Great Point Capital LLC

Thank you to CORE Pacific Advisors, Asset Preservation, Inc. & 1776ing for hosting our regional event in Scottsdale, AZ yesterday!

?? **How #InterestRate Cuts Could Impact Commercial #RealEstate** The Fed began its easing cycle with the first rate cut since 2020. Here’s how it could impact #multifamily real estate #investors. ??**Key takeaways** **The Federal Open Market Committee (#FOMC) lowered its benchmark by 25 basis points at the November meeting—following its first rate cut of 50 basis points in September—bringing the target federal funds range to 4.50%–4.75%. **J.P. Morgan expects the Fed to remain on a gradual path of bringing rates back toward neutral; however, incoming macro data could influence the timing of rate cuts in the coming year. **Multifamily investors have many opportunities in a lower rate environment, such as #refinancing and portfolio expansion options. ??**Lower rates present multifamily investors with many opportunities, including** **Refinancing properties**: Falling rates can be especially beneficial for investors with loans near the end of their term. By refinancing, investors can lower their monthly payments and potentially save thousands of dollars in interest. Property refinancing can also help improve cash flow and free up capital for renovations or new building purchases. **Growing their rental portfolio**: “The recent 25 bps decrease in the Fed funds rate is helpful. Lower short-term rates are helpful for real estate investors primarily helping short-term financial needs like construction loans,” Brooks said. Valuations have continued to stabilize,?especially true in larger markets such as #LosAngeles, #NewYork and #SanFrancisco, where the cost of living tends to be higher and there’s a naturally large pool of renters. Aside from expanding to new markets, multifamily investors can add new asset classes to their portfolios, such as mixed-use, retail and industrial properties. ?? GPC Blog: https://lnkd.in/gi4dyyvN ?? GPC Newsletters: https://lnkd.in/g7v-KWDp #RIA #FamilyOffice #HighNetWorth #UHNW #AlternativeInvestments #PrivateWealth #WealthManagement #FinancialPlanning #FinancialAdvisors #MarketInsights

?? Great Point Capital's November Newsletter Highlights ?? #Investment Strategies: Optimize your #finances with end-of-year maintenance and strategic #gifting to minimize estate #taxes. Explore #PrivateMarkets and #AlternativeInvestments for potential #growth. #Market Review: #USequities are correcting, and the S&P 500 has had a stellar year. Watch the US 10-year Treasury yield for market signals. #Opportunities in #AlternativeEnergy & #RealEstate: Consider investments in #NuclearPower, relaxed #banking #regulations, #FossilFuels, and #Multiresidential real estate. Strategic #Gifting: Maximize annual gifts and prepare for potential changes in gift tax rules to safeguard your wealth. Term of the Month - #Tariffs: Understand how tariffs impact prices and consumer choices. Stay informed and make smart investment decisions as we approach the end of the year! ???? ?? GPC Newsletters: https://lnkd.in/gntPx4-R ?? GPC Blog: https://lnkd.in/g-x_N4Mh #RIA #FamilyOffice #HighNetWorth #UHNW #AlternativeInvestments #PrivateWealth #WealthManagement #FinancialPlanning #FinancialAdvisors #MarketInsights

?? Thank You, U.S. Energy Development Corporation! ?? We were excited to have Michael Haven, Vice President of National Accounts, and Nick White, Investment Wholesaler, join us for our recent weekly #ChatGPC webinar. Founded in 1980, U.S. Energy Development Corporation is a leading energy company specializing in #oil and #gas exploration and development throughout #NorthAmerica. U.S. Energy's core services include the #development and #management of #EnergyProjects, offering #TaxAdvantaged direct energy #investment opportunities. The company is focused on identifying and developing energy projects that align with its expertise and long-term objectives, prioritizing the interests of #investors in every decision. For more information, please visit their website at https://www.usedc.com/. #StrategicPartnerships #AlternativeInvestments #InvestmentStrategies #TaxAdvantages #OpportunityZones #RIA #FamilyOffice #HighNetWorth #UHNW #FinancialAdvisors

We want to take a moment to express our heartfelt gratitude to all our sponsors! As we look ahead, we are excited about the opportunities to strengthen our #StrategicPartnerships. We believe that collaboration is essential in driving impactful change within our industry. Thank you for being an integral part of our journey! A special thank you to EFOGI (Entrepreneurs Focused on Growth, Inc.) for organizing this event and ensuring everything ran smoothly. #AlternativeInvestments #AppreciationEvent #Networking #WealthBuilding #PrivateEquity #PrivateWealth #PrivateMarkets #WealthManagement #Community #Growth #DueDiligence

?? So, what does the #StockMarket typically do after the U.S. election, according to history? ? The #EquityMarkets have a tendency to rally! This aligns with the idea that markets dislike uncertainty, and once the #election is over, participants can better navigate the investment environment with more clarity. The charts in the GPC blog (https://lnkd.in/gmzX5Rnp) illustrate #StockMarket performance 12 months before and after an election, compared to non-election years and typical seasonality. During election years (dark blue), markets tend to rally in the months leading up to the election, stabilize, and then push higher 3-9 months afterward. 2023/2024 look quite similar to the past. Since 1928, markets have tended to perform well in the four months following a #Republican win, whereas after a #Democratic victory, markets generally see stronger performance from the election date through the following 12 months. (source:?Barclays, Jeff Hirsh @ The Stock Trader's Almanac?& See It market) ? Want to know more??- Presidential Election Cycle Theory: Meaning and Overview (https://lnkd.in/dAuM_g7m) ? GPC Blog: https://lnkd.in/gzAXuYz3 ? GPC Newsletters: https://lnkd.in/g7v-KWDp #RIA #FamilyOffice #HighNetWorth #PrivateWealth #WealthManagement #FinancialPlanning #FinancialAdvisors #Investing #Election2024

?? ?What is the "U.S. Employment Report"? ? Friday, November 1, 2024 at 8:30 AM ET was the important?"U.S. #EmploymentReport". So, what is it & why does it influence #WallStreet and the economy? Last month (October, 2024) the U.S. added 12,000 Jobs in October as recent storms sidelined workers. A gain of 100,000 was expected! The jobless rate held steady at 4.1%. The U.S. Bureau of Labor Statistics (BLS) releases the Employment Situation Summary, better known as the employment, or jobs report, at 8:30 a.m. ET on the first Friday of every month.?The jobs report is among the most important and comprehensive economic releases and the earliest to provide data for the prior month. Its numbers are hotly anticipated and closely reviewed as a result. Many investment firms issue estimates ahead of the report for the monthly change in nonfarm payrolls and the #UnemploymentRate, as well as hours worked and hourly earnings. The report often moves financial markets and is used among other data by the #FederalReserve to assess the state of the economy in setting #MonetaryPolicy. ?? Key Takeaways The monthly jobs report estimates the U.S. unemployment rate and the monthly change in nonfarm payrolls as well as average earnings and hours worked. Released on the first Friday of every month for the prior month, the jobs report gives investors one of the most comprehensive views into the recent state of the U.S. economy. Earnings data is used to assess labor cost pressures, while hours worked can be a leading indicator of labor demand. ?? The Bottom Line Though the monthly jobs numbers can be volatile and subject to subsequent revisions, they are a crucial economic indicator. Understanding what the #Employment Situation Summary measures, and why, is a must for #investors and #policymakers seeking to assess the state of the U.S. economy. ? GPC Blog: https://lnkd.in/g5zCUfpU ? GPC Newsletters: https://lnkd.in/g7v-KWDp #RIA #FamilyOffice #HighNetWorth #PrivateWealth #WealthManagement #FinancialPlanning #FinancialAdvisors #Investing #JobMarket

?? How #AlternativeInvestments Can Help With Portfolio #Diversification Depending on your current asset mix and long-term goals, adding alternative investments to your portfolio could help you access new areas of the market. If you’re considering adding alternatives to your portfolio, knowing the #risks and #benefits can help you decide if they’re right for you. ?? The Importance of #PortfolioDiversification Portfolio diversification can be a helpful way to mitigate risk and protect against volatility. Since alternatives generally exhibit little to no correlation to #TraditionalEquity and fixed-income markets, they can be a solid option for those looking to diversify. Due to their potential for above-average yield, they can also help ease some of the pressure associated with more traditional #investment vehicles. Alternative investments can provide some unique benefits in a long-term investment portfolio. These include enhanced diversification, the potential for higher returns, non-traditional sources of portfolio income, and possible #TaxAdvantages. ?? Alternative Investments Include: - #PrivateEquity offerings - #PrivateCredit - Real estate #PrivatePlacements - Non-traded closed-end funds - #1031exchanges - Non-traded business development companies - Non-traded real estate investment #trusts - Managed futures funds & #Commodities GPC Blog: https://lnkd.in/g72FaipB GPC Newsletters: https://lnkd.in/g7v-KWDp #RIA #FamilyOffice #HighNetWorth #PrivateWealth #WealthManagement #FinancialPlanning #FinancialAdvisors #MarketInsights

Who Invests In #AlternativeInvestments? Most alternative investment assets are held by #Institutional investors or #accredited, #sophisticated, #HighNetWorth individuals because of their complex nature, lack of regulation, and degree of risk. Many alternative investments also have higher minimum investment and fee structure when compared to standard investments. Key Takeaways ?? A #SophisticatedInvestor?is a person who has ?“sufficient knowledge and experience in financial and business matters to make them capable of evaluating the merits and risks of the prospective investment.” This characterization also assumes the individual has the capability of absorbing a sizable loss without experiencing financial ruin. ?? An #AccreditedInvestor?is an individual with a net worth exceeding $1 million — excluding the value of their primary residence. Additionally, an individual with gross income exceeding $200,000 in each of the two most recent years, or joint income with a spouse or partner exceeding $300,000 for those years, are also considered accredited. Click here to view the blog: https://lnkd.in/gj3PHT4F #RIA #FamilyOffice #HighNetWorth #AlternativeInvestments #PrivateWealth #WealthManagement #FinancialPlanning #FinancialAdvisors #MarketInsights