ORIGINATE PARTNERS

August 2025

How Bear Markets Unlock Opportunity for Smart Lending

While downturns may send shockwaves through public markets, they also quietly open windows for strategic, well-collateralized lending. Bear markets create dislocation—and with it, opportunity. For investors, family offices, and private clients with strong collateral, this is often when the best terms are available. Why Bear Markets Work for Lenders Bear markets depress valuations, reduce leverage, […]

How Bear Markets Unlock Opportunity for Smart Lending Read More »

Tax Efficiency Through Stock Loans: What You Need to Know

In wealth management, optimizing tax exposure is often just as important as maximizing returns. For shareholders with concentrated equity positions, stock loans can offer an elegant way to unlock liquidity — without triggering immediate tax liabilities. Unlike traditional asset sales, which typically result in capital gains tax events, stock loans allow borrowers to maintain ownership

Tax Efficiency Through Stock Loans: What You Need to Know Read More »

Scroll to Top