Real Estate

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Estate Planning

The Delaware Statutory Trust Handoff The Delaware Statutory Trust Handoff

What an executor needs when a client dies holding a DST interest.

byCarl E. Sera,Managing Principal

Oct 28, 2026

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6 Min Read

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Investment Roundup: ACORE Capital Adds Wealth Division Investment Roundup: ACORE Capital Adds Wealth Division

byWealth Management Staff

Oct 22, 2026

4 Min Read

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Estate Planning

The Family Hotel Is Not Just Real Estate The Family Hotel Is Not Just Real Estate

byMarty McDaniel

Oct 14, 2026

6 Min Read

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Q&A: What the Spike in Treasuries Means for Real Estate Investing Higher Treasury Rates Exacerbate Public, Private RE Divergence

byDavid Bodamer

Oct 5, 2026

7 Min Read

Real Estate Investment and Market Growth Concept

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Beyond Property Management: Challenges & Solutions for Corporate Trustees Holding Real Estate Beyond Property Management: Challenges & Solutions for Corporate Trustees Holding Real Estate

Sep 30, 2026

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Alternative Investments

Q&A: REITs Posted Strong Q2 Fundamentals Q&A: REITs Posted Strong Q2 Fundamentals

byDavid Bodamer

Sep 8, 2026

6 Min Read

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10 Investment Must Reads for This Week (Sept. 8, 2026)

10 Investment Must Reads (Sept. 8, 2026)

byDavid Bodamer,Editorial Director

Blue Owl

Blue Owl Plans Creating Publicly Traded Data Center REIT

Blue Owl Plans Creating Publicly Traded Data Center REIT

byBailey Lipschultz,Preeti Singh

invesco office

Investing Strategies

Invesco Slashes Fees 20% to Get Property Fund Investors to Stop Pulling Cash

Invesco Slashes Fees 20% to Get Property Fund Investors to Stop Pulling Cash

opportunity zones empty lot

Developers, Advisors Position for Opportunity Zone 2.0 Investments

Opportunity Zone 2.0 Period Draws Near

byElaine Misonzhnik,Senior Editor, Investments

global investing

Q&A: REITs’ Strong 2026 Run Continued in July

Q&A: REITs’ Strong 2026 Run Continued in July

byDavid Bodamer,Editorial Director

New York City Manhtattan street

What Clients Should Know About NYC’s New Pied-à-Terre Tax

What Clients Should Know About NYC’s New Pied-à-Terre Tax

byElizabeth Martin,Eric Dorsch

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When a DST Actually Fits an RIA's Client

When a DST Actually Fits an RIA's Client

byCarl E. Sera,Managing Principal

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Alternative Investments

REITs Continue to Outperform the Broader Equity Market

REITs Continue to Outperform the Broader Equity Market

byDavid Bodamer,Editorial Director

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Investing Strategies

The HALO Rotation Is Here

The HALO Rotation Is Here

byRichard Schaupp,Managing Director and Portfolio Manager for CPREX

real estate investing

The Most Common Legal Pitfalls in 1031 Exchanges and How to Avoid Them

The Most Common Legal Pitfalls in 1031 Exchanges and How to Avoid Them

byAshley Stefan,National Counsel

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What Advisors Get Wrong About Real Estate Tax Deferral

What Advisors Get Wrong About Real Estate Tax Deferral

byAlan Stalcup,Founder and CEO

The Conversation That Could Save Real Estate Heirs Millions

The Conversation That Could Save Real Estate Heirs Millions

byDavid Cervantes,Senior Director of Marketing

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Your Client Is Buying a Business. Have They Considered Cost Segregation?

Your Client Is Buying a Business. Have They Considered Cost Segregation?

byAnthony Venette,Manager, Valuation Services

investing volatility

Q&A: Amid Market Volatility, Public REITs Have Outperformed YTD in 2026

Q&A: Public REITs Have Outperformed YTD in 2026

byDavid Bodamer,Editorial Director

Zephyr's Adjusted for Risk: Unlocking the Secrets to Profitable Farmland Investment Strategies

Unlocking the Secrets to Profitable Farmland Investment Strategies

Zephyr's Adjusted for Risk: Unlocking the Potential of Alternative Real Estate Investments

Unlocking the Potential of Alternative Real Estate Investments

byRyan Nauman,Market Strategist

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Estate Planning

Asset Protection Trust Can’t Shield Real Property in Other States

Asset Protection Trust Can’t Shield Real Property in Other States

byDavid A. Handler,Alison E. Lothes

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The Proximity Pivot

Edge Infrastructure Gains Ground in Digital Era

byNeel Khokhani

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Five Tips for Navigating the Generational Divide in Philanthropy

Five Tips for Navigating the Generational Divide in Philanthropy

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Alternative Investments

10 Investment Must Reads for This Week (March 24, 2026)

10 Investment Must Reads for This Week (March 24, 2026)

byWealth Management Staff

Wealth Management Invest Podcast Cohen & Steers Dan Noonan

Alternative Investments

Wealth Management Invest: Real Assets, Active ETFs and Real Estate with Dan Noonan

Wealth Management Invest: Cohen & Steers' Dan Noonan

byDavid Bodamer,Editorial Director

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Estate Planning

Prenups and Pre-Wedding Property Purchases

Prenups and Pre-Wedding Property Purchases

byJeanne Cotroneo Darrow,CEO

real estate investing markets

Q&A: Bolstered by Strong Fundamentals, REITs Close Gap with Broader Equities Market

Q&A: Bolstered by Strong Fundamentals, REITs Close Gap with Equities

byDavid Bodamer,Editorial Director

Zephyr's Adjusted for Risk: From Risk to Resilience - The Future of Real Estate and Insurance

From Risk to Resilience: The Future of Real Estate and Insurance

byRyan Nauman,Market Strategist

Invesco

Alternative Investments

Invesco Launches a CIT With Private Real Estate Exposure

Invesco Launches a CIT With Private Real Estate Exposure

byElaine Misonzhnik,Senior Editor, Investments

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AI, Art Valuation and the Question of Accountability

AI, Art Valuation and the Question of Accountability

byTobias Czudej

real estate market growth

Q&A: What Long-Term REIT Performance in Pension Plans Means for Investors

Q&A: Analyzing Long-Term REIT Performance in Pension Plans

byDavid Bodamer,Editorial Director

data center

As AI Fuels Taxable Windfalls, 1031 Exchanges Protect the Gains

As AI Fuels Taxable Windfalls, 1031 Exchanges Protect the Gains

byJonathan W. Hipp

Matt Fries Inland Real Estate Investment Corp.

Former Cetera Gatekeeper to Lead Real Estate Investment Shop

Former Cetera Gatekeeper to Lead Real Estate Investment Shop

byDiana Britton,Executive Editor