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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.…
A push by state securities regulators to reform sales of non-traded REITs meets stiff resistance, even as the universe of publicly-traded REITs continues to shrink. Plus: Senate Democrats inch towards a deal to raise taxes, and how their proposed legislation…
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…
Impact investing has gone mainstream in 2022, but Grubb Properties was “doing well by doing good” before the concept came into fashion, as far back as the 1960s. James Holleman, VP of capital formation at Grubb Properties, joins the show…
In an era of high inflation and possible tax hikes, it’s important for HNW investors and their advisors to focus on “triple net returns,” and especially proven ways to mitigate capital gains tax liability. Justin White, managing director at Centennial…