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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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Inland’s Dan Wagner Honored with 1031 Advocacy Award by The Federation of Exchange Accommodators
In his capacity as Senior Vice President – Government Relations, Mr. Wagner serves on numerous real estate industry and governmental boards and committees.
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Recent News
Real Estate Credit Leader Matthew Borstein Joins CIM Group as Managing Director, Co-Head of Credit to Continue Platform Expansion
CIM Group CIM Group announced today that Matthew Borstein, a highly accomplished leader in the real estate credit industry, has joined as Managing Director, Co-Head of...
Blue Vault Begins Publishing Q1 2025 Nontraded BDC Performance Reports
Blue Vault started publishing Q1 2025 Nontraded BDC Individual Performance Report today. This quarter’s full industry review will include 23 complete Individual...
ASHFORD SECURITIES EXPANDS TEAM WITH STRATEGIC HIRES
Ashford Securities Ashford Securities LLC (“Ashford Securities”), a wholly owned subsidiary of Ashford Inc. (“Ashford”), is pleased to announce the addition of two...
Alts Lingo for Beginners: How to Make an Informed Pitch
Johnathan Rickman | Blue Vault As a wealth advisor, you want what’s best for your clients. You’ve explored the options, done your research, and now you’re ready to pitch an...
Which investment firm managing over $100 billion in assets was announced to be acquired by BlackRock in December 2024?
Answer: Founded in 2007, Investment Management firm, HPS Investment Partners, manages $149 billion in assets, including 126 billion of private credit. Their BDC, HPS...
Blue Vault Publishes Q4 2024 Nontraded REIT Industry Review
Blue Vault has published its Q4 2024 Nontraded REIT Industry Review. In addition to individual performance pages (IPPs), the full review contains summaries of nontraded REIT...
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Automation is critical to modernizing the loan market
Automation is critical to modernizing the loan market April 27, 2023 | Steve Sulecki | SS&C With institutional investors allocating to debt funds in growing numbers, it’s not surprising private equity and hedge fund managers are interested in diversifying...
Self-Storage Assets as a Recession Resistant CRE Sector
Self-storage is a commercial real estate sector that has attractive qualities for investors. Self-storage facilities have very low expenses…
Trend following and the diversification potential of positive skew
Trend following and the diversification potential of positive skew April 26, 2023 | Andrew Snyder | CAIS Investors tend to rely upon well-known risk-adjusted return measures—such as Sharpe and Sortino ratios—when using alternative strategies to build diversified...
Inflation playbook – Managing through an inflation cycle
Inflation playbook – Managing through an inflation cycle April 26, 2023 | MercerInsight Community Speed read • After the 2021-2022 inflation shock, we enter 2023 with signs that cyclical inflation is easing, especially in the US. We anticipate inflation...
Don’t Be Held Hostage By PowerPoint
Don’t Be Held Hostage By PowerPoint April 26, 2023 | Marketing Intent A client we recently worked with was frustrated with their PowerPoint presentations. EVERY SLIDE WAS AN IMAGE CREATED BY A GRAPHIC DESIGNER APPEARING VERY POLISHED (AND VERY HARD TO UPDATE)....
Peakstone Webcast Fails to Buoy Stock Price
On Thursday, April 20, after markets closed for its newly listed common stock (NYSE: PKST), the REIT’s CEO Michael Escalante…
Which listed REIT that issues nontraded preferred stock invests primarily in farm land?
Which listed REIT that issues nontraded preferred stock invests primarily in farm land? Answer: Gladstone Land (NYSE: LAND) is a REIT that currently owns 169 farms comprised of 115,731 acres across 15 states in the U.S., as well as several farm-related...
Wall Street Journal Reports Home Prices Rose in February for First Time Since June 2022
Home prices rose in February from the prior month, snapping a seven-month streak of declines, as buyers competed…
How many common shares did FS Credit Real Estate Income Trust repurchase in 2022?
How many common shares did FS Credit Real Estate Income Trust repurchase in 2022? Answer: During the year ended December 31, 2022,the Company repurchased 9,091,329 shares of common stock under its share repurchase plan representing a total of...
NAV REITs Report Negative Median Total Returns for March
The median monthly total return for 16 continuously offered nontraded REIT programs (“NAV REITs”) was increasingly negative…
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