Recent

RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr

Oct 08, 2024

Adjusted for Risk: Increase Visibility, Credibility With the SEC's Marketing Rule

Oct 07, 2024

Information Overload May Dilute the Client Experience

Oct 07, 2024

How AI Could Revolutionize 401(k) Plans

Oct 07, 2024

Featured

Scenes from the 10th Annual WealthManagement.com Industry Awards

Sep 09, 2024

Fifteen of the Best Investment Books of All Time

Oct 16, 2023

How Well Do You Remember 2019?

Jan 03, 2023

The 20 Most Future-Ready Large Cities in the U.S.

Oct 24, 2023

David Bodamer

Editorial Director, WMRE

@davidbodamer [email protected] WMRE

David’s Recent activity

CAIS Launches New Alternative Investment Management Platform

Oct 24, 2023

The CAIS Solutions software-as-a-service platform allows advisors to manage all clients’ alternative investments, even those not sourced through CAIS’s marketplace.

Advisors, Asset Managers Bank on Alternative Investment Growth at CAIS Summit

Oct 18, 2023

Asset managers are increasingly rolling out products aimed at the wealth channel, but will advisors bite?

WMRE Common Area: Transforming Real Estate Investment Through Fintech Innovation With Ryan Williams

Oct 16, 2023

Cadre's CEO discusses how the firm uses predictive models and workflow tools to change the real estate investment experience.

Active Fund Managers Increased Allocations to Healthcare, Residential and Data Center REITs

Oct 12, 2023

Recent Nareit research looked at actively-managed real estate funds, REIT balance sheets and the state of ESG among publicly-traded real estate investors.

A New ETF Launches with a Focus on the Beleaguered Office Sector

Sep 25, 2023

The VanEck Office and Commercial REIT ETF is part of a trend of increased specialization among REIT ETFs.

A Look at CBRE Investment Management’s Push on Private Infrastructure

Sep 22, 2023

The investment management firm has been beefing up its staff to capitalize on an asset class with strong investor interest.

WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller

Sep 18, 2023

Forum Investment Group's Jay Miller describes how alt investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.

Where Nuveen Real Estate Sees Opportunities in Today’s Market

Sep 14, 2023

While historically Nuveen Real Estate has worked with institutional investors, it sees the retail investor channel as increasingly important going forward.

REITs Report Strong Balance Sheets During the Latest Quarterly Results

Sep 12, 2023

Publicly-traded REITs are largely relying on unsecured debt at fixed rates, avoiding some of the rancor caused by rising interest rates.

A Look at a New ETF Focused on Real Estate Debt

Sep 05, 2023

While most real estate ETFs are structured off equity, the AXS Real Estate Income ETF joins a smaller group of ETFs focused on real estate debt.

Load More
first
previous
…
4
5
6
7
8
9
10
11
12
…
next
last

Contact
Advertise
Legal Notices and Disclaimers
CCPA: Do not sell my personal info

Ad Choices
Sitemap
Content Licensing/Reprints

Privacy Policy
Cookie Policy
Terms of Use