WEBINAR

Nontraded REITs 2.0: Your Clients Deserve Private Real Estate Returns
September 26, 2019 @ 2:00 pm - 3:00 pm
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…
Panelist/s: Adam Larson, Brian Rivera, H. Michael Schwartz
Moderator /s: Zane Doyle

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.

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

Featured Speakers

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

Recent

Most Popular

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now

Past Webinars

What’s all the Fuss About Alts? June 20 @ 2:00 pm - 3:00 pm

What’s all the Fuss About Alts?

Wondering why Alternative Investments keep cropping up in your news feed? What's all the fuss over this [growing] group of…
C. Jay Steigerwald III
| Panelist
Larry Barocas
| Panelist
Michael Crimmins
| Panelist
Trevor Nesbit
| Moderator
High Yield and Alpha in CLOs June 13 @ 2:00 pm - 3:00 pm

High Yield and Alpha in CLOs

Oxford Funds, LLC is one of the longest running, most active, and largest specialists in the market. They bring their…
Jonathan Cohen
| Speaker