News

Why Demand for Retail Pad Sites Is Intensifying

As QSRs seek drive-through opportunities and other tenants launch smaller concepts, they see pad sites as more desirable.

Reyes & Alemany: In conversation

SageView to acquire $900 million portfolio from Capital One

Giant Virginia bank’s RIA arm will shed operations as well as assets.

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Hybrid advising on $300 million switches to Arkadios from Triad

A JPMorgan Bank rep who advises on $200 million also moves to Atlanta-based Arkadios Capital.

The post Hybrid advising on $300 million switches to Arkadios from Triad appeared first on InvestmentNews.

BlackRock CEO says stakeholder capitalism isn’t ‘woke’

Boom in model portfolios slammed in new paper

Model portfolios, which have exploded in popularity in recent years, are ridden with conflicts of interest, a trio of academics argues.

The post Boom in model portfolios slammed in new paper appeared first on InvestmentNews.

Tech Stocks Unravel While Banks Are Hot in 2022 Rotation

The ongoing rout in tech stocks -- a no-brainer pick for more than a decade -- looks to be more than a short-term pullback.

Father-daughter Morgan Stanley team managing $250 million goes indie

John and Jennifer Tarantino affiliate with LPL Financial in Florham Park, New Jersey.

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Wall Street’s ‘Model Portfolio’ Boom Gets Slammed in New Paper

Model portfolios -- off-the-shelf investment strategies often comprising bundles of ETFs -- are ridden with conflicts of interest, according to a trio of academics.

David Booth’s Dimensional Is Already the Biggest Active ETF Firm

Assets across DFA's 13 exchange-traded funds have surged to nearly $46 billion, surpassing First Trust.

WMRE's Common Area: What to Expect From CRE in 2022

Dan Spiegel, senior vice president and managing director with Coldwell Banker Commercial, discusses the firm's commercial real estate outlook.

BlackRock CEO Fink defends stakeholder capitalism

In his annual letter, Larry Fink warns that companies will be left behind if they don’t embrace sustainable business practices.

The post BlackRock CEO Fink defends stakeholder capitalism appeared first on InvestmentNews.

BlackRock CEO Says Stakeholder Capitalism Isn’t ‘Woke’

For BlackRock and others, ESG investing has become a highly lucrative strategy.

China’s Spreading Property Debt Crisis Pressures Xi to Ease

The growing risk of financial contagion underscores the challenge Xi Jinping faces as he overhauls the residential property market.

CRE Borrowers Poised to Benefit from Strong Bank Liquidity in 2022

Despite the capacity to lend, banks are battling some crosscurrents in terms of competition and uncertainty in some property sectors.

Six Must Reads for the CRE Industry Today (Jan. 18, 2022)

Apple will require all its corporate and retail staff to receive COVID-19 boosters, reports The Verge. Blackstone’s BREIT fund aimed at smaller investors has surpassed $50 billion, according to The Wall Street Journal. These are among today’s must reads from around the commercial real estate industry.

AdvisorEngine Retires Junxure Brand

AdvisorEngine is retiring the Junxure brand as it renames its overhauled CRM.

When a Client Joins the Firm

Luke Barbalich was a client of Biondo Investment Advisors for 20 years. Now, he’ll sit on the other side of the table as an advisor at the $800 million RIA.

ETFs are hands-off investments? Think again

Retiring early to lie flat? Keep an eye on inflation