Future-Focused Solutions. Predict. Analyze. Succeed.
At Applied Economic Insight LLC, we specialize in providing data-driven solutions to elevate the competitiveness of businesses operating in the hospitality, housing, senior housing, and healthcare sectors. By leveraging advanced econometrics, predictive analytics, and machine learning, we offer...
Commercial Lending, Personal Savings, and Online Banking
Personal Banking: Throughout southern and central California, our 21 retail office locations focus on providing you with safe and secure savings options - including FDIC insured CDs, IRAs, Savings and Money Market accounts.
Learn more about Personal Banking
Lazard provides advisory clients with a quality of service we believe no other firm can match. Our client relationships are built on trust and discretion. We are deeply established in business centers around the world, with meaningful local relationships and insight. And as the world’s largest...
Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
Tax Advisors has been assisting clients with maximizing profits by minimizing property and income taxes on commercial and industrial properties. Our CPA firm is unique as we focus on two specialized areas of tax consulting; property tax reductions and cost segregation studies. We work with property...
The SeniorCare Investor is the leading source of business intelligence for providers and investors in the seniors housing and care M&A market. Stay up-to-date on skilled nursing and assisted living businesses, retirement communities, REITs, home health care, CCRCs, and much more. Experienced...
Capital Funding Group (CFG) is a leader in the healthcare and multifamily financing industry, providing creative and holistic solutions for facilities nationwide, with a focus on long-term care and assisted living. With a national presence, CFG is not your typical lender and offer a “One-Stop...
Private Equity Investments Management Firm
Formation Capital was founded in 1999 as a private investment firm focused on senior living and care. From our origins in real estate through our expansion into healthcare, services and technology, Formation developed a reputation as a pioneer in creative, flexible capital solutions designed for...
Our investment banking professionals have in-depth expertise in today’s fastest growing project sectors, including senior living, health care, education and energy.
Senior Care Realty is a real estate advisory firm that specializes in assisted living facilities and other senior care real estate. Our mission is helping owners and operators confidentially buy and sell assisted living facilities and other senior care real estate.
