A Look at Carter Multifamily’s New Equity Raising Strategy
How one multifamily investor is looking to technology to help it connect with investors interested in private placements.
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Blurring ‘Property Lines’: As Conversions Grow, Property Managers Must Remain Flexible
For those just starting in the industry, a broad focus with an eye toward multiple disciplines will prepare them for the surprises of future trends.
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Transparency with Diana B.: Dealing with Personal Traumas of the Past
Between a near-fatal car accident and his day-to-day life on the police force, advisor Brian Walsh Jr. has had his fair share of personal trauma. Talking about it was the first step towards healing.
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Could a Change to the Gift and Estate Tax Exclusion Be Retroactive?
A potential shift in the credit amount could lead to unwelcome surprises.
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Two States Enact Grantor Trust Reimbursement Statutes
Connecticut and Florida join Delaware, New Hampshire and New York to offer trustors a way out.
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DOL Fiduciary Rule’s Impact Will Be Felt by Advisors, Brokers
The Biden administration announced last week the fiduciary exemption would take effect as scheduled, but legal experts argue the rule has some serious teeth that will impact client relationships with advisors and broker/dealers.
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Leading Your Firm in Diversity, Equity and Inclusion
The financial industry has a clear call to action to raise the bar on diversity and inclusion.
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Eight Must Reads for the CRE Industry Today (Feb. 17, 2021)
Many retailers and restaurants have been opening locations in South Florida as they close them in the Northeast, reports CNBC. Foreign investors are increasingly interested in warehouse acquisitions, according to the Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.
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Captrust Acquires $154B AUA Cammack Retirement Group
The acquisition furthers Captrust's hold in the retirement plan space, now at over $600B AUA.
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Troubled Coachella Hotel Project Files Bankruptcy Amid Lawsuit
The developer, Glenroy Coachella LLC, filed for Chapter 11 protection after the project’s manager has faced allegations of fraud.
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Oxford Street Plans Climbable Hill to Lure Back London Shoppers
London’s main shopping district plans to erect Marble Arch Hill to operate for six months starting in the summer.
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Speculative Traders Add Billions to ‘Meme’ Stocks at New Records
A look at the “meme” trades gripping social media and Wall Street right now.
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Morgan Stanley May Bet on Bitcoin in $150 Billion Investment Arm
Counterpoint Global, a unit of Morgan Stanley Investment Management that’s racked up wins in mutual-fund rankings, is exploring whether the cryptocurrency would be a suitable option for its investors.
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Cathie Wood Risks Having Too Much Money and Not Enough Stocks
Ark already owns 10% or more of at least 24 companies, including Invitae Corp, Cerus Corp. and CRISPR Therapeutics.
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Wealth Firm for Silicon Valley Billionaires Sets Up in London
Iconiq Capital counts Facebook's Mark Zuckerberg and Sheryl Sandberg, as well as Twitter's Jack Dorsey and LinkedIn's Reid Hoffman, as clients.
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Hunt for the Future Faangs Vaults Invesco ETF to $1 Billion Club
QQQJ, whose biggest holdings include Roku and CrowdStrike Holdings, has absorbed about $343 million in inflows so far this year.
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NCREIF's Real Estate Indexes Seek to Provide Clarity Amid Complex Market Conditions
What goes into constructing some of the most transparent, consistent and cited commercial real estate price indexes?
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Despite Market Gyrations, U.S. Equity Outlook Remains Positive
When herd immunity is reached and social distancing measures are eased, the economy will pick up as well.
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Social Justice Investing in the Biden-Harris Administration
Less than a month into the new administration, there are clear signals this White House intends to invest in America's full potential.
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