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Multifamily sponsors target lucrative RIA channel to raise capital

Retail investors’ appetite for alternative investments – especially commercial real estate – is greater than ever, forcing RIAs to establish…

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Seven Must Reads for the CRE Industry on March 29, 2022

As The New York Times reports, the West Coast dockworkers’ strike could spark another crack in the supply chain. KKR…

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For Urbana, investing is all about patience and conviction

“There was none for them. These companies couldn’t raise money on the big exchanges,” Caldwell says. “It took them in…

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Wyden Questions the Opportunity Zone of Crypto Miners Using Tax Breaks

(Bloomberg) — Crypto-mining companies are the latest target of Senate Finance Committee Chairman Ron Wyden’s investigation into whether opportunity sectors…

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Manhattan’s One World Trade Center Now 95% Leased After New Deal

(Bloomberg) — A new lease at the bottom of Manhattan’s One World Trade Center boosted occupancy in the skyscraper to…

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Recent Development Update: Taxes and Biden

Sponsored by: American Heart Association What’s the latest on the Biden administration tax proposals, potential money surcharges, and other changes…

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ESG Investing in Trusts | money management

Sponsored by: Interactive Legal Fiduciaries are often called upon to invest in environmental, social and governmental (ESG) causes. How do…

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Working webinars with high-net-worth family and family offices

Sponsored by: The Bridgeford Trust (Gold) Panelists will give an overview of the issues associated with working with high-net-worth (HNW)…

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LPL Strategic Wealth UBS . From $265M Adds Team

A Princeton, NJ-based advisory pair has left UBS to be affiliated with LPL’s Strategic Wealth Services, the large independent broker/dealer…

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iCapital Adds Golub’s Personal Credit Strategies

Alternative investment platform iCapital has partnered with Golub Capital, a direct lender, to bring its personal credit strategies to advisors…

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