The Build Back Better Tax Alarmists Who Cried Wolf
Turns out the sky is NOT falling, but it’s best to be prepared for it.
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REITs, Private Equity Investors Pile into Self-Storage Assets
A growing number of buyers are also willing to buy new self-storage properties before they are fully-leased.
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Eight Must Reads for the CRE Industry Today (Nov. 29, 2021)
Bisnow found uneven progress in achieving diversity and inclusion goals at CRE firms. The Wall Street Journal analyzes Amazon’s massive buildup of its own logistics capabilities. These are among today’s must reads from around the commercial real estate industry.
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Shoppers’ Store Visits Rose 48% From 2020: Black Friday Update
One reason this year’s gain wasn’t larger is that retailers spread out traffic peaks by starting holiday deals early.
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A Look Back at 2021: 7 Trends That Indicate It’s a Seller’s Market for Advisors
A year of extraordinary success has put advisors and independent business owners in the driver’s seat.
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More Investors Eye Grocery-Anchored Shopping Centers for Better Risk-Adjusted Returns
As pricing continues to rise for industrial and multifamily assets, grocery-anchored shopping centers are looking more and more attractive.
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DOJ: Former Edward Jones Advisor Defrauded $800K From Investors
The Justice Department and SEC both say Ronald T. Molo used the money from the scheme to pay off a mortgage and buy cars.
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Cerity Partners Merges With $5B Bay Area RIA
The deal with Bingham, Osborn & Scarborough, a $5 billion RIA in San Francisco, expands Cerity’s West Coast footprint and brings its total client assets to more than $40 billion under advisement.
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Ten Ideas for Crushing the Holiday Season
Tips and ideas for how to best interact with clients over the holidays.
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Milwaukee's Frank Crivello On Manufacturing Renaissance
Phoenix Investors' Frank Crivello on why the industrial real estate sector must prepare for a wave of manufacturers looking for factories on American soil.
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Milwaukee's Frank Crivello on the U.S. Manufacturing Renaissance
Phoenix Investors' Frank Crivello on why the industrial real estate sector must prepare for a wave of manufacturers looking for factories on American soil.
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Inside ETFs Podcast: Inside The World Of ETFs with Jan van Eck
Jan van Eck shares his knowledge of global ETFs, his current favorites and the transformation this investing structure has undergone and will continue to undergo as the economy adapts to world events.
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For Motivated Advisors, Look Beyond Compensation
It takes more than money to improve the advisor experience.
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Construction Costs Are Taking a Toll on Real Estate Investors
The prices that contractors charge to build grew relatively slowly for most of 2021, but have spiked of late.
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JD Power: Wealth Management Mobile Apps Continue to Lag
Despite improvement, wealth management apps continue to fall short of other financial services industries.
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11 Must Reads for the CRE Industry Today (Nov. 24, 2021)
U.S. cities and states continue to deal with rent relief issues, according to CNBC. Proptech fundraising is on track to have a record year, reports The Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.
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From Fried Food to Gym Fees, It’s All Securitized Now
This year’s sales of U.S. asset-backed securities have already surpassed $300 billion.
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New Jersey Advisor Returns to RBC Following Restraining Order
Christopher Andreach, who managed about $500 million in assets, rejoined his former firm in its Florham Park, N.J., office after spending only a few months at UBS Financial Services.
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Tech Tools to Streamline Plan Advisors’ Work
A growing number of technology offerings promise to simplify life for advisors by allowing them to outsource administrative and compliance tasks.
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Fund News Advisors Can Use: Voya Acquires Small-Cap Growth Business
In this week's fund news, Voya acquires the investment advisory business of Tygh Capital Management; Hartford launches first semitransparent ETF; VanEck's bitcoin futures ETF lists; and Schwab introduces its first active and ESG ETF.
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