Investing Themes: Secured Debt Investments

Education series post by Derek Uldricks

Investors are constantly looking for ways to increase their returns while minimizing their risk.  Many investors have a portfolio allocation to fixed income securities like bonds, mortgage-backed securities (MBS), preferred equity, or notes.  These securities are mostly structured as loans to enterprises to perform a variety of business endeavors.  The purpose of these fixed income…

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How Tariffs Impact Real Estate

Education series post by Derek Uldricks

For those less familiar with tariffs, we will first define a tariff and how it works in practice.  A tariff is a tax imposed on a good or service by the recipient country and is usually a percentage-based tax on the whole value of the good or service.  Let’s say there is a 25% tax…

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UPDATED: Preferred Equity Investing 101

Education series post by Derek Uldricks

Many investors rely on the fixed income in their investment portfolios to pay for their everyday expenses and lifestyle.  With the recent run-up in interest rates, many investors have moved their idle cash into money market accounts and other fixed income bond portfolios or treasury securities like t-bills, notes, and bonds.  Before the Fed increased…

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Election 2024: What it Means for Real Estate Investing

Education series post by Derek Uldricks

Election Results as it relates to Real Estate Investing At Pierside Capital, we interact with real estate investors daily and one of the current topics of conversation we run into is what the upcoming general election results might mean for real estate investing.  While it is impossible to accurately predict election results, it is helpful…

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Regulation D Securities: Private Placements

Education series post by Ethan Schelin

Generally speaking, when companies raise money from the public through a securities offering they must register the securities with the SEC. This is a lengthy and costly process that is undertaken for large offerings, such as an IPO for a well-known technology company. However, this process doesn’t always make sense for every offering, especially if…

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Pierside Capital Hired for 506 (c) Syndication

Pierside Madison Cape inside view

9/5/2024 – Huntington Beach, CA – Pierside Capital, through its’ relationship with Emerson Equity LLC , is pleased to announce that it has been engaged by Madison Resorts to raise equity in a follow on offering for the Montreal Beach Resort in Cape May, NJ. Proceeds from the offering will be utilized to renovate an…

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