In this Blue Vault Minute, Brian Evans (Founder, Madrona Financial Services) talks about the factors he considers when choosing which alts sponsors to work with in his practice.
August 1, 2023
Topic
August 1, 2023
August 1, 2023
What Government Can and Cannot Do to Make Housing “Affordable”
The U.S. has a “housing shortage” and a popular part of that theme today is an “affordable housing” shortage. Honest economists would have to question that conclusion...
August 1, 2023
IRS Extends Relief to 2023 for SECURE Act Era Designated Beneficiaries
The Internal Revenue Service recently issued Notice 2023-54, in which they waived the excise tax on 2023 required minimum distribution failures committed by designated beneficiaries. This extends the waiver already provided for 2021 and 2022 under Notice 2022-53....
July 31, 2023
REITs: What’s Ahead for the Second Half of 2023
As we look ahead to the second half of 2023, the economic and commercial real estate (CRE) environment will continue to be shaped by global central banks’ fight against inflationary pressures that have been more persistent than expected....
July 27, 2023
Stacy Chitty: When Dividend Yields Can Be Deceptive
There are two reasons why dividend yields increase. Do you know them? Find out in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).
July 27, 2023
Carron Schmick: Use Cases for Alts
Carron Schmick highlights how alts can meet clients' needs, how she explains alts to clients, and how receptive the clients are.
July 27, 2023
Carron Schmick: Evaluating Alts for Your Practice
In this Blue Vault Minute, Carron Schmick walks through some of the metrics her firm uses to evaluate asset managers.
July 26, 2023
REIT Trends in Property Sector Allocations by Actively Managed Real Estate Funds
One of the unique aspects of REITs is the large, actively managed, dedicated REIT investment community; actively managed funds represent 7% of REIT market capitalization and they have been a key element in REITs’ long-term success because of their combined real estate and equity investment expertise and analysis.
July 25, 2023
Nate Oltmans: Explaining Alts to Clients
Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans offers insights in this Blue Vault Minute.
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