CIM Group Principal Emily Vande Krol discusses the firm’s tactics for making inroads with RIAs and financial advisors and why it’s targeting the wealth channel.

Publicly-traded REITs surged in November and the outlook for interest rates may situate the sector for steady growth.

The vehicle, with a specialty in assisted living and memory care properties, aims to eventually be accessible to both accredited and non-accredited investors.

The research found more than 60% of advisors have at least some exposure to alternative investments and most expect usage to grow.

There are already ETFs in the market that invest in mortgage-backed securities. But the MTBA ETF focuses on recently issued ones.

The firm has been running a Reg D offering involving senior secured bridge real estate loans for the past eight years. Earlier this year, it decided to switch to an interval fund structure.

The latest Hodes Weill Real Estate Allocation Manager found that the most sophisticated institutions still invest in REITs alongside private placements and direct investments.