Educational Materials

The Beginner's Guide to Opportunity Zones Jimmy Atkinson- The Opportunity Zones Data Base

Introduction to Interval Funds 2017 (In collaboration with AI Insights)

CBRE U.S. Cap Rate Data July 2017

Statutory and Regulatory Requirements for a Closed-End Registered Investment Company

Conservation Easements: The Federal Tax Rules and Special Considerations Applicable to Syndicated Transactions

Family Office Real Estate White Papers

Insurance Studies Institute (ISI) Life Insurance Investment Guide & Workbook
ERISA Plan Asset Limitations
UBTI and Debt Financed Real Estate
Mick and Associates Oil and Gas Brochure
Independent Director Requirements for Investment Companies (with a definition of interested person)

Department of Labor Fiduciary Standard (DOL Letter)