Mike Waddell, CEO of MCB Wealthbridge, brings decades of experience in the real estate and the securitized 1031 exchange industry along with a deep understanding of the needs and priorities of high-net-worth investors. Under his leadership, MCB Wealthbridge serves as both a DST sponsor and strategic investment partner, developing high-quality CRE offerings specifically designed to…

Investors typically learn the value of investment diversification early on through vehicles such as stocks, mutual funds, ETF’s, bonds, bond funds, and alternative investments like real estate. Investment advisors play a key role in helping clients achieve diversification balance based on the client’s goals, objectives, and risk tolerance and most are keenly aware of the…

The current challenge for higher education is that two forces are occurring simultaneously. Declining birthrates reduce the number of prospective students, while tighter student loan caps reduce the ability of many students and families to finance education. Together, these trends are likely to suppress enrollment growth, intensify competition among colleges, and place the greatest pressure…

Investors have put more than $1 billion beyond last year’s pace into pooled commercial property deals so far this year, according to Bisnow. Read the full report.

Monlon Brings Over 15 years of Proven Experience and Knowledge of Southern California Markets MCB Wealthbridge, a division of MCB Real Estate dedicated to delivering high-quality, tax-efficient real estate investment opportunities through Delaware Statutory Trust (DST) 1031 exchange offerings and other tax advantaged income and growth offerings, announced today the appointment of Nicole Monlon as…

An effective tax strategy is one of the most overlooked yet powerful drivers of long-term wealth creation. While investors often focus on pre-tax returns, the reality is that after-tax performance determines how much wealth is ultimately preserved and passed on. For high-net-worth individuals and institutional investors, understanding the tax implications of investing in real estate…

By Margo Steahly, MCB Wealthbridge Senior VP National Sales Capital allocation across Delaware Statutory Trust (DST) platforms continues to accelerate at a record pace. Market data from Mountain Dell Consulting projects total equity fundraising to reach up to $10 billion by the end of 2026. This growth follows more than $8.4 billion raised across 2025….

MCB Wealthbridge, a sponsor of tax-advantaged real estate investments powered by national investment and development firm MCB Real Estate, has launched the MCB The Enolia Student Housing DST, owner of a newly delivered, purpose-built housing community serving Morgan State University in Northeast Baltimore. The firm seeks to raise approximately $36 million in equity from accredited…

Real estate has always been more than a place to live or work, it’s one of the most powerful tools for building a legacy. Through 1031 exchanges, investors can defer capital gains taxes indefinitely, and when structured properly, pass appreciated property to their heirs with a stepped-up cost basis that can all but eliminate that…

Margo Steahly, Senior Vice President of National Sales at MCB Wealthbridge, is a respected industry veteran with more than 20 years of experience in the 1031 exchange and Delaware Statutory Trust (DST) marketplace. Known for her deep understanding of both commercial real estate fundamentals and the broker-dealer ecosystem, Margo plays a pivotal role in making…