Insights

According to Stanger Investment Banking, non-traded REITs raised almost $12bn in 2019 and nearly $11bn in 2020. In 2021, Blackstone Group’s BREIT fund raised just short of $25bn. Real estate research firm Green Street estimates that, at the peak of fundraising in the fourth quarter of 2021,...

Here’s What Rising Rates Mean to Jeffrey “Bond King” Gundlach Renowned investor Jeffrey Gundlach, popularly known as the "Bond King" (Bill Gross isn’t the only one to have earned this title) and CEO of Doubleline Capital, recently shared his macro views during a talk attended by DDW. Overall, he...

Takeaway: In today's MLCD marketplace, where there is FDIC insurance, should you be offering MLCDs with lower caps? Summary: As one of our clients said at the end of a discussion like the one below: “If I'm comparing apples to apples, why take the bruised ones?” “Wash, Rinse, Repeat” has been the...

Summary: Even now, there was a lot of talk about Reg BI and what it really means. They reiterated that Reg BI needs to focus on costs, conflicts, reasonable available alternatives, commission vs advisory, account (type) opening recommendation, product recommendations...and that's not all of it. ...

The structured product market has been akin to riding a roller coaster over the past few years. Much of this wide ride has been attributed to the volatility of the market, and until early 2022 the fixed rate environment remained anemic. Prior to these higher interest rates, investors needed to...