The Rise of Alternatives: How Retail Investors Are Finally Getting In
Wayne Gretzky once said, “I skate to where the puck is going, not where it has been.” The same mindset now applies to the world of investing. As global markets navigate inflation, rising interest rates, and public equity volatility, a growing segment of investors—both institutional and individual—are heading toward one direction: alternative investments. And unlike a decade ago, retail investors are no longer left on the sidelines. A $30 Trillion Opportunity That’s Just Getting Started The alternatives market has grown exponentially in recent years. According to Preqin, global alternative assets under management are expected to hit $29.2 trillion by 2029, ...
Why Multi-family is our (primary) focus in 2025 and beyond
In today’s uncertain economic environment, marked by fluctuating interest rates, market volatility, and ongoing affordability challenges, investors naturally seek stability and resilience. Amidst these ups and downs, we believe multi-family real estate emerges as a standout asset class, consistently demonstrating its value as a robust investment option. Current economic shifts have significantly widened the affordability gap between renting and homeownership—owning a home is now roughly 25% more expensive monthly than renting, the largest gap seen in 15 years. Coupled with tight lending standards, this trend continues to drive strong and sustained rental demand nationwide. Further supporting multi-family investments, new ...
The 60/40 portfolio is outdated
You may have seen in the press recently BlackRock Chairman & CEO, Larry Fink is challenging the 73 year old investing principle of the 60/40 portfolio. In fact in his 2025 annual letter to investors he says Diversification has been called the “only free lunch.” It was the motivating idea that led Nobel Prize-winning economists like Harry Markowitz and Bill Sharpe to develop Modern Portfolio Theory, which became the foundation for the standard portfolio of roughly 60% stocks and 40% bonds. Generations of investors have done well following this approach, owning a mix of the entire market rather than individual securities. ...
Understanding the 721 Exchange: How to Potentially Defer Taxes on your Real Estate
Understanding the 721 Exchange: How to Potentially Defer Taxes and Boost Your Real Estate Portfolio Please note this content is for informational purposes only. Please always consult your tax advisor. Many in the real estate world have heard about something called a "721 Exchange." It might sound complicated, but it's actually a straightforward and powerful strategy to possibly defer taxes for some while transitioning real estate holdings into a diversified and professionally managed portfolio. So, What Exactly is a 721 Exchange? Simply put, a 721 Exchange allows a property owner to contribute a property directly into a Real ...
Is BlackRock’s Recent Success Just a One-Time Occurrence or More Success for Private Equity is Anticipated?
The most recent reports on Blackstone's performance are attracting a lot of attention, and for good reason. A 149% yearly increase in fee-related annual performance revenues is impressive. When you add in the $41.3 billion in new private equity investments and the $352 billion in total private equity assets, it is clear that the private markets giant is having a great time. The question is whether this upturn is transitory or a sign that private equity and alternative investments are becoming mainstays for institutional and ultra-wealthy investors. Alternative Investments' Increasing Importance The use of alternative investment strategies - including real ...
The Role of Alternatives in 2025 and Beyond
A big thank you to Adam Gower Ph.D. and John Scavo for joining us at our Live LinkedIn event last week. The discussion was packed with great insights and valuable topics shared by our speakers on real estate and alternative investments. 🎥⬇️ https://vimeo.com/1050904513?share=copy
