A lesson in what the super-rich know about minimizing taxes and maximizing income Do you really know the difference between assets and liabilities? Do you know the three critical segments of a tax-efficient investment portfolio, based on how the nation’s richest people allocate their investment dollars? Tax attorney Toby Mathis, author of Infinity Investing, discusses the traps contained in the U.S. Tax Code and how investors can take advantage of U.S. tax law by engaging in the practices it has been designed to reward. (04/2021)
Author Spotlight: First woman to run a Wall Street hedge fund discusses intuitive investing Debra Diamond left a high-profile career on Wall Street to pursue a "life of purpose and spirituality” — as well as authorship. Her latest book, in progress, tackles intuitive investing. Diamond, who used to be regular CNBC commentator, joins the program to discuss her latest work. (03/2021)
The psychology behind maximizing adviser/client relationships What characteristics are possessed by the most successful financial advisers? Can those characteristics be learned, or is success largely hardwired into personalities? What does human behavior tell us about the mistakes investors commonly make while working with advisers? Our guest, Michael Liersch of Wells Fargo & Co., has built his career around the development and propagation of research-based methods for helping advisers and clients collaborate in the most productive ways possible around their money and investing decisions. (03/2021)
Real estate investing in the era of big data As McKinsey noted in one of its reports: Many real estate firms have long made decisions based on a combination of intuition and traditional, retrospective data. Today, a host of new variables make it possible to paint more vivid pictures of a location’s future risks and opportunities. And, one might add, the management of real estate portfolios. Joining the program to discuss how big data is being used in the real estate space today is Kurt Edwards, leader of the…
Jay Frank of Cantor Fitzgerald discusses qualified opportunity zones Jay Frank, COO at Cantor Fitzgerald Investment Management, speaks with Brooke Heffington, managing director at Real Assets Adviser, about the Qualified Opportunity Zone Program including the program's impact on communities, the tax benefits available, and a comparison between 1031 exchanges and Opportunity Zone investments. (03/2021) To learn more: https://irei.com/news/cantor-fitzgerald-solution-2019-2020-capital-gains/
An interview with Beth Bosworth, managing director of Lakeview Capital Partners This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Beth Bosworth, managing director of Lakeview Capital Partners. Bosworth’s cover profile appears in the March 2021 edition of Real Assets Adviser. (02/2021)
In Focus: David Guarino on the state of the data center sector amid COVID-19 David Guarino, research analyst for data center and cell tower REITs at Green Street, discusses the main drivers of data center demand in 2020, the role of the private sector in 2021, how investors can participate in this market, and more. (02/2021)
How investment houses are creating digital IDs to ensure compliance and prevent fraud Compliance measures ensuring you know the true identity of your customers and that they are not laundering ill-gotten gains requires a lot of documentation and creates a huge amount of friction and inefficiency, racking up costs at some firm as high as 18 percent of revenue. Today, though, new technologies are giving finance and investment firms the capability to put stronger compliance measures in place for far less cost. How so? Matthew Unger, founder and CEO of iComply explains. (02/2021)
Why DSTs are hot and how they benefit real estate investors The Delaware Statutory Trust has attracted the attention of major investment managers and have become more prevalent on investment product platforms. To explain the trend toward DSTs — including why they are attractive to an aging cohort of real estate owners and those seeking tax benefits — we welcome to the program Chay Lapin, senior vice president of Kay Properties & Investments. (02/2021)
Digital Infrastructure Update and Market Outlook (Jan 2021) Data centers and cell towers served as essential assets supporting our digital transformation throughout 2020. Brandon Hunt, Portfolio Manager at Strategic Capital Fund Management, shares his insights on market trends, tenants and what the future may hold for these dynamic real assets. (02/2021) Read Investing in cell towers: 5G is expected to take them to new heights by Jim Condon, president of SCFM, and download this free Digital Infrastructure Update Third Quarter 2020 report for these answers and more.