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Market Intelligence·June 12, 2026·6 min read
Navigating Mortgages in 2026
What high-value borrowers should know about qualification, reserves, and rate structure in the current lending environment.
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Insights & Intelligence
Notes from the partners on lending markets, financing strategy, and portfolio structure, written for sophisticated borrowers making consequential decisions.
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02
Strategy·May 28, 2026·5 min read
Refinance Timing and the Break-Even Question
How to evaluate whether a refinance genuinely improves your position, beyond the headline rate reduction.
03
Portfolio Planning·May 4, 2026·7 min read
Financing an Investment Property: What to Model First
Down payment, reserve, and tax considerations that shape how a vacation or investment property should be structured.
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