As part of a note shared by Addepar, the wealthtech firm has shared key platform developments, research insights along with client, partner and company announcements.

Kay explained that the Cove Essential Net Lease 58 DST is an all-cash/debt free, zero leverage offering for 1031 Exchange and Direct Cash Investors...

StratCap continues to expand its footprint in the digital infrastructure sector and believes the StratCap Wireless team’s significant experience as operators in the wireless arena has had a significant impact on the Company’s success...

The increase in the distribution rate reflects increasing income on CIM RACR’s floating rate real estate and credit investments and the expectation of improving net operating income on its real estate equity investments from recent strong leasing activity.

It’s the second expansion of the offering following new features such as automated transactions and enhanced search and browse capabilities added last year. The collaboration began in 2020.

Investors may often hear that “cash is king,” but holding on to too much cash and staying out of both private and public investments may have serious repercussions on an investor’s portfolio. 

Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This contrasts with the 60/40 approach that had been the traditional investment framework utilized by investment advisors for their clients previously...

Leitbox's innovative market approach, which encompasses a diverse array of strategies including development, mixed-use development, conversions, and strategic value-add acquisitions, has markedly enhanced its standing and appeal within the sector.

If you’re seeking ways to interweave your opinions into your content, fostering deeper connections with financial advisors and investors while differentiating your brand in the crowded alternative investment space, we’re here to guide you...