Wealth Management Invest: Investing in Private Markets With a Fiduciary-First Approach
WasteManagement » Real Estate
by David Bodamer
6d ago
Opto Investments' Jake Miller provides insights on the current state and future trends within private investments ..read more
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Non-traded REITs Tinker with Liquidity Features to Address Redemption Requests
WasteManagement » Real Estate
by Elaine Misonzhnik
1w ago
Industry analysts view KKR's and Starwood's recent moves to respond to redemption requests on their non-traded REITs as positive for shareholders ..read more
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Publicly Traded REITs Bounced Back in May
WasteManagement » Real Estate
by David Bodamer
2w ago
REITs posted total returns north of 5% for the month, although they remain in negative territory year-to-date ..read more
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Cohen & Steers Appoints New Head of Wealth Channel Distribution
WasteManagement » Real Estate
by David Bodamer
2w ago
Daniel Noonan joins the firm from Nuveen, filling a void created by Kimberly LaPointe’s departure in February ..read more
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Investor Toolkit to Private Markets
WMRE » Real Estate
by
3w ago
Discover new opportunities for your clients' portfolios ..read more
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For Optimal Real Estate Performance, Blend Public and Private Assets
WMRE » Real Estate
by Elaine Misonzhnik
1M ago
A new report from J.P. Morgan Asset Management examines how different ratios of public to private real estate holdings affect returns and volatility ..read more
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11 Investment Must Reads This Week
WMRE » Real Estate
by WealthManagement.com Staff
1M ago
After more than two months of positive fund flows, the largest spot bitcoin ETFs have posted outflows in recent days. Morningstar looked at five ETFs trends to watch in the current market environment. These are among the investment must reads we found this week for wealth advisors ..read more
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Billionaire Stephen Ross Believes in South Florida—and Is Spending Big to Transform It
WMRE » Real Estate
by
1M ago
The Related Cos. founder is following the money flowing south by bringing his influence to everything from real estate to schools and health care ..read more
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DOL Critics, Supporters Sound Off on Final Fiduciary Rule
WMRE » Real Estate
by Patrick Donachie
2M ago
Advocates say RIAs have little to worry about, yet one opponent accused the DOL of waging an “ideological crusade” and said he’d recommend litigation to his board ..read more
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10 Investment Must Reads This Week
WMRE » Real Estate
by WealthManagement.com
2M ago
Asset managers are increasingly focusing on advisor preferences when designing products, according to a Cerulli study. PGIM is the latest fund manager to seek approval to offer an ETF share class on existing mutual funds. These are among the investment must reads we found this week for wealth advisors ..read more
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