One way to mitigate the impact of a failed exchange is “tax straddling,” which involves timing the exchange so the sale falls in one tax year and the receipt of proceeds in the following year.
Transparency in financial reporting, favorable partnership structures are taking on more importance for family offices in a riskier investment climate.
Mark Pasierb, newly appointed president of Kingbird Investment Management, talks about how the current market might be a good time for those willing to work with distressed situations.
One fund close significantly increased overall fundraising volume, but there were also far more funds out in the market raising money than at the beginning of the year, according to a Preqin report.
Institutional investors remain committed to the best-performing sectors, although there is some interest in newer subsectors, according to exclusive WMRE research.