December 9, 2025- SLB Capital Advisors provided insights to InvestmentNews with respect to how sale leasebacks can unlock AUM for wealth managers
SLB Capital Advisors’ Principal Dave Rosenberg provided insights to InvestmentNews with respect to how sale leasebacks can unlock AUM for wealth managers.
A sale leaseback can be a unique source of cost-effective liquidity, providing capital for business initiatives while also creating new investable assets for advisors to manage.
A sale leaseback allows [business owners] to achieve both income and diversification by converting a concentrated real estate exposure into a range of investments better aligned with long-term planning
As wealth managers help clients plan for growth, succession, and estate needs, sale leasebacks should be part of the toolkit. They offer a path to liquidity today, enhanced diversification, and improved long-term risk management – while allowing clients to maintain control of the facilities that support their core business.
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