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Five Questions with Nate Oltmans: Purpose and Intentionality
“When I connected the dots that I wasn’t saving the world one financial plan at a time, but helping other people overcome worry, fear, and dissatisfaction with their money, I enjoyed every client interaction more.” — Nate Oltmans
Credit-Focused Funds Help Drive Business, ‘Alts’ Industry Growth
Innovatively structured investment vehicles such as business development companies and interval funds centered on credit are stepping in to fill stubborn lending gaps.
Record growth: Interval funds emerge as key players in alternative investments
“Interval funds’ design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution.” — Kimberly Flynn, XA Investments
Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says
“Historically, women haven’t always been front and center in financial planning conversations, so advisors need to ensure women are well-positioned to manage the wealth coming their way.” — Cherie Fournier, Marketing Intent
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Recent News
Inland Private Capital Corporation Delivers 192% Total Return to Investors with Sale of BJ’s Wholesale Club in Virginia
Inland Private Capital Corporation Delivers 192% Total Return to Investors with Sale of BJ’s Wholesale Club in Virginia December 13, 2022 | Inland Private Capital...
GT Voice: Blackstone warning liquidity crunch deserves due attention
GT Voice: Blackstone warning liquidity crunch deserves due attention December 12, 2022 | Global Times Blackstone, the world’s largest private equity group, is...
A Surprising Find in Retail Malls
A Surprising Find in Retail Malls December 13, 2022 | Erik Sherman | GlobeSt.com The general assumption in retail that’s been building, part of the “retail apocalypse,”...
Apartment REITs Report Falling Occupancy For Q3
Apartment REITs Report Falling Occupancy For Q3 December 13, 2022 | Erik Sherman | GlobeSt.com There was some news that on the surface was bad for major apartment...
Student Housing Investment Sales Activity Grinds to a Halt
Student Housing Investment Sales Activity Grinds to a Halt December 12, 2022 | Bendix Anderson | WealthManagement.com Business is booming for student housing managers....
ExchangeRight Fully Subscribes Latest DST Designed For Recession Resilience
ExchangeRight Fully Subscribes Latest DST Designed For Recession Resilience December 13, 2022 | ExchangeRight ExchangeRight, one of the nation’s leading providers of...
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Exploring Carter Validus Mission Critical REIT’s Change in NAV
Some major portfolio moves, including property sales of over $1 billion since the September 30, 2017, valuation, can be expected to impact share values going forward, and Blue Vault would expect those sales to have a positive impact on future NAV estimates.
How many Interval Funds reported Net Assets in excess of $50 million in their most recent filings with the SEC?
Answer: No fewer than 27 Interval Funds reported Net Assets in excess of $50 million according to the most recent filings with the SEC.
HPI Real Estate Fund V Fully Subscribed at $115 million
Hamilton Point Investments LLC announced the close of HPI Real Estate Fund V LLC, a Reg D real estate private equity fund that raised $115 million and will acquire, with leverage, approximately $300 million of multifamily apartment properties.
House GOP Guns For DOL Fiduciary Rule
GOP leaders, fresh off their tax reform victory, are banking on Washington’s anti-regulation climate to help them pass a rider in a House spending bill that would completely vacate the U.S. Department of Labor’s fiduciary rule.
Why Tax Reform Is Not The Top Issue For Retail Investors In Alternative Assets
As the debate on tax reform drags on in Washington — and will surely continue, even if a final reform bill passes — retail investors are trying to read the policy changes to determine whether, and how, any tax code changes could impact their portfolios in general. And this certainly includes alternative investments.
SmartStop® Self Storage Sponsors Olympic Hopeful Shane Kline
SmartStop Asset Management (SmartStop) announced today that it has sponsored American cyclist and Olympic hopeful Shane Kline through its SmartStop® Self Storage brand.
Which Interval Fund had the highest total assets among all Interval Funds as of the most recent SEC filings?
Answer: Stone Ridge Trust II (Stone Ridge Reinsurance Risk Premium Interval Fund ) had total assets of $5.36 billion as of October 31, 2017.
RIAs expect faster asset growth in 2018
Advisers also see another good year for equities, TD Ameritrade survey finds
Tax Cuts and Jobs Act: Highlights for the Real Estate Industry
Notably, the Act will significantly impact real estate investors, sponsors and developers, and there are a number of special provisions applicable to REITs and REIT investors. Below is a brief summary of some of the Act’s provisions that are expected to have the greatest effect on the real estate industry.
FINRA Cracks Down on Cryptos, Securities-Backed Lines of Credit
In its annual priorities letter, the regulator flags some new areas of focus for 2018, including cryptocurrencies, securities-backed lines of credit and business continuity.
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