WMRE Daily
 
WMRE Daily

DECEMBER 13, 2023

Top Story

Does a REIT Rebound in November Portend a Strong 2024?

Publicly-traded REITs surged in November and the outlook for interest rates may situate the sector for steady growth.

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Analysis

Sequoia Financial: Capturing the Illiquidity Premium

Nick Zamparelli, CIO at Sequoia Financial Group, breaks down his asset allocation for the $15 billion RIA’s 50/50 model portfolio.

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Podcast

WMRE Common Area Replay: Exploring Tax-Advantaged Real Estate Options With Louis Rogers

In this final episode of the Common Area podcast, listen to a replay of David Bodamer's conversation with Capital Square's Louis Rogers about the tax benefits of certain real estate structures.

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Commentary

Wealth Management Real Estate’s Next Phase

We are pivoting to cover the wider world of alternatives and how wealth advisors are using these tools in client portfolios.

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The Broader World of Alternative Investments

Wealth Management Invest will cover how advisors are creating personalized portfolios at scale.

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Sponsored Content

Navigate the Risk of Outdated Debt Management Methods

Learn the dangers of spreadsheet managing your CRE debt portfolio.

Sponsored by the Altus Group

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WMRE Wire

14 Must Reads for Real Estate Investors

Alts firms that have historically catered to big investors and institutions, like KKR, Blackstone, Apollo and Ares, are all pursuing individual investors with new products, reports Forbes. The Wall Street Journal examined the tricky math involved in valuing private real estate funds. These are among the must reads from the real estate investment world.

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