Videos

Videos

November 4, 2025

Comparing Alts 1.0 to Alts 2.0

In this short clip, Andrew Deck breaks down the evolution of alternative investments—what defined “Alts 1.0,” how “Alts 2.0” is reshaping the landscape, and what these changes mean for advisors and investors.

October 27, 2025

Why Choose a REIT Over Other Investment Vehicles?

In this short clip, Andrew Deck reflects on a private equity manager’s unique view of success — when educating investors leads them to realize an opportunity isn’t the right fit.

October 10, 2025

Why Choose a REIT Over Other Investment Vehicles?

As more sponsors pair REITs with 1031 DST options, Warren Thomas of ExchangeRight explains why some investors turn to REITs for greater flexibility, diversification, and long-term wealth protection.

October 10, 2025

It’s Not Just One Number: How Advisors Should Evaluate REITs

Evaluating REITs requires more than one financial indicator. Warren Thomas shares how a combination of key metrics provides a fuller, more accurate view of a REIT’s true strength and performance.

September 15, 2025

Content Leverage and Reuse: Marketing With a Lean Team

Cherie Fournier and Alise Lucero offer guidance on repurposing and extending the shelf life of marketing content—helping sponsors strengthen fundraising and advisor engagement even with limited resources.

September 15, 2025

Smart Use of Tools & Automation: Marketing With a Lean Team

Cherie Fournier and Alise Lucero share insights on using automation tools to maximize efficiency, expand reach, and support sustainable marketing for small teams.

September 15, 2025

Strategic Outsourcing: Marketing with a Lean Team

Cherie Fournier and Alise Lucero of Marketing Intent share insights on which marketing functions sponsors should outsource when in-house expertise is limited, and how to choose the right partners.