RealAdvice Completes Rigorous SOC 2 Type I and Type II Assessments

February 12, 2024

Rigorous technology and security audit validates RealAdvice as a trusted financial technology partner

Date: August 25, 2023

RealAdvice systems have been audited to System and Organization Controls (SOC) 2 Type I (financial processes and security) and SOC 2^® Type …

Meet RealAdvice at NMHC 2024

January 12, 2024

January 30 - February 1, 2024

San Diego California

The RealAdvice team will be joining hundreds of the top multifamily investors, operators, and brokers at the 2024 National Multifamily Housing Council's (NMHC) Apartment Strategies conference and Annual Meeting in San …

Smart Portfolio Price Optimization

September 23, 2023

By Guy Hagen

There are many different methods to optimize a combined PSA consideration across multiple properties, but using the wrong formula might cause expensive problems later.

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Intangible Assets on Dirt

June 2, 2019

By Todd D. Jones, MAI, CRE, FRICS, and Michael J. Mard, CPA/ABV, CPCUAt the end of 2017, The Walt Disney Company filed an Agreement and Plan of Merger with the Securities and Exchange Commission to merge with Twenty-First Century…

RealAdvice’s Authoritative Allocation Method (AAM) Debuted In Landmark 9th Circuit Court Case

May 12, 2019

In a landmark case, the methodology that serves as the foundation for RealAdvice's Authoritative Allocation Method (AAM) was recognized by an 11th Circuit Court for meeting all professional and academic requirements for high-level legal review, and for setting a new…

SALT Matters

May 2, 2019

As a property owner’s biggest operating expense line item, underwriting property tax liabilities as part of pre-acquisition investment due diligence or operational budget forecasting and control is challenging, as evidenced by the magnitude of the consulting industry.Complicating matters since…

The Role of Property Tax in American Government (Part 3)

November 17, 2017

By Todd D. Jones, MAI, CRE, FRICS and Michael J. Mard, CPA/ABV, CPCUNote to reader: This article is third in a series of columns addressing The Role of Property Tax in American Government culminating in the generally accepted methodology…

The Role of Property Tax in American Government (Part 2)

November 16, 2017

By Todd D. Jones, MAI, CRE, FRICS and Michael J. Mard, CPA/ABV, CPCU Note to reader: This article is second in a series of columns addressing The Role of Property Tax in American Government culminating in the generally accepted methodology…

The Role of Property Tax in American Government (Part 1)

November 15, 2017

By Todd D. Jones, MAI, CRE, FRICS, and Michael J. Mard, CPA/ABV, CPCUNote to reader: This article starts a series of columns addressing The Role of Property Tax in American Government culminating in the generally accepted methodology of the…

What the Daubert Test Means to a Financial Expert

September 1, 2015

By Joryn Jenkins, Esq. and Michael J. Mard, CPA/ABV.In Part One of this series, we discussed how Daubert has increasingly replaced Frye as the standard for admitting expert scientific testimony in trials. As more and more states adopt Daubert,…

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