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Unsure of what to read when trying to secure your future? Try out our blog. Whether it’s ideas from the industry or recaps of our Client Events, you can read about it here. And once in a while, we may throw in something unexpected. So keep checking in. We’re glad to have you reading along.

Tuesday, January 9, 2018

This week’s investment is Strategic Storage Trust IV (SSIV) by SmartStop Asset Management. SSIV is a publicly registered non-traded REIT formed to invest in income-producing and growth self-storage properties in the United States...

Friday, August 18, 2017

"Shareholders of Sentio Healthcare Properties Inc., a publicly registered non-traded real estate investment trust, overwhelmingly approved the proposed merger with an affiliate of Kayne Anderson Real Estate Advisors at the special...

Friday, August 4, 2017

John has had the pleasure of being in Pasadena, California for the past week while attending the Centaurus National Sales Conference. The Conference was held at The Langham Huntington. During these conferences, attendees will go to a...

Saturday, June 24, 2017

MacKenzie Realty Capital owns various investments from 6 major sectors. These sectors are Office, Retail, Multi-Family, Hotel, Healthcare, and Cash. The 7th sector is Other, but only consists of less than 1% of the entire portfolio....

Tuesday, June 20, 2017

After recently attending the due diligence meeting of MVP REIT announcing the merger of MVP I and MVP II - here are some of my observations: Company is committed to investing and providing investment opportunities in the parking lot...

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Friday, June 16, 2017

We'd like to welcome Shelton Piland who has joined our team as a Summer Intern. She graduated from Walsingham Academy in Williamsburg, and is a Dean's List student and rising senior at the University of Mary Washington. She is majoring...

Wednesday, June 14, 2017

Did you know that we now have an app for our website? You can easily get notifications, up to date information, request an appointment, and much more from the app. It can be downloaded on to any smartphone, whether it be an Android or...

Monday, June 12, 2017

Matt Wolf along with 9 clients joined us for our first Saturday breakfast last weekend. Matt Wolf is the Senior Vice President of Cantor Fitzgerald Capital, which is a division of Cantor Fitzgerald. We enjoyed a home-cooked meal at...

Wednesday, June 7, 2017

You may have heard that John went to Las Vegas bright and early on Tuesday, June 6th for a Due Diligence meeting with MVP Securities. He has already been through more than a handful of meetings and they won't end until he is on his way...

Monday, June 5, 2017

After waiting for many years, we are finally allowed to post client testimonials on our website. We are extremely excited for this change! We plan to keep these testimonials as anonymous as you want. You have the option to only include...

Wednesday, May 17, 2017

We had a wonderful dinner this past Thursday at one of our favorites, Olde Towne Steak and Seafood! John introduced Brooke Buckley to a full house where she made a fantastic presentation discussing the MacKenzie fund's current offering...

Thursday, December 29, 2016

"SmartStop Asset Management LLC, a real estate firm and sponsor of non-traded REITs, has purchased The Summit, a 186-unit, 709-bed class student housing community located across from the University of Nevada, Reno campus for...

Monday, December 19, 2016

Lunch started a little slow on this Friday. We hosted Mr. Aliex Parker of Provasi Capital, whom distributes Priority Income Fund. This was Mr. Parker’s first time meeting with us since he began with Provasi. Boy, was he worth the...

Wednesday, October 19, 2016

We were all set for a full house and great speaker, and then we had a scheduling conflict! We hope you would agree that while we didn’t have a full house this past Tuesday at Opus 9, we sure did have a great speaker. Mr. Robert...

Thursday, May 19, 2016

Thursday, May 19th we dined at Opus 9 Steakhouse in Williamsburg. We had the pleasure of being joined by Mr. Brad Blazar of Strategic Storage and Mr. Reid Thompson of NorthStar Securities. Opus 9 served up delicious appetizer towers,...

Friday, April 15, 2016

April’s events have come and gone! I hope you were able to attend one of them. John enjoyed hosting, all by himself, on April 12th in Fredericksburg. The Bavarian Chef put together a delicious, German meal for us. The following...

Tuesday, March 29, 2016

So you weren’t able to attend our dinner in Fredericksburg or our lunch in Williamsburg, but we don’t want you to miss out on the information that was given. We hosted SC Distributors, MacKenzie Realty Capital, and Moody...