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 |
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.
CIM Group Principal Emily Vande Krol discusses the firm’s tactics for making inroads with RIAs and financial advisors and why it’s targeting the wealth channel.
Alts firms that have historically catered to big investors and institutions, like KKR, Blackstone, Apollo and Ares, are all pursuing individual investors with new products, reports Forbes. The Wall Street Journal examined the tricky math involved in valuing private real estate funds. These are […]
In this final episode of the Common Area podcast, listen to a replay of David Bodamer's conversation with Capital Square's Louis Rogers about the tax benefits of certain real estate structures.
Publicly-traded REITs surged in November and the outlook for interest rates may situate the sector for steady growth.
Insights from Fidelity's Bill Maclay on identifying growth-driven properties, emphasizing free cash flow, and navigating opportunities in Commercial Mortgage Backed Securities (CMBS) and private lending in today's market.
The CEOs of Yieldstreet and Cadre talked to Fortune about how the acquisition came together. Private debt and equity options geared for accredited investors continue to proliferate. These are among the must reads from the real estate investment world.
The vehicle, with a specialty in assisted living and memory care properties, aims to eventually be accessible to both accredited and non-accredited investors.
David Gaito, head of direct lending at Fidelity, explores the world of direct lending, middle market credit, and the potential of private credit in portfolio diversification and risk management.
Therese Icuss, managing director, portfolio management and underwriting, Fidelity Investments, unlocks the vast potential of the U.S. and China middle market, Fidelity's unique approach to bespoke portfolios, and prioritizing client success in the fidelity private credit fund.
The research found more than 60% of advisors have at least some exposure to alternative investments and most expect usage to grow.
Blackstone has raised $2.6 billion for a new vehicle dedicated to real estate secondaries, reports The Wall Street Journal. The FDIC flagged office loans as a potential risk to banks in its latest quarterly report. These are among today’s must reads from around the commercial real estate […]