Coral Gables Trust Company Hosts ‘Dynamic Wealth Speaker Series’ Luncheon Featuring All-Star Line-Up of South Florida Real Estate Experts

12/13/18


Jim Davidson, Bill Meyersohn, Brigitte Nachtigall, Ben Moss, Donna Abood, Christina Figarola, & John Harris

The state of South Florida’s real estate market and its anticipated future was the focus of a recent and exclusive event hosted by Coral Gables Trust Company (CGTC), the largest independent and privately held trust company headquartered in South Florida with over $1.4 billion in assets under management.

Organizers of the CGTC-founded “Dynamic Wealth Speaker Series” welcomed dozens of business owners, community leaders and clients to the private luncheon event at the Ritz-Carlton Coconut Grove, which featured an informative panel discussion with real estate pioneer and luxury real estate specialist Bill Meyersohn, top producer at Brown Harris Stevens; Brigitte Nachtigall, an international real estate expert and top producer in Key Biscayne with Great Properties International Realty; Ben Moss, a luxury real estate specialist and the East Coast Director of the Sports & Entertainment division at Compass; and Donna Abood, a commercial real estate specialist and Principal & Managing Director of the Miami office of Avison Young. The panel was moderated by Cristina Figarola, reporter and writer for NBC Telemundo51.

The all-star panel provided insight on South Florida’s real estate market, including anticipated home price adjustments, a luxury product surplus, commercial real estate trends, neighborhoods in demand, best valued investment areas and products, and how political policies and environmental concerns have impacted the industry.

Among some of the notable discussion points included the state’s favorable tax climate as a big draw for the region while tightened immigration policies are causing uncertainty among foreign buyers; the commercial real estate market will remain strong through 2019 with trends geared toward the millennial generation; and key factors that may have played role in Miami’s failed bid for Amazon’s HQ2 project.

“It was an honor to have such an esteemed group of real estate professionals join us to offer their expertise and insights on the South Florida market,” said James W. Davidson, Chairman and CEO of Coral Gables Trust Company. “The engaging discussion provided a deeper understanding to what makes South Florida real estate desirable while acknowledging market trends and risks for investors looking to make smart financial decisions.”

“Through our Dynamic Wealth Speaker Series events, we aim to deliver high-level financial and investment insight on timely topics important to our clients and the local community,” said John W. Harris, Managing Director of Coral Gables Trust Company. “We are grateful to our panelists for taking the time to share their investment advice and industry knowledge on the real estate market. We will continue to seek out influential leaders to provide informative and useful information for our clients which can benefit their financial plan.”

The Dynamic Wealth Speaker Series was initiated in 2013 by CGTC and is an invitation-only event offering high level insight into unique topics effecting the market. Past notable speakers have included Philip Orlando, senior vice president and chief equity strategist of Federated Investors; Linda Deusel from Federated Investors; Greg Dahlman from Wisconsin-based Dana Investment Advisors; and Kathy Jones from Schwab Fixed Income. The next edition of the Dynamic Wealth Speaker Series is scheduled to take place in the spring of 2019.

About Coral Gables Trust Company

Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over $1.4 billion of assets under management, and a leading provider of Wealth Management, Trust and Financial Planning services throughout the State. Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million – inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds. Devoted toward putting our clients’ interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees.

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