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Commercial Investment Properties

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CPAs & 1031 Transactions

Whether you’re a CPA looking for a bank to work with, or you’re considering a commercial real estate purchase, our team is here to help.

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COA & HOA Loans

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Donna Barrett, CEO of Charlotte DeSoto Building Industry Association

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On Our Minds

Chart of the Day: Growth of $1

Chart of the Day: Growth of $1

October 1, 2026

Today's Chart of the Day from Clearnomics' 10 Charts on the 2026 Mid-Year Market Outlook reveals the power of compounding over the past century.

Chart of the Day: Is a Million Dollars Enough?

Chart of the Day: Is a Million Dollars Enough?

September 29, 2026

Today’s Chart of the Day from the blog Is $1 million enough to retire? by Fidelity explores a common retirement question: Is $1 million enough? Using...

 Infographic on overconfidence bias showing that 65% of Americans believe they have above-average intelligence and 73% believe they are above-average drivers.

Chart of the Day: Overconfidence Bias

September 24, 2026

Today’s Chart of the Day from Schwab Asset Management's blog, Overconfidence bias, highlights a well-known concept in behavioral finance:...