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Business travel and office work has transitioned to Zoom, e-commerce and the accompanying need for warehouse space has exploded. People are leaving states, such as California, New York and New Jersey, with a high cost of living and high taxes and moving to places such as Austin, Boise, Denver, Nashville and Florida. The lowering of interest rates by the Fed has led to cap rate compression for multifamily and net lease. The key challenge for real estate investors in 2021 is determining which 2020 trends are temporary and which ones have longer legs.

While the unavoidable and ever-present backdrop of the COVID-19 pandemic has obviously dominated the national conversation over the last six months, 2020 isn’t done making headlines just yet. For financial professionals, this presents a remarkable (and, in many ways, historic) challenge: evaluating and responding to the potential impact of a landmark election in the middle of a global pandemic. Regardless of who wins in November, the stakes are high and the potential civic and social impact profound. What role will potential election-related volatility play in shaping investment decisions and financial planning strategies in the weeks, months, and years ahead?

Concorde’s Chief Compliance Officer, Lori Kamen participated in the Real Assets Adviser Roundtable: What does the SEC’s Regulation Best Interest (Reg BI) — for better or worse — to the private wealth industry? The regulation was designed to enhance the quality and transparency of retail investors’ relationships with investment advisers and broker/dealers, bringing the legal requirements and mandated disclosures in line with reasonable investor expectations, while preserving access (in terms of choice and cost) to a variety of investment services and products. Read the rest of the roundtable article on Reg BI from the September issue of Real Assets Adviser here.

Concorde’s Chief Compliance Officer, Lori Kamen participated in the Real Assets Adviser Roundtable: What does the SEC’s Regulation Best Interest (Reg BI) — for better or worse — to the private wealth industry? The regulation was designed to enhance the quality and transparency of retail investors’ relationships with investment advisers and broker/dealers, bringing the legal requirements and mandated disclosures in line with reasonable investor expectations, while preserving access (in terms of choice and cost) to a variety of investment services and products. Read the rest of the roundtable article on Reg BI from the September issue of Real Assets Adviser here.