LEVATUS Boiling It Down | A New Investment on the Block: Real Estate Opportunity Zones

Part opportunity zone, part danger zone, part social good – the trick is figuring out how much of each lies in the real estate industry’s newest investment niche, real estate opportunity zones.

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LEVATUS Lifestyle | Celebrating the Impact of Women's Leadership in Boston

On May 9th, the LEVATUS team hosted some of Boston’s preeminent female leaders to Rock the Runway and Celebrate the Impact of Women, the Power of Fashion and the Energy of Living on Purpose.

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LEVATUS Boiling It Down | Tax Reform - The Forest for the Trees

There are many lists one could create regarding the various changes and elements of the final tax reform bill, lots of “trees,” changes to brackets and rates and thresholds. There are, however, a handful of big picture items that are arguably much more important in the grand scheme of things...private client access click here

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LEVATUS Perspective | Real Estate Clients are Deeply Misunderstood by Wealth Managers

Real estate clients need a different brand of wealth services, one that provides solutions to support their unique needs. The traditional model of wealth management is incentivized by gathering assets under management (AUM) and short-term results. It also puts a premium on...

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