Q3’s 2019 Market Update

Brandon Hobson, CPA | Director of Investments   Volatility is picking up in Q3, and some of you may be anxiously waiting for it to subside. If you closely watch the markets or have tuned in to recent media coverage, you can’t escape it. The U.S. announced that they are increasing tariffs on China and a trade deal doesn’t look like it’s coming any time soon. The IMF cut global GDP forecast for 2019 (1). Possibly most concerning was the temporary inversion of the U.S. treasury yield...Read More

COMMERCIAL REAL ESTATE | TIPS & TRENDS

LEASE NEGOTIATIONS: TWO SUBTLE THINGS THAT CAN COST (OR SAVE) YOU MONEY There are a number of business terms that landlords and tenants negotiate in a lease or renewal that on the surface seem very straightforward. Two examples of subtleties tenants should pay attention to during negotiations are concessions (e.g. free rent) and renewal options.   Rent Abatement: Even though it is currently a “landlord’s market”, property owners are generally still paying concessions such as free...Read More

A lender’s prospective: Putting yourself in the best position to acquire a practice: 

If you’ve been looking to acquire a practice, you’ve likely realized that we are still very much in a “sellers market”. This means that practice values are high & the competition with other buyers is stiff. The more proactive you are as a buyer will help ensure that you are in a position to capture the right opportunity when it comes along. As a lender that works strictly within the private practice lending space, I’ve been fortunate to be a part of hundreds of...Read More

The Lure of the Multi-Practice Model

As most of you know, the dental industry is experiencing significant changes. Among them are:  Decreased reimbursement levels from the providers, particularly the elimination of Delta Premier reimbursement rates to all new owners of GP and certain specialty dental practices, The rise of the Large Group Practice, such as PDS, Western Dental, Aspen, and others, The rise of small group practices consisting of 2-10 offices (these constitute 80% of the DSO/MSO space), Excessively high practice...Read More

Market Review

Global Market Performance The attached Market Review provides insight into the performance of Global Markets around the world and highlights the importance of a globally diversified portfolio. Returns over the short-term can be hard to predict for any one country, but consistent exposure to global markets will offer greater investment opportunities and potentially higher returns. Market Review   Recent Market Volatility During periods of market volatility, it is important to remember that...Read More
WordPress Image Lightbox