Join Jim Schlager, CFP Founder & Managing Partner and Michael Schulman, Partner & Chief Investment Officer of Running Point Capital on Wednesday, October 18, 2023 at 2:00 pm EDT. They will review the PPLI and PPVA structures, regulatory considerations, investment options, tax implications and more.

Join Jim Schlager, CFP Founder & Managing Partner and Michael Schulman, Partner & Chief Investment Officer of Running Point Capital on Wednesday, October 18, 2023 at 2:00 pm EDT. They will review the PPLI and PPVA structures, regulatory considerations, investment options, tax implications and more.

Which nontraded REIT program recorded positive monthly total returns for each month from April 2023 thru July 2023? Answer: J. P. Morgan Real Estate Income Trust recorded consecutive positive monthly total returns for four months, April 2023 thru July 2023. The REIT averaged a 0.37% monthly total return over those four months. 

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