Join us for the launch of Blue Vault’s new Regional Lunch Series, designed exclusively for wealth advisors seeking timely insights and differentiated alternative investment strategies—all in a concise, in-person format that respects your time. Presenting Firms: Veritas Investment Group XA Investments 

Join us for Blue Vault’s new Regional Lunch Series, designed exclusively for wealth advisors seeking timely insights and differentiated alternative investment strategies—all in a concise, in-person format that respects your time. As part of our renewed focus on performance data and advisor education, we’ve reimagined our approach to industry engagement. Rather than a large-scale annual…

An UPREIT is a tax-advantaged investment structure that allows property owners to exchange their DST ownership into the operating partnership of a more diversified real estate investment trust.

A key member of the leadership team at Madison Communities, the multifamily subsidiary for Madison Capital Group Holdings, Russo brings 28 years of experience in multifamily housing operations, development and asset optimization.

In the newly created role, Miller will work alongside Executive Director John Grady to lead the organization's next chapter.

This alliance will create streamlined access to investment products and further support growth across alternative asset managers and the wealth channel.

These subclasses are designed to increase accessibility through custodians and investment platforms while preserving the distinct benefits that make Class ER a compelling option for investors.

This is Peachtree’s ninth DST offering since the firm launched the program in 2022.

Mr. Weisenfeld will lead CIM Group’s National Accounts team in expanding the firm’s footprint in the private wealth space.