Walkner Condon Financial Advisors

NOVEMBER 1, 2023

When we invest, we essentially buy into an asset or financial instrument, with the expectation of receiving returns commensurate with the risks we assume over time. Structured Investments can help us attain various financial objectives, whether for immediate income or future growth.

High Net Worth Individuals 52

High Net Worth Individuals Investment Horizon Investing Banks 52

Pension Pulse

JUNE 14, 2024

“Our product is designed to help sponsors achieve their desired leverage targets on acquisitions and refinancings while generating compelling risk adjusted cash-on-cash and total return for our programmatic joint venture.”. We have built a strong portfolio with WDIP, leveraging our collective expertise in multifamily financing and investment.

High Net Worth Individuals 59

High Net Worth Individuals Private Equity Firms Private Equity Firms Leveraging 59

Axial

NOVEMBER 26, 2024

Potential buyers fall into two primary categories: → Financial Buyers : These include private equity firms (also known as “financial sponsors”), independent sponsors (or “fundless sponsors”), family offices, search funds, and high-net-worth individuals.

High Net Worth Individuals 40

High Net Worth Individuals Accredited Investors Investment Horizon Private Equity Firms 40