The multifamily sector has long been the darling of commercial real estate. It’s got the strongest fundamentals and greatest returns. And it’s the sector with the most access to financing for acquisition and development.
For proponents of non-traded REITs, the fact that they are not traded is both a boon and a curse. It’s a boon as the lack of liquidity means the investment isn’t rocked by volatility, making it easier for managers to deploy the money effectively. The curse is the lack of liquidity makes it difficult for investors who shudder at the idea of locking up money in a real estate fund.
Office real estate investment trusts (REITs), the investment vehicle often used to access this type of commercial real estate, were on a nice run in the spring, but since then, they’ve suffered a bit of a hit.
Investors tend to look at portfolio risk in terms of geographic exposure or asset classes—but that's not always an accurate gauge. Taking a broader view of risk assessment can provide a better sense of how the portfolio will perform in volatile markets....More
When practitioners meet with clients who are near death, they're tasked with making valuable contributions to the client's estate plan within a limited time frame. Using a 20-point checklist, our speakers will outline how eleventh hour planning may help clients achieve favorable outcomes for their beneficiaries and avoid missing valuable opportunities....More
You'll discover the ways ETFs allow you to construct more nimble and unique portfolios for your clients, based on a sector approach to the market. Marc Chaikin, creator of Chaikin Money Flow, demonstrates how to find trends in equity sectors—and use ETFs to construct strong client portfolios....More
This complimentary webinar will explore the National Association of Estate Planners & Councils model for collaboration, as articulated in a recently released white paper, "High Performance Teaming and Professional Collaboration", and the 5 critical best practices our speakers have observed in teams who collaborate most effectively....More