Mike Consol

TikTok · Mike Consol

TikTok · Mike Consol

Talking Points: Quotations from people in the news

Winfield Evens, vice president of financial services at Alight Solutions, on the inclusion of alternatives in defined contribution plans: “We have not heard plan sponsors giving us feedback that this...

Tax Update: The hidden drag on portfolio returns

Just as compounding returns can deliver large gains for investors over time, compounding flaws can frustrate their aims. For high earners especially, multiple layers of taxation can become a collec...

For investors, senior housing’s time appears to have finally arrived

With 10,000 Americans per day turning age 80 this year, investors are finally poised the reap the rewards of the so-called Silver Tsunami. Trent Johnson, senior managing director of senior housing at...

The electrification of industrial outdoor storage

Dan Haroun and Max Heiden are co-founders and co-partners at Catalyst Investment Partners, an organization focused on industrial outdoor storage and — maybe more significantly — electrified industr...

Back in stock: Marcus & Millichap report says retail opportunities plentiful in 2026

The U.S. retail real estate sector enters 2026 in a surprisingly resilient position. Despite lingering economic uncertainty, tariff pressures and the continued reshaping of consumer spending habits,...

Regulation Update: Congress’s housing bill already freezing homebuilding

The 21st Century ROAD to Housing Act includes a provision stating that build-to-rent communities with fewer than three attached units are subject to a disposal requirement within seven years of...

Research Roundup: May 2026

How far can artificial intelligence really take healthcare — and where are the investable opportunities today? A new report from Wilmington Trust discusses AI’s impact on healthcare and the industr...

Talking Points: Quotations from people in the news

Barend Van den Brande, founder of the VC firm Hummingbird: “The kind of founders we look into are truly misfits. They are anomalies … we look for signs that they almost built their own theory of the...

Tax Update: The ETF tax loophole Wall Street is not so quietly exploiting

Imagine you have held a single company’s stock for decades. It’s worth millions, but your cost basis is very low. Selling means handing a large check to the IRS. For most investors, that’s just the...

The high cost of deficient investments in U.S. infrastructure

There is no doubting that America’s economy, industrial base and cities need first world infrastructure, even as tremendous new demands are laid upon the nation’s power and water grids by multiplying...

Author Spotlight: WSJ editor writes of the creation and family saga surrounding Fidelity

“House of Fidelity,” a new book from Wall Street Journal deputy markets editor Justin Baer, is in the spotlight during this episode. His book tells the tale of the founding and development of...

AI as the third great utility: Big implications for CRE investors and managers

In the modern era, only two technologies have fundamentally rewired how human civilization operates: electricity and the internet. We are now at the opening chapter of the third — artificial intell...

Vertical farms promised a food revolution, but a decade later many investors have starved

A decade ago, vertical farming was Silicon Valley’s favorite agrarian fantasy — gleaming warehouses stacked floor to ceiling with LED-lit lettuce, promising to upend an industry as old as civilizat...