Money Smart Week on OneBite: The Finance, Fundamentals and Funding of Commercial Real Estate

We believe that financial literacy can fundamentally change people’s lives for the better. That’s why we’ve partnered with Money Smart Week^® for the second consecutive year to bring engaging financial education to investors across the Chicagoland area — and to our OneBite readers, too!

Throughout this week, you can tune into the blog to see the impact of Money Smart Week first-hand — that means exclusive highlights from each of our sessions, and powerful resources and tools you can use to make progress on your own goals.

Today, we’re giving you an insider’s look at our expert panel presentation, “The Finance, Fundamentals and Funding of Commercial Real Estate.”

Presenters

Caroline Linton, CPA, MST, Senior Manager, Commercial Real Estate at Wipfli LLP

Yogi Yedlin, Vice President of Commercial Real Estate at Dream Town Realty

Darragh Griffin, Executive Vice President of Commercial Real Estate for Wintrust Financial Corporation

Main Lesson

Making the decision to invest in commercial real estate is equal parts exciting and filled with opportunity — whether you’re using it as a cash flow vehicle for a brick-and-mortar business, have decided to rent properties or have chosen to make real estate a long-term investment.

But before you sign the dotted line on your dream property, it’s important to have a complete understanding of the commercial real estate world — and that extends far beyond the selling price. In our third Money Smart Week session, a panel of experts — representing three facets of the commercial real estate field — answered questions from budding investors on a range of topics, such as trends in commercial real estate, negotiating deals, interest rates, regulatory changes and tax benefits. Panelists also addressed pros and cons around buying existing properties as a form of income versus buying properties for new development.

After more than an hour of engaging discussion and conversation, it’s safe to say that all attendees — including us! — walked away with a renewed perspective on the commercial real estate market and what it takes to make an investment a success.

Explore More

Ready to invest in a commercial real estate property?

Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services, fees and conflicts of interest is set forth in Wipfli Financial’s current Form ADV Part 2A brochure and Form CRS, copies of which are available from Wipfli Financial upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services. The views expressed by the author are the author’s alone and do not necessarily represent the views of Wipfli Financial or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Wipfli Financial, and Wipfli Financial does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Wipfli Financial of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional.

OneBite Editorial Staff

OneBite® is a Top 50 Financial Advisor Blog powered by Wipfli Financial Advisors. Founded in 2011, the digital magazine is dedicated to providing intelligent, in-depth coverage and analysis of the top financial and economic issues facing investors today.