| | | | VOORNAAM,
Welcome to the broader world of alternative investments!
According to surveys fielded through WMIQ, the research arm of WealthManagement.com, advisors are increasing their use of alternative investments. A broad term, “alternatives” include not just private equity or hedge funds, but structured products, direct debt, infrastructure, even collectibles and cryptocurrency. This also includes investments in real estate beyond a client’s primary residence, made either directly, through publicly-traded and non-traded REITs, ETFs, mutual funds, interval funds, private placements and other vehicles.
To keep up with this trend, we are expanding our Wealth Management Real Estate news channel and newsletter. We’ll include a broader swath of investment options, asset managers and alternatives, as well as examples of how advisors and investment committees at wealth management firms are investing now—how they make their decisions, what platforms, investment structures and managers, they use, and how they report on the portfolios for their clients.
WHAT DOES IT MEAN FOR YOU? WMRE Memo (WealthManagement Real Estate) newsletter content will be incorporated into Investment Strategies e-Newsletter. Wednesday, December 20th will be the last issue of the WMRE memo.
WHAT DO YOU NEED TO DO? The good news is – no action is required of you!
You will automatically start receiving WealthManagement.com Investment Strategies e-Newsletter starting Tuesday, January 2nd.
You are also subscribed to receive the following WealthManagement.com Newsletters: Morning Memo Daily Memo If you do not wish to receive any of these newsletters, you may unsubscribe at any time. Scroll to the footer of any of the newsletters and click on Manage Subscriptions to update your preferences.
We hope you find our expanded content helpful.
As always, please do not hesitate to reach out with any questions or suggestions on how our industry coverage can serve you better.
Best regards, WealthManagement.com Editorial Team
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