When markets are performing poorly, clients’ portfolio values can decline, giving clients the sense that they aren’t making progress toward goals and those goals seem harder to achieve.
An erroneous report that BlackRock had won approval to launch a spot ETF rapidly sent the largest digital asset to $30,002 on Monday, the highest price since August.
Recent Nareit research looked at actively-managed real estate funds, REIT balance sheets and the state of ESG among publicly-traded real estate investors.
The aim is to exploit the tax efficiency of the ETF wrapper, which means funds rarely incur capital gains tax, instead transferring the burden to investors when they exit.