The SEC is preparing to consider a new regulatory framework for certain crypto-related investments. While the proposal centers on digital assets, its potential significance could extend to a much broader corner of the investment industry.
WEBINAR
Demystifying Private Institutional Real Estate Part 2: Eight Distinct Portfolio Allocation Strategies
December 1, 2020 @ 2:00 pm - 3:00 pmPresenter (s): Jeffrey Schwaber
In part one, Mr. Schwaber took us through a master’s level overview of the institutional private real estate indexes’ complexities, history, and provided clarity of its unique long-term performance characteristics. On Tuesday, December 1st, Bluerock Capital Markets’ CEO Jeffrey Schwaber joined us again to detail a multitude of impactful and powerful practice management and portfolio inclusion strategies for this one of a kind asset class. Click to watch the webinar on-demand.
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TCPC Portfolio Reset Highlights Key Considerations for Private Credit Investors
BlackRock TCP Capital’s $523 million portfolio sale is a public BDC story, but the issues behind the transaction have broader implications for advisors evaluating private credit. Credit quality, leverage and liquidity reveal why looking beyond headline yields can matter.
Private Markets Offer New Paths to Portfolio Diversification
As high-net-worth investors look beyond the traditional stock-and-bond portfolio, private credit and real estate are gaining attention as additional sources of income and diversification. But incorporating alternatives requires advisors to look beyond headline yields.
Liquid Strategies Restates Financials for Two Interval Funds Following Interest Income Error
Liquid Strategies has restated previously reported results for two of its interval funds after identifying an accounting error involving accrued interest on private credit investments. The corrections significantly changed how the funds’ returns were classified, while leaving their net assets and total returns unchanged.
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Monroe Capital’s nontraded BDC is rapidly building its private credit portfolio, but the sources of capital behind that growth reveal a notable gap between investment activity and public share sales.
BREIT Exits Self-Storage, Invests $3.3 Billion in Data Centers
BREIT continued reshaping its real estate portfolio in the second quarter, exiting self-storage while committing billions to data center development as Blackstone increases its exposure to AI-driven infrastructure demand.
Cove Capital Investments Completes Acquisition of a 64,607-Square-Foot Corporate Headquarters Building in Southfield, Michigan to Finalize the Formation of Its Southfield Corporate 118 DST
The recent acquisition highlights a fully leased corporate headquarters asset to Cove Capital’s growing portfolio of debt-free Delaware Statutory Trust offerings.
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May 14 @ 2:00 pm - 3:00 pm
What’s New in the Blue Vault Data Portal
Advisors and RIAs are constantly looking for more efficient ways to evaluate data and support due diligence. In this live…
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