News: Financial Digest

Citizens~Union Savings Bank appointes Travis mortgage loan officer

According to Citizens~Union Savings Bank president and chief executive officer, Nicholas Christ, Roberta Travis has been appointed as mortgage loan officer. Travis brings 20 years of mortgage experience to her new role. As mortgage loan officer, Travis will be responsible for originating mortgages and equity loans, maintaining a thorough understanding of Fannie Mae guidelines, and ensuring compliance with Citizens~Union loan policies as well as all state and federal regulations. Prior to her new position, she most recently served as correspondent sales manager at Bristol County Savings Bank. Travis also served as loan officer during her tenure with Compass Bank/Sovereign Bank Travis resides in Swansea, Massachusetts with her husband Peter and two children. She holds an associates degree from Bristol Community College, and has completed several courses in Business Management at Roger Williams College in Bristol, R.I. Travis is a strong community advocate and volunteers her time with several local organizations. Citizens~Union Savings Bank, with nine offices in southeastern Massachusetts and Rhode Island, offers a wide range of financial services including deposit and loan products, investment management, trust, insurance and brokerage services to consumers and businesses. Its affiliates include Citizens~Union Financial Services, offering stocks, bonds, mutual funds, annuities and college savings plans; and Partners Insurance Group, LLC, an independent agency representing several insurance companies that provide coverage for automobile, home, life and business.
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Preservation of Affordable Housing secures $23.5 million in financing from Rockland Trust and Citizens Bank

Cambridge, MA The nonprofit Preservation of Affordable Housing (POAH) has secured $23.5 million in financing from Rockland Trust and Citizens Bank to transform a 150-year-old, underutilized church complex into housing. The project will ultimately create 46 affordable family-sized apartments.
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Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)

Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)

The Connecticut hospitality market has demonstrated uneven recovery patterns between 2019 and 2025, with boutique and historic properties achieving $125 RevPAR in 2025, up 8.7% from the 2019 level. Coastal resort properties achieved a $105 RevPAR in 2025, representing 10.5% growth since 2019. Casino corridor properties maintained modest growth with RevPAR improving 4.5% to $92 in 2025.
Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.