“Digital First or People First?”


Corey A. Waite is a leading commercial real estate advisor to the financial services industry. As Founder and CEO of Rubicon Concierge Real Estate Services, Corey works directly with senior executives coast-to-coast to deliver strategic plans and transactional services focused on optimizing the needs of employees, clients and members.
Credit Union Real Estate Decisions: Listen, Read, Absorb
A lot of smart people go deep to deliver powerful information and insights that can benefit your business. And the best leaders are those who carve out the time to find, consider and, if and when appropriate, employ what they’ve learned.
Flexibility as Fact
For all its angst, the pandemic has been a catalyst for change throughout the credit union industry. CU’s of all size are embracing innovation and re-considering everything … especially when it comes to design and purpose of their branches.
Credit Union Real Estate Decisions: The Same But Different
For all its angst, the pandemic has been a catalyst for change throughout the credit union industry. From coast-to-coast, CU’s of all size are embracing innovation and re-considering everything … especially when it comes to the design and purpose of their branches.
Buildings and Your Board: How to Create a Blueprint for Expansion Success
Expanding a real estate portfolio is a heavy lift for any credit union. Succeeding with an expansion initiative – and with your Board of Directors – requires some important and un-relenting disciplines.
Satisfaction as a Service
In the race to anticipate the future and stay ahead of the competition, it’s important to recognize that the “next shiny thing” is not really what your members want most. What they want is satisfaction.
M&A and the Art and Science of Real Estate Due Diligence
In the face of so much uncertainty, the key to future growth – if not survival — for many credit unions is through mergers and acquisitions. Often times, the “go/no go” decision is based on the true value of each party’s real estate portfolio.
Rx for Rising Construction Costs: Absolute Flexibility.
The sticker shock rise in construction costs has many credit unions pulling back on their current project pipeline. While that makes sense, it doesn’t mean you have to suspend your overall growth plans.
It’s Business as Usual. Or so they Say.
Trying to make up for lost time (and commissions), the real estate industry is eager to have you make deals. After all, what could go wrong?
Tapping Into Your Treasure Chest
Growth is good for most credit unions, but funding it can be long and costly. But if you look below the surface, maybe it’s not.
Breaking Down the Walls
As credit unions and banks continually try to assess the optimal purpose and layout of future branches, Tesla and Apple have seemed to figure it out. Their solution: Retail spaces aren’t for transactions, they are for experiences.
More Financial Access — More Than Ever
In spite of all the pressures surrounding them, Credit Unions hold a unique opportunity to advance the economic stability of those who work hard and need it most.
Ripple or Tsunami?
The stock market is on a roller coaster. The supply chain is overwhelmed. Inflation is impacting everyone. The job market is weird. Interest rate hikes are right around the corner. Financial technologies are rapidly transforming the banking industry. Economic volcanoes below the surface are simmering everywhere. Is your credit union ready?