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read the latest about the firms transforming how wealth advisors implement alts in their practices
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CIM Group Named Infrastructure Manager of the Year by Insurance Investor
CIM Group was also shortlisted for Real Estate Manager of the Year, underscoring the firm’s growing influence and leadership in insurance for both its real estate and infrastructure strategies.
Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
Nine in 10 advisors now allocate to alternative investments and nearly half of respondents dedicate more than 10% of client portfolios, with demand growing from non-accredited clients.
Everything Everywhere All At Once – Now Tokenized
These assets can also be bought, traded, and sold between investors on blockchain platforms.
In the third quarter of this year, J.P. Morgan Real Estate Income Trust, Inc. — a nontraded REIT — bested its share Class I distribution rate by .09% over the three preceding quarters. What was its Q3 2025 share Class I distribution rate?
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Recent News
The Lowdown on UPREITs: Keeping Investment Property in Play
Johnathan Rickman | Blue Vault As the majority of real estate investors enter retirement age and seek to preserve their income, capital, and tax benefits with passive...
Christine Russo Promoted to COO of Madison Capital Group Holdings
Madison Capital Group via Citybiz Madison Capital Group Holdings, a leading developer and operator of high-quality, suburban multifamily communities, self-storage,...
ADISA Appoints Jade Miller as First CEO
ADISA ADISA, the nation’s largest trade association for the alternative investments industry, announced today that industry leader Jade Miller has been appointed chief...
BNY and iCapital® Form Alliance
iCapital The Bank of New York Mellon Corporation (“BNY”) (NYSE: BK), a global financial services company, and iCapital[1], the global fintech platform shaping the future of...
ExchangeRight Launches New ER Share Subclasses for its Essential Income REIT
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced the launch of new subclasses for the ER...
Peachtree Group Introduces Debt-Free DST Opportunity in High-Growth Phoenix Submarket
Peachtree Group Peachtree Group, a leading commercial real estate investment firm with a multibillion-dollar portfolio of equity and debt investments, has launched its...
More articles…
How Wall Street’s REIT giants are reshaping U.S. real estate
U.S real estate investment trusts today manage $4.5 trillion in real estate worldwide. Many groups on Wall Street offer these tax-friendly funds to retail investors.
Why Mutual Funds and Interval Funds Are More Different Than You Think (Liquidity Timelines are Just a Start)
With traditional stock and bond funds having performed poorly in 2022, many advisors are embracing alternative investments with uncorrelated and potentially higher returns. Most so-called “alts” are illiquid private funds that require investors to lock up their money for long periods of time before they can redeem shares, underscoring the investment principle that potential return rises with an increase in risk…
How Wall Street’s REIT giants are reshaping U.S. real estate
U.S real estate investment trusts today manage $4.5 trillion in real estate worldwide. Many groups on Wall Street offer these tax-friendly funds to retail investors. KKR’s real estate business is one of the big players in the REIT game. The private equity firm manages multiple REIT funds. The KKR Real Estate Select Trust, which currently manages $1.5 billion in assets, paid a dividend of 5.4% to its investors in July 2023…
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 8-31-2023 Blue Vault has published Q2 2023 Individual Performance Report and Limited Operations pages for the following nontraded REITs (newly published pages in bold font): Apollo Realty Income Solutions Q2 2023 (limited...
ExchangeRight Fully Subscribes a $109 Million Offering Designed for Economic Resilience
“Given where we are in the macroeconomic cycle, Net-Leased Portfolio 61 DST reflects our focus on protecting investor wealth and income with our historically recession-resilient investment strategy,”
Growth on US REIT’s same-store net operating income slows in Q2
US equity real estate investment trusts saw weaker gains on same-store net operating income during the second quarter. S&P Global Market Intelligence prefers to take cash-based same-store net operating income, if available. However, a noncash-based net operating income will be used if not…
Blackstone Sells Control of 11-Property Apartment Portfolio
Deal Reflects Investment Giant’s Strategy To Own Newer, Mainly Sun Belt Properties
The five continuously offered nontraded REIT programs with the highest total returns for the month of July 2023 were led by Blackstone REIT, followed by FS Credit Real Estate Income Trust. The median total return for all 16 continuously offered nontraded REITs in July was 0.21%.
The five were led by…
Capital Square Closes on Construction Loan for Seventh Opportunity Zone Fund Development
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily communities, announced today that the firm has secured financing from United Bank to fund construction of a 352-unit, Class A multifamily development in the Scott’s Addition qualified opportunity zone in Richmond, Virginia…
Capital Square Fully Subscribes DST Offering of Multifamily Community Near Huntsville, Alabama
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily communities, announced today that its offering, CS1031 FarmHaus Apartments, DST, has been fully subscribed…
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