Beginning in the fourth quarter of 2022, common stock redemptions by several continuously offered nontraded REIT programs became a major news item for the nontraded REIT industry. Blackstone Real Estate Income Trust, as the largest of the active nontraded REITs with total assets of $138 billion as of June 30, 2023, garnered the most news…

Webinars – are they all about you? They shouldn’t be. At least that’s what we have heard from advisors. Read on to learn what advisors want to know about your firm.  

Financial advisors love getting third-party information from asset managers. This is what we’ve been hearing in the field. Why? Read on for the many reasons third-party information can be a powerful tool for asset managers and how it helps financial advisors. 

“During this heightened economic uncertainty, we are pleased to have provided the investors, representatives, and advisors who turn to ExchangeRight’s historically recession-resilient investment strategy another offering to protect their hard-earned wealth...”

Ares Industrial REIT was a leader among the continuously offered nontraded REITs in 2021 when measured by the change in its net asset per share (NAV). For that entire year, only Blackstone REIT’s increase in NAV per share (+23.76%) out-shone Ares Industrial REIT (+23.70%) among its peers.

LODAS Markets, the third-largest alternatives market operator in the U.S., today announced four Walton Global funds are available for trading, marking the first listing of private limited partnerships available to accredited investors on the LODAS marketplace.

With traditional stock and bond funds having performed poorly in 2022, many advisors are embracing alternative investments with uncorrelated and potentially higher returns. Most so-called “alts” are illiquid private funds that require investors to lock up their money for long periods of time before they can redeem shares, underscoring the investment principle that potential return…

“Given where we are in the macroeconomic cycle, Net-Leased Portfolio 61 DST reflects our focus on protecting investor wealth and income with our historically recession-resilient investment strategy,”

Deal Reflects Investment Giant's Strategy To Own Newer, Mainly Sun Belt Properties