Focus on Alternatives: John Isakson on analyzing a multifamily property John Isakson, chief capital officer of Preferred Apartment Communities, reviews the analysis considered for multifamily property investments, including evaluating a good market opportunity, metrics of the asset class to take into account, optimal holding periods, amenities and more. (04/2018)
Infrastructure Report: Brookfield acquisition creates new opportunities for individual investors Jeff Jorgensen, portfolio manager and the director of research on the energy infrastructure equities team for the Brookfield public securities group, discusses the company's recent acquisition of $4 billion (AUM) Houston-based Center Coast Capital Holdings, and the implications of the deal. (03/2018)
Shop Talk: ESG investing in commodities Did you know that gold is the only recyclable commodity? Or that central banks around the world are increasing their gold holdings? Or that gold investments circumvent many of the environmental and human rights issues that tend to be part-and-parcel of commodity investing? To explore these issues, Adam Strauss, co-CEO and portfolio manager at Appleseed Capital, joins us. (03/2018)
Focus on Alternatives: Michael Tamasco on alternatives & private credit Michael Tamasco discusses the evolution of alternative strategies being made available to the retail investor, where market opportunities are for private credit, the perceived opportunity of private equity versus private credit and more. (03/2018)
Focus on Alternatives: Aaron Rosen on illiquidity – Is there a premium? Aaron Rosen, co-portfolio manager with LCM Investment Management, discusses the illiquidity premium, including how it can be affected and the challenges to access it, the acceptable return for giving up liquidity, when illiquidity is beneficial over liquid investments and more. (03/2018)
Focus on Alternatives: Mike Huisman on big data & financial services Mike Huisman, director of software development with DST Systems, discusses how investment companies can use big data to market their products, how companies can integrate big data and gain insight from it, what type of data firms should be getting, and more. (03/2018)
Shop Talk: Raising property values through entitlements and permitting What are entitlements and special permits? How do they influence land values? What are the obstacles or pitfalls a land investor might face when entitling? Is it typical to face opposition during the process and, if so, from who or where? Bill Shopoff, CEO of Shopoff Realty Investments, has extensive experience with the process. He joins us to discuss. (03/2018)
Inside the Edition: Shannon Eusey, co-founder and CEO, Beacon Pointe Advisors This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Shannon Eusey, co-founder and CEO of Beacon Pointe Advisors. Eusey’s cover profile appears in the March 2018 edition of Real Assets Adviser. (03/2018)
Focus on Alternatives: Matt Sullivan on family office investing Matt Sullivan, vice president at Opal Financial Group, discusses the growth of family offices, how one makes the determination of what is best for its clients, which alternative investment asset classes family offices are most attracted to, and more. (03/2018)
In Focus: Jim Sullivan on the signals from the listed real estate market Jim Sullivan, president, advisory and consulting, at Green Street Advisors, discusses the reasons why all real estate investors should look to the public market for signals on operating fundamentals and valuations. (02/2018)
Focus on Alternatives: Chris Clement on the latest in renewable energy investing Chris Clement, partner with IronOak Energy, discusses the latest in the once-considered niche investment market of renewable energy, including investment myths, trends and investment opportunities the space has to offer. (02/2018)
Report from Latin America: Real estate investing opportunities in Brazil Why should investors be paying attention to Brazil at this juncture? What are the prime real estate investment plays in Brazil’s still-emerging economy? Our guest, Joseph Williams, founder and CEO of InDev Capital, makes the case. (02/2018)
Shop Talk: Revising the hedge fund space Hedge funds appear to be back in favor, having returned 10.5 percent during 2017, according to the Barclay Hedge Fund Index, and off to a good start for 2018. Michael Tiedemann — CEO, CIO and chairman of Tiedemann Wealth Management — joins us to discuss some of the changes he has witnessed since his father founded a still-operating hedge fund in 1980. (02/2018)
Focus on Alternatives: Charles Reiling on independent broker-dealer merger mania Charles Reiling, president of Coastal Equities, discusses the research behind the merger activity in the independent broker-dealer channel, including numerical data for large and small firms, what’s contributing to the activity, and how alternative investments fit into the picture. (02/2018)
Focus on Alternatives: Vali Nasr on RIA/BD mergers & technology Vali Nasr, CEO and founder of ClaraPHI Advisory Network, discusses the movement of RIAs throughout the industry, the strategy of business operations on a commission basis versus an advisory basis, why traditional brokers are buying advisory practices, the move by RIAs to join RIA networks, and more. (02/2018)
