A DST offering may be new, but the sponsor is not. Blue Vault’s closed and full-cycle data can help advisors evaluate distribution history, exit outcomes, equity exposure and, where relevant, the REIT that may sit at the end of a 721 strategy.
WEBINAR
For Diversification, Aren’t Traded REITs Sufficient?
August 24, 2022 @ 2:00 pm - 3:00 pmModerator(s): Stacy Chitty
Panelist (s): Jay Frank, Matt Fries, Bill Robbins, John Sabey
On August 24 Blue Vault hosted a panel webinar discussing diversification and whether or not traded REITs are sufficient when diversifying a portfolio. Stacy Chitty of Blue Vault moderated, panel included Jay Frank of Cantor Fitzgerald Asset Management, Matt Fries of Cetera Financial Group, Bill Robbins from WealthForge, and Michael Kerrigan from Gladstone Securities, LLC.
Register to watch on-demand.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click 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.
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