The vehicle, with a specialty in assisted living and memory care properties, aims to eventually be accessible to both accredited and non-accredited investors.
The research found more than 60% of advisors have at least some exposure to alternative investments and most expect usage to grow.
We are pivoting to cover the wider world of alternatives and how wealth advisors are using these tools in client portfolios.
TD Bank’s newly appointed head of U.S. commercial real estate Hugh Allen notes the old adage: “You make your best loans in difficult times.”
It was clear prior to the pandemic investors felt strongly that real estate was a less correlated asset class in portfolios.
There are already ETFs in the market that invest in mortgage-backed securities. But the MTBA ETF focuses on recently issued ones.
The firm has been running a Reg D offering involving senior secured bridge real estate loans for the past eight years. Earlier this year, it decided to switch to an interval fund structure.
The latest Hodes Weill Real Estate Allocation Manager found that the most sophisticated institutions still invest in REITs alongside private placements and direct investments.
The firm has been investing in residential mortgages for the past eight years. It’s seeing better opportunities now than it has for some time, its co-founder says.
