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Comparing Alts 1.0 to Alts 2.0

Comparing Alts 1.0 to Alts 2.0

Andrew Deck breaks down the evolution of alternative investments—what defined “Alts 1.0,” how “Alts 2.0” is reshaping the landscape, and what these changes mean for advisors...

Educational Content Outshines

Educational Content Outshines

Marketing Intent Within the alternative investments space, the instinct to lead with a product instead of educational content is strong. After all, considerable expertise...

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Higher Interest Rates and Nontraded REIT Refinancing

As of June 30, 2023, the weighted average interest rate on all NTR debt was 4.34%…These recent rates indicate that nontraded REITs seeking to refinance the debt principal are looking at significant rate increases on their borrowings.

An Interval Fund’s Portfolio Flexibility vs. a Nontraded REIT

The question we ask is, “If a nontraded REIT can only significantly shift its sector allocations by growing its assets or selling and reinvesting proceeds from sales, how flexible can it be in re-allocating to anticipated out-performing sectors?”

Rethinking Marketing To Advisors: A Tailored Approach

“It’s about being laser-focused. Targeting those genuinely intrigued by your offerings not only boosts your ROI but also increases the chances of them sharing your insights within their networks.”

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