Category Podcast

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.…

NASAA recently released proposed revisions to REIT regulations, beginning a 30-day public comment period that was originally to end on August 11. But industry veterans argued that some of the proposed revisions aren’t all they’re cracked up to be, and so NASAA…

Financial markets have faced significant headwinds this year, some of which headwinds haven’t been seen by investors in several decades. But the alt industry has barely skipped a beat, and a new whitepaper from Cerulli Associates and Blue Vault details…

Private equity has often been dominated by institutional investors and family offices, but some new offerings are providing increased accessibility to the space. Kelly Ann Winget, founder of Alternative Wealth Partners, joins the show to discuss non-correlated private equity strategies,…

Due diligence and underwriting are important skills when evaluating any private placement offering, but too often, LPs are at a disadvantage when it comes to these key steps in the investment selection process. Jill Homan, president at Javelin 19, joins…

The US Labor Department has proposed a new rule that could favor ideological goals over investors’ best interests; plus, the world of publicly-traded REITs continues to shrink. Listen in as AltsDb co-founder Andy Hagans discusses these stories and more with…

Opportunity Zones represent an attractive value proposition for HNW investors seeking tax-advantaged investment vehicles. But different OZ funds employ different strategies, and vertical integration is one area where they vary widely. Ryan Tobias, managing partner at Jackson Dearborn, joins the…

As the alternatives space continues its upward climb, more sponsors are entering the market, and they are launching an increasing variety of offerings. But there are several types of pitfalls that sponsors of all stripes should take care to avoid.…

Alternatives have had a massive bump in popularity in the past several years, especially among institutional investors and High Net Worth investors. But it seems many financial advisors are still lagging behind, in terms of awareness as well as usage…