The alternatives industry has historically had plenty of “friction” in its user experience for investors. This friction has made it challenging for many wealth managers who want to access the broader universe of alternatives. Joe Ujobai, CEO at AIX, joins…

As real estate investors seek to lock in capital gains on past deals, 721 exchanges and UPREITs have gained in popularity. Now, some private equity funds are beginning to use the same structure used by private UPREITs, to allow for…

The economy has faced headwinds in 2022, but the next 90 days may be particularly rocky, based on moves that large investors (including Warren Buffett) are making right now. Kelly Ann Winget, founder of Alternative Wealth Partners, returns to the…

Sustainability and energy efficiency are powerful trends in the residential real estate market. But can these concepts go beyond being mere “buzzwords” to enhance investor returns and deliver greater client satisfaction? Lorenzo Sargenti, founder and managing partner at Shape Equity…

Market selection can make or break any commercial real estate investment, in any sector. But when should technology drive the decision, versus expert insight and experience? Dan Rosenbloom, head of investments at Cadre, joins the show to discuss Cadre’s “MVP”…

With equities and bonds both in a sustained bear market, many family offices and HNW investors have looked to real assets to be portfolio ballast. But the devil’s in the details; what’s the best way to allocate a portfolio slice…

The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida. AltsDb co-founder Andy Hagans joined Jimmy Atkinson during the event to discuss the incredible growth…