Investment Strategies

Low leverage and all-cash buyers continue to drive activity in the net lease space. But investors are tightening acquisition criteria to account for higher risk.

In the past three months, trading in private real estate secondaries, including non-traded REITs, BDCs and private placements, has increased by an order of magnitude compared to last year, says the CEO of LODAS Markets.

Clients don’t need to be billionaires to realize the benefits of giving assets such as S corporation shares to their favorite causes.

Opportunities remain for HNWIs and other players to invest in opportunistic funds or as L.P.s with private multifamily developers.

Driven by private equity activity, entity-level transactions accounted for more than half of investment sales volume in the data center space in 2022.

Wells Fargo CEO Charles Scharf said the bank’s business remained 'strong' despite the recent banking crises, while JPMorgan Chase’s wealth division boasted a YoY net income boost of 36%.