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Jan 16, 2024
Listen in as Ian Sexsmith, CFA, Portfolio Manager and Senior Research Analyst, Parnassus Investments, and David Armstrong, Director of Editorial Strategy & Operations, WealthManagement.com, discuss the untapped potential in mid cap tech stocks and...
With healthy property fundamentals and a favorable interest rate environment, REIT fund managers expect the sector to deliver double digit returns this year.
A redesigned CAIA certification program for alternative investments highlights the need for advisors to approach the sector as a long-term, strategic play.
When the end of a monetary tightening cycle is near, real estate investment trusts outperform. All signs indicate positive returns will continue in 2024, argues Edward F. Pierzak, senior vice president of research for the National Association of...
As alternative investment options move beyond interval funds and ETFs in the coming year, advisors will need to grapple with whether to use them.
A new JPMorgan report recommends a 25% position in alternative investments. Propmodo looks at progress in Opportunity Zone investments over the past six years. These are among today’s must reads from around the commercial real estate industry.
CIM Group Principal Emily Vande Krol discusses the firm’s tactics for making inroads with RIAs and financial advisors and why it’s targeting the wealth channel.