The tech firm wants to bring mainstream investors—and their advisors—into the IPO process, territory once reserved for favored clients, insiders and underwriters. But to take on Wall Street's reliable revenue generator, many moving pieces will have to fall into place.
Harbor Group International’s David Rosenberg sees an investment opportunity thanks to a disconnect that’s developed between REIT equity prices and underlying net asset values.
Don’t miss this important webinar on November 2nd as we explore the tax landscape for the remainder of the year and for 2023 – and analyze the major tax-related considerations clients can take to strength their portfolios.