Tax-Efficient Investing: Roth Conversions and CRE
How Roth conversions work, the role of independent valuations and what commercial real estate investors should consider.
Greg Friedman joined Schwab Network to discuss the outlook for commercial real estate and what investors should be watching in the months ahead. While Treasury yields holding near 4.4% continue to create challenges for the sector, Greg noted that a move above 5% could further unsettle the market. Despite those headwinds, he highlighted private credit as a stabilizing force that can help support commercial real estate investment activity.
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