Professional Services Perspectives
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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...
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,”
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Recent News
Clip: Investing in Scale
Clip: Investing in Scale In this clip from Inside the V(ALT), Ben Aitkenhead talks about giving investors the opportunity to invest in scale through single family rental...
Clip: Balancing Value Growth and Distribution Coverage
Clip: Balancing Value Growth and Distribution Coverage In this clip from Inside the V(ALT), Michael Schwartz talks about growing NAV and cash flow for investors. Click...
Clip: Solving for Income and Growth in Single Family Rental
Clip: Solving for Income and Growth in Single Family Rental Is it difficult to achieve income and growth in the single family rental sector? Find out what Ben Aitkenhead...
Clip: Who is SmartStop?
Clip: Who is SmartStop? In this clip from Inside the V(ALT), Michael Schwartz reviews SmartStop’s offerings, AUM, and more information about its platform. Click...
Ben Aitkenhead: Solving for Income and Growth in Single Family Rental
Is it difficult to achieve income and growth in the single family rental sector? Find out what Ben Aitkenhead thinks in this clip from Inside the...
Ben Aitkenhead: Investing in Scale
In this clip from Inside the V(ALT), Ben Aitkenhead talks about giving investors the opportunity to invest in scale through single family rental nontraded...
More articles…
Three Things an Advisor Does That a Robo Can’t
It’s all about relationships and trust.
What is the current maximum leverage ratio permitted by law for Business Development Companies?
Answer: BDCs are currently able to utilize a maximum leverage ratio of 1:1.
What Happens When Your IBD Is Sold
News of big M&A deals is becoming more frequent these days. But that doesn’t make it any easier for the advisor whose firm was just sold.
Key Takeaways from NIC MAP’s Third-Quarter Seniors Housing Data Release
Seniors housing occupancy remained unchanged at 88.8 percent, but same-property rent growth decelerated.
Warehouse, infrastructure owners buck sluggish REIT market
While the broader stock market has been steadily racking up gains and posting new highs, companies that own real estate have been lagging, with some notable exceptions.
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