"Historically, women haven’t always been front and center in financial planning conversations, so advisors need to ensure women are well-positioned to manage the wealth coming their way." — Cherie Fournier, Marketing Intent

"1776ing is dedicated to creating a frictionless investment experience and our collaboration with Vistra will amplify this mission." — Sean O’Toole, Founder and CEO of 1776ing

"Stocks and bonds are what a lot of people think of when they think about investments, but alternatives are becoming more important. As this economic cycle ages, having some non-correlated assets like alts is going to be very important for investors." — Ryan Detrick

"Protecting investors’ hard-earned wealth and providing stable monthly income through economic cycles is our primary goal each time we produce a new offering for our net lease platform." — Warren Thomas, a managing partner at ExchangeRight

“Fred Talk” — a live-streamed discussion about trends in the alts industry and strategies for wealth advisors led by Fred Hubler!

ExchangeRight's Essential Income REIT was the only nontraded REIT in its comparison class that experienced an increase in NAV per share every quarter from Q1 2024 to Q4 2024, according to Blue Vault's Q3 2024 NTR Report.

"Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky." — Erin Botsford

ExchangeRight’s Essential Income REIT has grown its NAV for four consecutive quarters, reaching $27.37 per share as of December 31, 2024.

Blue Vault Alts Summit features expert strategies for harnessing maximum client advantage.