Welcome to WMRE – Real Estate News on Wealthmanagement.com | Wealth Management
WMRE the online destination for commercial real estate news and trends on wealthmanagement.com
Welcome to WMRE – Real Estate News on Wealthmanagement.com | Wealth Management
WMRE the online destination for commercial real estate news and trends on wealthmanagement.com
Note | |
Type(s) | Mensuel |
Langue(s) | Anglais |
Villes(s) | Atlanta |
Catégorie(s) | Immobilier / Économie |
Courriel | |
Site Web | Visiter |
Advocates say RIAs have little to worry about, yet one opponent accused the DOL of waging an “ideological crusade” and said he’d recommend litigation to his board.
Asset managers are increasingly focusing on advisor preferences when designing products, according to a Cerulli study. PGIM is the latest fund manager to seek approval to offer an ETF share class on existing mutual funds. These are among the investment must reads we found this week for wealth […]
BlueRock's Miguel Sosa explains why real estate is a lot more then just office space.
Edelman Financial Engines is fighting Mariner’s motion to dismiss its lawsuit. In a new filing, Edelman argues that Mariner gets “free rides” off of its competitors.
The program has attracted significant inflows from individual investors looking for tax benefits. A contentious Congress might jeopardize its extension.
Meanwhile, REITs posted positive total returns in March and are down slightly year-to-date.
Using a third-party CIO can help advisors reclaim time and improve client outcomes.
Historically, the real estate investment manager relied on independent broker/dealers to reach private wealth. It wants to diversify both its distribution and its investment offerings.
The firm, which already works with individual investors, wants to build relationships across private wealth distribution channels.
Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform. Some asset managers are raising the alarm on the booming private credit market, reports FundFire. These are among the investment must reads we found this week for […]
Investor interest in single-tenant net lease properties remains strong, signaling optimism for the 2024 market outlook.
Adding private real estate boosts returns and quells volatility.
Grayscale has signaled that it intends to lower fees on its Bitcoin ETF. Partners Group is dipping its toes into royalties investing with plans to debut a fund for the wealth channel eventually. These are among the investment must reads we found this week for wealth advisors.
Franklin Templeton's Tony Davidow shares insights on the increasing accessibility of alternative strategies and the role of private credit, private equity and real estate in diversified portfolios.
Private equity funds are facing a massive backlog on exits, according to a new report from Bain & Co. Publicly listed REITs are trading at a 15% discount to their consensus NAVs, based on S&P Global Market Intelligence data. These are among the investment must reads we found this week for […]
Duff & Phelps’ David Grumhaus discusses the past, present and future of investing in real assets.
Default danger rises in high-yield debt, while stress in commercial real estate ramps up.
Ethereum prices are rising with the anticipation that spot ETFs could emerge in the space. Opportunity Zone fundraising waned in 2023, according to data from Novogradac. These are among the investment must reads we found this week for wealth advisors.
Public equities dipped to 29% of the average total assets in family offices surveyed, down from 31% in 2020, according to KKR's Family Capital report.
Valuations in the private real estate market are finally starting to reflect higher interest rates and tighter debt availability.
Through mutual funds, ETFs, target date funds and direct stock ownership, 168 million Americans have exposure to publicly traded REITs.
The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new products aimed at advisors, reports FundFire. These are among the investment must […]
Historically, infrastructure had been prized for its “safety and stability.” Some asset managers claim now might be a good moment to get more exciting returns.
Mariner asked a federal court to pause Edelman Financial Engines' trade-secret lawsuit during an ongoing arbitration process. Edelman says that would only let Mariner continue raiding its advisors and clients "with impunity."
Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and the unique opportunities and risks they pose.
With healthy property fundamentals and a favorable interest rate environment, REIT fund managers expect the sector to deliver double digit returns this year.
A redesigned CAIA certification program for alternative investments highlights the need for advisors to approach the sector as a long-term, strategic play.
When the end of a monetary tightening cycle is near, real estate investment trusts outperform. All signs indicate positive returns will continue in 2024, argues Edward F. Pierzak, senior vice president of research for the National Association of Real Estate Investment Trusts.
As alternative investment options move beyond interval funds and ETFs in the coming year, advisors will need to grapple with whether to use them.
A new JPMorgan report recommends a 25% position in alternative investments. Propmodo looks at progress in Opportunity Zone investments over the past six years. These are among today’s must reads from around the commercial real estate industry.