Finastra’s Post

🔮 Discover the future of the reverse sector with insights from New American Funding's VP, Shannon Robinson! Uncover her vision for key focus areas and prospects for 2024. Divulge in industry secrets and prepare for what’s coming next in the finance sector! #NAF #FinanceFuture #2024Strategies #ShannonRobinson #BusinessInsights

🔮 Discover the future of the reverse sector with insights from New American Funding's VP, Shannon Robinson! Uncover her vision for key focus areas and prospects for 2024. Divulge in industry secrets and prepare for what’s coming next in the finance sector! #NAF #FinanceFuture #2024Strategies #ShannonRobinson #BusinessInsights

Very much appreciate having my friend Al Brooks share several snippets from our conversation about the #economy and #CommercialRealEstate in his 2024 midyear outlook, published by Commercial Observer this week. Al heads #CRE #banking for JPMorgan Chase & Co. and his team occupies the #1 spot for Commercial Observer’s Power Finance 50, profiling the 50 most influential players in CRE #finance. His biannual column always offers interesting perspectives. https://lnkd.in/eCeXPeVq #Economics #Investments

Earlier this week, Banc of California announced it and PacWest Bancorp would merge in an all-stock deal. This merger essentially raises 2 questions for the commercial real estate industry: 1. What will this mean for banks in general, as they have been important sources of financing for the industry? 2. What will this mean for CRE loans, as when banks are ridding themselves of CRE loans, the banks' values will fall, thereby negatively affecting the future of the industry? - - - - - - #commercialrealestate #commercialproperty #CommercialLand #commerciallandforsale #warehousespace #officespace #flexspace #industrialspace #sandiegocommercialrealestate #sandiegorealestate #realestate #cre #realtor #realestateagent #realestateinvesting #property #commercial #commercialproperty #realestateinvestor #business #investment #propertymanagement #investmentproperty #residentialrealestate #forsale #retail #entrepreneur #construction #officespace #realestatebroker

In case you missed it, here is the link to the replay of last week’s Valutrust-Fannie Mae webinar: https://lnkd.in/gJ_C7qZ6   #ValutrustSolutions #appraisaloutlook24 #WFGpanelists #modernizingappraisals #FannieMae #valuations #wfgenterprisesolutions

Let's hear it for our incoming 2024 Chapter President Matthew Lengel CFP. We look forward to his leadership and collaboration with our members. Please share any goals or ideas you have for our chapter in the comments. #cofpa2023 #nextgen  #fpacolorado #financialadvisors #certifiedfinancialplanner #assetmanagement #financialplanner #retirementplanning #wealthmanagement #financialservices  #registeredinvestmentadvisors #reversemortgage 

Special thanks to Brentwood Bank for being a Silver Sponsor of the 2023 Excellence Awards! Get Your Tickets to the 4th Annual Excellence Awards coming up on November 9th at The Chartiers Room! Over 50 Awards, plus we'll be giving away a Business, Man and Woman of the Year award! Tickets: https://lnkd.in/es768UdY About Brentwood Bank: Nearly 100 years ago Brentwood Bank set up temporary locations to help mill workers in the South Hills of Pittsburgh set aside money for a better life. Then, as now, that wasn’t exactly a recipe for bankers to get rich. But that was never our mission. The way we see it, our goal is to enable the communities we serve to grow and flourish by working hard to unlock the unique – and often overlooked – opportunities within them. Frankly, Brentwood Bank does this by taking a genuine interest in each and every customer, whether it’s a person, business, not-for-profit organization or municipality. It’s not just good customer service – it’s good financial strategy for you and us. By earnestly understanding your needs, we’re able to think differently and create solutions customized to your unique situation. Plus, as a community bank, we have more latitude to make these solutions happen in the most successful and responsible way. (As you’ve probably guessed, we take responsibility very seriously here.) That’s why a lot of people consider us a trusted financial neighbor rather than a bank. And that’s just fine, because it’s how we see ourselves, too. Reach out to Brentwood Bank: https://lnkd.in/eWynT3c #banking #southhillsbanking #wexfordbanking #loans #personalbanking #personalfinance #member #sponsor

Our Annual Forum is one of the highlights of the year. You going to be there right? September 14, 8:00 am, the fun begins with education and ways to build your business relationships. Make life better for your clients. Advance your career. Read on for some testimonials from last year’s Forum. • Very creative way to do the event, thank you! • Awesome Forum, well organized and presented with on-point subject matter experts! • The best Forum I have attended. • The program was well organized with a meaningful list of options in breakouts, worthwhile keynotes. • I continue to be so positively impressed with the caliber of speakers and your excellent administration of the program. • Forum was great. Excellent topics and speakers. And click here to register: https://lnkd.in/d2kHRWa #cofpa2023 #cfp #fpacolorado #financialadvisors #certifiedfinancialplanner #assetmanagement #financialplanner #retirementplanning #wealthmanagement #financialservices #ria #registeredinvestmentadvisors #reversemortgage #businessvaluation #businesssale #businessaudit #estateplanning

Happy New Year! The SF Capital team are back on deck and ready to go for 2024 💪   Friends and colleagues who know me well know that goal setting each New Year is very dear to my heart.   It’s not only the end result, but the focus it brings and the process that I enjoy - setting up the routines & habits, and taking the actions, risks & sacrifices to get to the end destination 🎯   This year I am setting three goals for SF Capital, tailored to the market outlook I am expecting for this year:   🥇 To double down in our efforts to become THE Broking Firm for Business Owners and the self-employed market   🥈 To help our clients tackle Australia’s Housing Affordability Crisis - whether it be first-time buying or upgrading their home   🥉 To help our clients effectively manage fixed rate and other loan expiries in the current high interest rate and cost of living environment   If I can help you this year with any of the above, please do not hesitate to reach to me or any member of the SF Capital team - Priscilla Tan, Lucais Yeung, Alexey Gandin   Wishing you a fruitful 2024 and every success this year!   #happynewyear #newyear #newyearresolutions #goals #goalsetting #sfcapital #mortgagebroker #mortgagebrokersydney #morethanabroker #successfactors #accesstocredit

I’ll be hosting this tomorrow and it’s not one to be missed. Join Ronan Lavery and Richard Wilson for this far-reaching session, learn more about the current state of play of the UK equity release market, what drives funders’ requirements and appetite for equity release, innovations in the market, and the future outlook for the sector. #equityrelease #laterlifelending #cpd #mortgage #financialadvice #knowledge #future