Welcome to another edition of Eye on Alts for advisors!
Top Story: White House QOZ Outlook
AltsWire is covering a new White House Council of Economic Advisers report (PDF) on opportunity zone tax incentives, which enjoy bipartisan support but are set to expire soon. According to AltsWire, the report “projects that extending [the incentives] could drive more than $100 billion in new investment into economically distressed communities.” Read on:
Interesting subplot: Did you know there are potential oil and gas investments within qualified opportunity zones? Kiplinger has the skinny on that.
Insights for Advisors
• CAIS/Ares Study: The Perpetual Balancing Act: Aligning Investment Strategy with Liquidity (PDF)
• CAIA: April 2025: The Great Wealth Transfer – An Opportunity for Female Financial Advisors
• Opinion: A recruiter’s independent RIA diligence checklist | Citywire
• The private capital asset class with the lowest average management fees | Preqin
• REIT funds poised for a comeback | InvestmentNews
Industry News
• Investment Powerhouses Join Forces Spanning Public, Private Markets Access | Connect Money
• Inland Appoints Industry Veteran Michael Beringer as Chief Financial Officer
