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Shop Talk: Ron Carson on changes at Carson Wealth

Ron Carson, founder and CEO of the Carson Group — which serves financial advisers and investors through its businesses Peak Advisor Alliance, Carson Institutional Alliance, and Carson Wealth — comes on the program to elaborate on the changes recently made at the Carson Group, including his decision to sever his 27-year-long association with LPL Financial, the nation’s largest broker/dealer, to join the Cetera Financial Group. Carson, who is also a member of the Real Assets Adviser editorial board, shares his…

In Focus: Kathryn Sweeney on senior housing

Kathryn Sweeney, co-founder, managing partner and chief investment officer at Blue Moon Capital Partners, discusses the demand and rationale for new supply and development in the senior housing market. (03/2017)

In Focus: Marc Weidner on emerging managers

Marc Weidner, managing director, Franklin Real Assets Advisors, discusses how emerging managers are faring in today's competitive environment, what investors look for and what are the keys to success for these emerging managers. (02/2017)

Shop Talk: A real estate strategy outlook for 2017

Given the current state of the real estate market, what investment strategy makes the most sense? Will overseas capital flow continue to benefit the United States? How much longer will the real estate cycles last? And what are the pros and cons of the policies articulated thus far by the Trump administration? Indy Karlekar, managing director of global research and strategy at Principal Real Estate Investors, joins us to discuss. (02/2017)

Shop Talk: The rationale for real assets

Ron Temple, managing director and co-head of multi-asset investing at Lazard Asset Management, joins us to discuss liquid investing in real assets at a time when the changing geopolitical landscape indicates inflation might be in the offing. (02/2017)

Shop Talk: Investment opportunities in Cuba

What makes Cuba uniquely attractive to U.S. investors? What are its major investment opportunities? Do the Cuban people have an entrepreneurial spirit after more than 50 years of socialism? What will it take for investors to succeed in Cuba? And what are the potential pitfalls? We ask Michael Andrews and Victor Hugo Rodriguez, two of the principals at Cuba Avanza Partners, a New York–based private equity firm focused on funding small- and medium-sized businesses in Cuba. (02/2017)

Inside the Edition: Maria Elena Lagomasino, CEO, WE Family Offices

This is a slightly edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Maria Elena Lagomasino, founder and CEO of WE Family Offices. Lagomasino's cover profile appears in the February 2017 edition of Real Assets Adviser. (01/2017)

Shop Talk: What real estate investors are favoring in 2017

Given a hypothetical $1 billion to invest in real estate, what allocations would you make? That is the question put to top-tier investors by the Real Confidence Executive Survey, produced by Altus Group in collaboration with the National Association of Real Estate Investment Trusts (NAREIT) and the National Council of Real Estate Investment Fiduciaries (NCREIF). Which property type dominated among survey respondents? Which posted the largest increase over the previous survey? And which property type was decidedly out of favor?…

Author Spotlight: Family offices and real estate investing

What is the average percentage of real estate holdings in a family office portfolio? What are the common mistakes made by family offices investing in real estate? What about examples of how real estate investing worked out in a big way for family offices? DJ Van Keuren, author of Real Estate Investing for Family Offices, joins us to discuss those and other questions pertinent to his book. (01/2017)

Inside the Edition: Micro-unit vs. family-unit apartments

What are the key differences between micro-unit and family-unit apartment complexes, and why are developers and investors so hot for the former rather than the latter? What do investors need to understand about affordable multifamily housing? What are the three key pieces of advice apartment investors and developers should take into account? We get answers to those questions and more from Daryl Carter, founder and CEO of Avanath Capital Management, and immediate past chairman of the National Multifamily Housing Council.…

Shop Talk: The sales imperative

Whether you are an investment manager, wealth adviser, accountant, lawyer, management consultant or a member of almost any profession, you are on the hook to produce sales. Yet, most people have almost no facility when it comes to sales. Fortunately, the ability to sell and present is a learnable skill, according to our guest, Patricia Fripp, who is past president of the National Speakers Association, and a person named “one of the 10 most electrifying speakers in North America” by…
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