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read the latest about the firms transforming how wealth advisors implement alts in their practices
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Comparing Alts 1.0 to Alts 2.0
In this short clip, 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 and investors.
Bonus Distribution Boosts Investor Returns on Essential Income REIT’s Class ER Shares to 9.58%+ Total First-Year Return
The distribution is in addition to the current monthly tax-efficient annualized return, which is anchored in the performance and growth of the Essential Income REIT’s $1.3 billion portfolio of properties.
Based on the nontraded BDC offerings tracked by Blue Vault, what was the nontraded BDC industry’s total AUM as of June 30, 2025?
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Educational Content Outshines
By providing basic information rather than complexity, and perspective rather than promotion, firms can align with an advisor’s natural curiosity.
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Recent News
CIM Group Signs Sheppard Mullin to 119,217-Square-Foot Lease at City National 2CAL
Business Wire CIM Group announced today that it has executed a long-term lease with international law firm Sheppard Mullin to bring its headquarters to City National 2CAL....
How One Private Real Estate Firm is Attempting to Court Financial Advisors
Elaine Misonzhnik | WealthManagement.com With high-net-worth individuals and their financial advisors showing a growing appetite for alternative investments, real estate...
CIM Group Brings Luxury Watch Manufacturer A. Lange & Söhne to The Shops at Tribune Tower
Business Wire CIM Group announced today that it has signed German luxury watch manufacturer A. Lange & Söhne to a long-term lease for 1,409 square feet of retail space...
Wealthtech Addepar Surpasses $5 Trillion of Client Assets Managed on its Platform
Omar Faridi | Crowd Fund Insider Addepar, a global technology and data company for investment professionals, announced that it has exceeded $5 trillion of client assets...
Triton Pacific Affiliate Acquires 17 Dunkin’ Restaurants and a Central Manufacturing Facility in Vermont
Triton Pacific Triton Pacific Capital Partners (Triton Pacific) announced today that its portfolio company, Tasty D’Lites, LLC, executed a purchase agreement for 17...
Report: CRE Expected to Improve in 2024 Amid ‘Enticing Investment Landscape’
Brian Pascus | Commercial Observer A global commercial real estate firm is optimistic that the industry will have a healthier experience in 2024 after a miserable 2023. ...
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Inside the V(ALT), with Amy Small
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Clip: Human Element in Fraud
In this clip from Inside the V(ALT), Amy Small talks abut the unwitting role people play in fraud.
Clip: Fraud
In this clip from Inside the V(ALT), Amy Small cites examples of the types of fraud commonly encountered by people and businesses today.
Clip: Who is UMB Bank?
In this clip from Inside the V(ALT), Amy Small reviews UMB Bank’s history, services, and milestones.
What percentage of selling commissions, dealer manager fees and offering expenses will be paid by the advisor without reimbursement in the offering by Cottonwood Communities?
Answer: Cottonwood Residential II, the sponsor of Cottonwood Communities, Inc. (a REIT) will pay 100% of those fees and offering expenses…
CoastalOne Launches Digital Alternative Investments Platform, Altigo, Powered by WealthForge
CoastalOne, an independent broker-dealer (Coastal Equities) and registered investment advisor (Coastal Investment Advisors) based in Wilmington, Delaware, recently rolled out access to alternative investments for all…
Anastasia Amoroso Joins iCapital Network® as Chief Investment Strategist
iCapital Network1, the leading global financial technology platform driving access and efficiency in…
Industry Veteran Gene Sullivan Joins Pacific Oak Capital Markets Group as Senior Regional Vice President
Pacific Oak Capital Markets, LLC, an alternative investment distributor, announced today that financial industry veteran…
According to Real Capital Analytics, where did Sealy & Company rank among active private real estate investing firms in 2020?
Answer: Qualified as the nation’s fourth-most active private real estate investing firm of 2020 by Real Capital Analytics, Sealy & Company makes strides in…
U.S. home prices rose in April at fastest pace in 15 years – S&P/Case-Shiller
U.S. single-family home prices in 20 key urban markets rose in April from a year earlier by the most in over 15 years as the shortage of…
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