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Webinar Alts Series

Nontraded REITs 2.0: Your Clients Deserve Private Real Estate Returns

September 26, 2019 @ 2:00 pm - 3:00 pm

Adam Larson, Panelist | Brian Rivera, Panelist | H. Michael Schwartz, Panelist | Zane Doyle, Moderator

This on-demand webinar is the next installment in the Blue Vault Alts Series with a panel of industry experts discussing what you should expect from version 2.0 of nontraded REITs. Moderated by Zane Doyle of Phoenix American Financial Services, the panel includes Adam Larson of Cottonwood, Brian Rivera of CIM Group, and H. Michael Schwartz of SmartStop Asset Management.

The presentation includes discussions about the following:

• What is version 2.0?
• Higher total return. How and why not?
• Fee structures and fee alignment
• Is income still king?
• Importance of non-correlation
• Examples of performance

Download the slides here.

Adam Larson
Chief Financial Officer Cottonwood Communities

Brian Rivera
Senior Vice President, Business Development CIM Group

H. Michael Schwartz
Founder & Executive Chairman SmartStop Self Storage REIT, Inc.

Zane Doyle
Vice President, Chief Strategy Officer, Business Development Phoenix American Financial Services, Inc. Moderator

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest.  Blue Vault subscribers and followers should consider this in their review and analysis.  Information is intended only for institutional, broker dealer or registered investment adviser use.  This information is prohibited for use by the general public.