4 min read
UPREITs: Keeping Real Estate Investments in Play
Asset managers know there’s more than one way to invest in real estate, and many of them manage multiple funds with different strategies and...
2 min read
How Broker-Dealers Are Staying on the Right Side of Reg BI
As more retail investors enter the market, regulators have moved to raise the broker-dealer standard of conduct beyond mere “suitability”...
2 min read
What Are NIGO Documents?
Investors new to alternative investments often balk at the overwhelming amount of paperwork and manual processes involved in completing an alts...
6 min read
From Early Adopters to the Mainstream: A Fintech Platform’s Evolution
The following interview with Altigo CEO Bill Robbins first appeared in the October 2022 issue of Real Assets Advisor. In this interview, Bill...
5 min read
Best the Competition with the Right Tech Stack
As the next generation of investors and advisors start to make waves in the world of finance, their expectations around the use of technology are...
5 min read
Technology Gains and a Growing Market Bring New Importance to Alts
The following interview with Altigo co-founder Mat Dellorso first appeared in the September 2022 issue of Real Assets Advisor. In this interview, Mat...
1 min read
Investors Expect Digital-First Solutions (But Not All RIAs Heed the Call)
Digital technology and the internet have forever changed the way we share information and network. From social media to a never-ending parade of...
3 min read
The Expanding Universe of Business Development Companies and their Real-World Investment Impacts
Tax-advantaged, non-traded business development companies (BDCs) are alternative investment funds designed to boost the economy while generating a...
1 min read
Opportunity Zone Funds: Could Changes Be on the Horizon?
A key incentive of the federal opportunity zone program may have expired, but qualified opportunity zone funds continue to offer considerable...