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On August 18, AltsDb co-founder Jimmy Atkinson hosted Andrew Doup, securities counsel at Kegler Brown Hill and Ritter, to present a live one-hour webinar for financial advisors. The webinar detailed six of the most common pitfalls in passive alternative investments…
Every family office is unique, with its own distinct strengths and investment philosophy. While most family offices share a long term time horizon, the perspective of each can differ greatly. Alex Bhathal, founder and executive chairman at Revitate and co-owner…
Family offices have a lot of options when it comes to real estate investing, including direct investments, LP investments in a fund, or even co-GP and LP-GP models. But how do they actually invest, according to the data? DJ Van…
What would happen if you took a “boring but profitable” real estate sector, like self storage, and applied a consistent, “checklist-driven” approach to vertical integration over a significant period of time? Ryan Gibson, president and CIO at Spartan Investment Group,…
On September 8, AltsDb co-founder Jimmy Atkinson hosted Justin Amos, national sales manager and 1031 specialist for JTC Americas, to present a live one-hour webinar for financial advisors. The webinar detailed best practices for real estate investors who are completing…
The Van Keuren Family Office Real Estate Institute (FOREI), an executive education program for family office executives, has announced their upcoming education program for fall 2022. The on-campus program offered by FOREI is the institute’s second offering to be held…
Family offices are able to invest on a different scale, but also with a different time horizon than a typical individual investor. So what lessons can individual investors learn from family offices (and how can these lessons help enhance returns)?…
Saxum’s national portfolio and development pipeline includes industrial, multifamily, office, mixed-use and student housing assets, with portfolio capitalizations exceeding $2BN. So what are the challenges and advantages of managing such a large and diversified real estate portfolio? Chad DeBolt, managing…
OpportunityDb founder Jimmy Atkinson has called the opportunity zones program “the greatest tax incentive of all time.” And many investors agree, as they have poured billions of dollars into the program in its short life so far. But the true…
Delaware statutory trusts have climbed in popularity in the past few years, as investors have taken advantage of rising asset prices to complete 1031 exchanges into products that allow them to grow their wealth with a fully passive investment vehicle.…