WMRE Daily
 
WMRE Daily

DECEMBER 20, 2023

Top Stories

How One Private Real Estate Firm is Attempting to Court Financial Advisors

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.

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The Top 10 Interval Fund Raisers of 2023

The limited liquidity vehicle is becoming increasingly popular as a tool for individual investors looking for some exposure to private assets.

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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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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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Sponsored Content

The Dangers of Spreadsheet Managing Your CRE Debt Portfolio

How CRE borrowers navigate the risk of outdated debt management methods.

Sponsored by the Altus Group

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WMRE Wire

15 Midweek Must Reads for Real Estate Investors

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.

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