News

Official Revitalization Event of Olympia Fields

Join The City of Oconomowoc and Wangard Partners on May 25th to usher in the new beginning and revitalization of the long cherished Olympia Resort.

• Location Link: 1350 Royale Mile Rd. Oconomowoc, WI
• Date: May 25th, 2021
• Time: 9:00 AM Central Time

Event Timeline

• 9:00 AM – Matt Moroney, President & COO of Wangard
• 9:10 AM – Robert Magnus, Mayor of Oconomowoc
• 9:30 AM – Paul Farrow, County Executive (invited)
• 9:45 AM – Stewart Wangard, Founder & CEO of Wangard
• 10:00 AM – Event Closes

Beverages & Bagels Will Be Available

COVID-19 SAFETY NOTE

• Masks Recommended
• Distancing Recommended

RSVP BELOW BEFORE MAY 21st, 2021

On August 26, 2020, the Securities and Exchange Commission (SEC) officially adopted a broader definition of an “accredited investor,” which is important in identifying investors who are able to participate in unregistered, private placement offerings, including private real estate, private equity, and some hedge funds.

Prior to this change, individual investors could be considered accredited if they had over $1 million in net assets, not including their primary residence, or annual income of at least $200,000 if single, or $300,000 if married. These thresholds are not adjusted for inflation, making it more likely that more investors would be considered accredited over time. The SEC did not change any of the existing quantitative tests, but noted that previous definitions did not take investors’ actual “financial sophistication” into account.  The new definition expands to include individuals with knowledge and experience within the financial markets. Specifically, this includes individuals who have earned credentials from the SEC such as the Series 7 (general securities), Series 65 (financial advisory), or Series 82 (private securities offerings). 

The initial change is fairly limited in scope, and the SEC does not expect it to result in a significant increase in the number of newly eligible accredited investors. However, the broader definition does open the door to further expansion for how to measure financial literacy, as holders of other credentials and certifications are likely to seek accreditation as well.

SEC Commissioner Hester Peirce commented, “We do not believe wealth should be the sole means of establishing financial sophistication. Rather, the characteristics of an accredited investor can be demonstrated in a variety of ways.”

Wangard Partners offers a wide-variety of real estate investment opportunities to investors, providing comprehensive analysis and insight into the ever-changing market environment. Wangard always advises investors to consult with their financial advisors and tax professionals regarding the suitability of private real estate investments for their specific circumstances.

Let’s Talk. Contact Wangard Today.

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July 14, 2020

Please note the Milwaukee Common Council has approved a mandatory mask ordinance for the City of Milwaukee.  The ordinance “requires a mask or face covering on any person in an indoor public space, as well as a mask or face covering on any person in an outdoor public space when within six feet of another person – save for those who are members of the person’s family or household – for the duration of the ongoing “Moving Milwaukee Forward” health and safety orders.”

Subject to the city ordinance, for the health and safety of you, your neighbors and our team – we request the following for you and your guests.

Please wear a mask when in all common areas of the building.

We ask that when you are in any common hallways or areas of the building – walking down hallways, disposing of trash, walking to and from your car, getting your mail – that you wear a mask.    Preventing a pandemic from affecting our building is our job, as well as the job of all of our residents, and we thank you all for doing your part in preventing the spread of disease. 

Here are additional reminders to stay safe:

• Regular good habits:
  • Stay 6 feet apart from others.
  • Wash your hands frequently – especially after touching doorknobs or pushing elevator buttons – and follow proper hand-washing procedures:
    • Using warm water and soap, wash hands for 20 seconds.
    • Use hand sanitizer with at least 60-95% alcohol.
• Cover your coughs and sneezes with a tissue and discard immediately in a lined trashcan and wash your hands immediately afterwards following the steps noted above.
• Do not share personal items (dishes, utensil, cups, bedding, towels, etc.)
• Clean all high-touch surfaces every day

• If you feel ill:

• Stay in your unit and let building management know you are feeling sick by calling or emailing us.
• Separate yourself from other residents and pets. 
• If you need to leave your unit to go to a doctor, please wear a mask over your nose and mouth (or in the absence of a mask, use a scarf or handkerchief) and disposable gloves. Discard these items upon returning home and/or wash immediately.
• Any co-residents should use a face mask and or gloves when in the same room as you.
• Do not use public transportation, ride sharing, or taxis.
• Do not enter any public areas in the building.

Thank you for your cooperation, stay vigilant and stay safe!