

February 6, 2023
UMB: The Next Stage of Growth for Unlisted Closed-End Funds

September 16, 2022
UMB – State of the Market: Non-Traded REITs and BDCs
In times of wild market volatility, alternative investments are alluring panaceas to vulnerable portfolios. Once reserved for institutional and high-net worth investors, even some of the more exotic alternative investments…

December 8, 2021
UMB Releases 2021 Report: Unlisted Closed-End Funds: Growth Persists Despite Pandemic
Historically, alternative strategies and asset classes have been exclusively available to institutions and high-net-worth investors. Since traditional mass affluent structures — open-end mutual funds and ETFs — have liquidity requirements,…

May 19, 2021
Cantor Fitzgerald: Benefits of the 721 Transaction / UPREIT Transaction – Defer, Diversity, and Hedge
Owners of real estate properties looking for an exit strategy and the opportunity to diversify their real estate holdings while deferring capital gains taxes may find utilizing IRC Section 721…

March 1, 2021
ExchangeRight: Achieves 100% Rent Collections in 2020 for All of Its Net-Leased Offerings
PASADENA, Calif. - ExchangeRight has collected 100% of 2020 rent totaling approximately $129 million in net rents across all $3+ billion of its net-leased assets under management. Despite the historic…

December 14, 2020
Strategic Capital Fund Management: Digital Infrastructure Update
Digital infrastructure broadly refers to the real assets that keep us all connected. Data centers, cell towers, fiber optic networks, and other essential communications infrastructure assets are the backbone of…

October 19, 2020
Smart Advisors Combine A Human Touch With New Technology

September 29, 2020
ExchangeRight: August and September Rent Collections Update
ExchangeRight is pleased to announce that it has collected 100% of August and September rent from its net lease tenants on behalf of its investors.

August 28, 2020
Strategic Capital Fund Management – Cell Towers: Essential, Utility-Like Real Assets That Keep Us Connected
Not too long ago mobile phones were considered by many as a discretionary item. By today’s standards, the initial technology was rudimentary and those that had them often left them…

July 20, 2020
ExchangeRight: Q2 Rent Collections Update

April 3, 2020
FS Investments: Quantifying COVID-19: Impact on U.S. CRE

September 8, 2019
iCapital Network: Age Really Does Matter When It Comes to Unicorns

September 8, 2019
WealthForge: Opportunities for the Modern Advisor

August 6, 2019
AI Insights: Podcast – Non-traded Alts Market Update
https://soundcloud.com/ai-insight/july-2019-alts-insights-podcast

August 1, 2019
Black Creek Group: 400 Steps to Success

August 1, 2019
FS Investments: My Two Favorite Recession Indicators

August 1, 2019
Cantor Fitzgerald: Investing in the Zone

May 30, 2019