Net lease properties remain an attractive investment for those seeking predictable returns, according to industry leaders. While some question if high investor demand could lead to an overheated market, experts believe the sector will remain stable given targeted acquisition strategies and diverse property types and locations. Leaders from Equity Global Management, Iridium Capital, United Trust Fund and Paragon Real Estate expect continued investor appetite and transaction volume, especially for well-located assets with investment-grade tenants and long-term leases.
DAO Maker is building the go-to platform for retail venture investing in equity and tokens.
Providing low-risk participation frameworks is essential to reach global retail in venture capital, as most retail investors cannot afford to risk large portions of their money. By providing an opportunity to everyday people to safely grow their own capital, we aim to improve the quality of millions of lives while simultaneously enabling a new funding source to innovation worldwide.
Over the past 2 years, DAO Maker has grown one of the largest ecosystems of quality retail investors; in just 2020, our platform has signed on more than 75,000 retail users interested in early-stage ventures. At the same time, we have been building a suite of services to attract high-quality startups to join the ecosystem and be accelerated in a decentralized, safe, and autonomous environment. Some of the industry’s most notable developments currently use the technology solutions provided within our startup growth toolkit. To date, the demand for the products has well exceeded our ability to manage onboarding flow, which is why we are currently working on permissionless, self-managed versions of our technology products.
DAO Maker’s track record has defied market cycles. We have worked with projects to design solutions to raise capital in bear markets, supported enterprise blockchains to generate new product portfolios for growth, and created technology solutions that expand community empowerment in tokenized developments. Our consulting and technology services’ revenue has been funneled to our primary goal: creating a globally compliant fundraising platform for both crowd equity and tokens.
Our approach to a fundraising platform is distinct from other platforms that target venture funding. We don’t just connect retail venture funds to startups in need of capital.
Instead, we create a platform that incorporates pluggable solutions to the problems early-stage ventures face after fundraising, alongside creating venture investment structures that make participation far safer for retail.
DAO Maker is on track to change the way personal finance works by breaking its boundaries. While retail or household portfolios have made record participation into the equity market, encouraged by a global desire for individuals to seek financial independence by putting their money to work, retail involvement in venture funding is bleak.
Retail makes up less than 1% of the annual $300B venture capital market, even though early-stage investments are the leading wealth generator, as growth prospects are becoming increasingly limited by the time new companies listed on the market.
What is a Business Development Company (BDC)dcalaway
The document discusses ABC Corporation becoming a Business Development Company (BDC) to fund future growth. It provides an overview of what a BDC is, the benefits to investors and portfolio companies, how BDC's invest and are regulated, tax treatment, valuation of assets, management structures, and industry trends. Recent trends show the BDC model has proven resilient with dividend payments resuming and stock prices increasing for many companies.
The document summarizes the 2nd Annual Cyber Security Finance Forum taking place on October 15-16, 2012 in Washington, DC. The forum will bring together industry leaders, advisers, and investors to discuss opportunities and challenges in the cyber security sector. It will include expert panels, company presentations, and networking sessions focused on topics like market trends, government priorities, mergers and acquisitions, and how private companies can work with the government. Attendees will include corporate executives, investors, government officials, and services providers. The event aims to help participants gain access to decision-makers, hear the latest solutions, and build business partnerships. Sponsorship opportunities are available to promote companies and products.
Deal market digest issue 84_21 february 2013CAR FOR YOU
This weekly digest from Dealmarket summarizes recent news and trends in the private equity industry:
1) A study found that private equity deals from 2006-2008 significantly outperformed stock markets during the financial crisis.
2) A survey found that institutional investors are more positive about investing in IPOs and pre-IPO stocks in 2013 compared to recent years.
3) Canada had a record year for private equity activity in 2012, driven by mega-deals totaling over $11 billion Canadian dollars.
Trends in real estate syndication; transparency due to crowdfunding for real estate; market rates for direct, private real estate investing; what is a Reg D 506 transaction
Homeland Security Finance Forum 2011 Brochurenelsonrs
The document summarizes an upcoming event called the Homeland Security Finance Forum 2011 that will take place on March 29, 2011 in Washington DC. The forum is intended to bring together companies seeking funding in the homeland security sector with qualified investors. It will include 20 company presentations, panel discussions on raising capital and M&A, and networking opportunities. Sponsorship opportunities are available for the event.
- Private investment counsel, which provides personalized portfolio management services, was traditionally only accessible to investors with portfolios over $1 million. However, declining costs of technology and the rise of ETFs have allowed some firms to lower their minimums to as little as $100,000. This has democratized access to private investment counsel services.
- While still not widespread, some brokerages and independent advisers are now serving clients below $500,000. Technology has significantly reduced the back-office costs required to manage smaller portfolios. ETFs also allow effective diversification with fewer holdings.
- Private investment counsel provides a personalized approach with a dedicated portfolio manager, unlike mutual funds where investors don't interact with the
WaveCrest Capital Partners LLC is a real estate investment company formed by Douglas Kotelly and Mark Baranski to make equity investments in apartment acquisitions across the US. They raise funds through their investment platform, the WaveCrest Opportunity Fund, to purchase "Class A-/B+/B" rental properties in targeted cities at below market value. They plan to hold the properties 3-4 years and sell when markets have improved to provide returns to accredited investors. WaveCrest focuses on cities with job and population growth where owners need to sell due to lack of financing.
DAO Maker is building the go-to platform for retail venture investing in equity and tokens.
Providing low-risk participation frameworks is essential to reach global retail in venture capital, as most retail investors cannot afford to risk large portions of their money. By providing an opportunity to everyday people to safely grow their own capital, we aim to improve the quality of millions of lives while simultaneously enabling a new funding source to innovation worldwide.
Over the past 2 years, DAO Maker has grown one of the largest ecosystems of quality retail investors; in just 2020, our platform has signed on more than 75,000 retail users interested in early-stage ventures. At the same time, we have been building a suite of services to attract high-quality startups to join the ecosystem and be accelerated in a decentralized, safe, and autonomous environment. Some of the industry’s most notable developments currently use the technology solutions provided within our startup growth toolkit. To date, the demand for the products has well exceeded our ability to manage onboarding flow, which is why we are currently working on permissionless, self-managed versions of our technology products.
DAO Maker’s track record has defied market cycles. We have worked with projects to design solutions to raise capital in bear markets, supported enterprise blockchains to generate new product portfolios for growth, and created technology solutions that expand community empowerment in tokenized developments. Our consulting and technology services’ revenue has been funneled to our primary goal: creating a globally compliant fundraising platform for both crowd equity and tokens.
Our approach to a fundraising platform is distinct from other platforms that target venture funding. We don’t just connect retail venture funds to startups in need of capital.
Instead, we create a platform that incorporates pluggable solutions to the problems early-stage ventures face after fundraising, alongside creating venture investment structures that make participation far safer for retail.
DAO Maker is on track to change the way personal finance works by breaking its boundaries. While retail or household portfolios have made record participation into the equity market, encouraged by a global desire for individuals to seek financial independence by putting their money to work, retail involvement in venture funding is bleak.
Retail makes up less than 1% of the annual $300B venture capital market, even though early-stage investments are the leading wealth generator, as growth prospects are becoming increasingly limited by the time new companies listed on the market.
What is a Business Development Company (BDC)dcalaway
The document discusses ABC Corporation becoming a Business Development Company (BDC) to fund future growth. It provides an overview of what a BDC is, the benefits to investors and portfolio companies, how BDC's invest and are regulated, tax treatment, valuation of assets, management structures, and industry trends. Recent trends show the BDC model has proven resilient with dividend payments resuming and stock prices increasing for many companies.
The document summarizes the 2nd Annual Cyber Security Finance Forum taking place on October 15-16, 2012 in Washington, DC. The forum will bring together industry leaders, advisers, and investors to discuss opportunities and challenges in the cyber security sector. It will include expert panels, company presentations, and networking sessions focused on topics like market trends, government priorities, mergers and acquisitions, and how private companies can work with the government. Attendees will include corporate executives, investors, government officials, and services providers. The event aims to help participants gain access to decision-makers, hear the latest solutions, and build business partnerships. Sponsorship opportunities are available to promote companies and products.
Deal market digest issue 84_21 february 2013CAR FOR YOU
This weekly digest from Dealmarket summarizes recent news and trends in the private equity industry:
1) A study found that private equity deals from 2006-2008 significantly outperformed stock markets during the financial crisis.
2) A survey found that institutional investors are more positive about investing in IPOs and pre-IPO stocks in 2013 compared to recent years.
3) Canada had a record year for private equity activity in 2012, driven by mega-deals totaling over $11 billion Canadian dollars.
Trends in real estate syndication; transparency due to crowdfunding for real estate; market rates for direct, private real estate investing; what is a Reg D 506 transaction
Homeland Security Finance Forum 2011 Brochurenelsonrs
The document summarizes an upcoming event called the Homeland Security Finance Forum 2011 that will take place on March 29, 2011 in Washington DC. The forum is intended to bring together companies seeking funding in the homeland security sector with qualified investors. It will include 20 company presentations, panel discussions on raising capital and M&A, and networking opportunities. Sponsorship opportunities are available for the event.
- Private investment counsel, which provides personalized portfolio management services, was traditionally only accessible to investors with portfolios over $1 million. However, declining costs of technology and the rise of ETFs have allowed some firms to lower their minimums to as little as $100,000. This has democratized access to private investment counsel services.
- While still not widespread, some brokerages and independent advisers are now serving clients below $500,000. Technology has significantly reduced the back-office costs required to manage smaller portfolios. ETFs also allow effective diversification with fewer holdings.
- Private investment counsel provides a personalized approach with a dedicated portfolio manager, unlike mutual funds where investors don't interact with the
WaveCrest Capital Partners LLC is a real estate investment company formed by Douglas Kotelly and Mark Baranski to make equity investments in apartment acquisitions across the US. They raise funds through their investment platform, the WaveCrest Opportunity Fund, to purchase "Class A-/B+/B" rental properties in targeted cities at below market value. They plan to hold the properties 3-4 years and sell when markets have improved to provide returns to accredited investors. WaveCrest focuses on cities with job and population growth where owners need to sell due to lack of financing.
This document provides a summary of private equity deal activity in the information technology industry in Q4 2011. It notes that the IT industry saw 169 deals totaling $20.27 billion for the year so far. While Q3 saw a slowdown, the full year is still on track to be the best since the financial crisis. Private equity investment has been shifting towards established software companies, with the software sector receiving the most deals and capital. The median deal size hit almost $200 million, reflecting a preference for larger, more established middle-market companies.
The document discusses lending opportunities for borrowing against shares and share portfolios. Due to difficult lending conditions from banks, hedge funds have entered the market and are providing loans secured against shares, with loan-to-value ratios of up to 80%. The loans can be used for any purpose and range from £100,000 to £1 billion with fast approval and funding. Borrowers must pledge qualifying shares listed on a major exchange and held free of restrictions in a separate custodial account.
Defi insurance platform development companyAmniAugustine
Brugu - Being a Leading DeFi Development Company in India, We offer end-to-end Decentralized Finance Development Services on DeFi Insurance, DeFi Lending and Borrowing, DeFi Yield Farming, DeFi Decentralized Exchange, DeFi Wallet, DeFi Smart Contract Development, DeFi Staking, DeFi DApp Development, DeFi Tokens Development, and many DeFi custom services.
The document discusses leveraging intellectual property through capital markets by using IP as collateral for financing. Specifically, it outlines how IP owners can unlock value from their patents, trademarks, and other IP by securing loans using royalty income streams from licensed IP as collateral. This provides benefits like transferring risk, increasing returns through leverage, and accessing capital without equity dilution. The document describes the process, noting that lenders primarily focus on cash flow assets with consistent royalty streams from creditworthy licensees. It also discusses setting up separate entities to hold the IP and manage royalty escrow accounts to structure these transactions.
Decentralized finance (DeFi) aims to replace traditional centralized financial institutions with peer-to-peer systems using smart contracts on blockchain. Some key aspects of DeFi include providing banking services through stablecoins, peer-to-peer lending and borrowing through protocols like Compound and Maker, and tokenization of real-world assets allowing them to be traded on blockchain. DeFi has grown rapidly and currently provides services including monetary banking, lending and borrowing, and decentralized exchanges.
Asset Class Spring/Summer Collection 2013Redington
This document discusses how pension funds and insurance companies need to access innovative investment ideas in order to meet their funding goals in the current challenging financial environment. The author's investment consultants identify the best ideas in the market, help develop them for clients' needs, and deliver them to clients. The publication, called Asset Class, aims to provide clients with the latest cutting-edge investment strategies and ideas being used or considered by other pension funds and insurance companies. It is organized according to the "7 Steps to Full Funding" framework to help clients make intelligent investment decisions and achieve strong results.
This document discusses real estate investment opportunities in Dubai. It reports that Dubai offers average annual real estate yields of 7%, which is higher than yields in other major international markets. While luxury home sales have slowed, demand for affordable rental properties remains high. The document examines yields from various property types and locations in Dubai, finding that affordable housing and up-and-coming areas offer the highest yields, ranging from 7-13%. Experts advise that while guaranteed returns may seem attractive, investors should consider factors like potential rent changes after the guarantee expires and actual market yields. Overall, Dubai continues to attract real estate investors due to factors like security, tax benefits, and expectations of high risk-adjusted returns.
This document provides an overview of decentralized finance (DeFi). It defines DeFi as blockchain-based decentralized applications for financial services that generally replace traditional intermediaries. DeFi aims to reconstruct financial services using distributed ledger technology, digital assets, and smart contracts. The document outlines four key characteristics of DeFi: 1) it provides financial services/products, 2) operates with minimized trust in intermediaries through settlement on blockchain, 3) has a non-custodial design, and 4) has a programmable, open, and composable architecture. It also notes that the degree to which projects exhibit these characteristics can vary and change over time.
The robo-advisor (RA) industry is changing at lightning speed. Find out what’s in store for this emerging technology from leading investment experts. There’s plenty more to come, from greater artificial intelligence to a new suite of robo-investment products. Six experts in the field of robo-advisory came together to delve into the trends and drivers that are defining the space.
The document describes the services of MDB Capital Group, an investment banking firm focused on maximizing the value of disruptive technology companies. MDB takes an end-to-end approach, from evaluating disruptive technologies to supporting companies post-transaction. Key services include developing leadership positions and business/IP strategies, completing financing transactions, and providing post-financing support through research, trading, and marketing. MDB aims to help companies achieve $1 billion valuations by leveraging cross-functional teams across public venture banking, IP development, and capital markets.
We deliver leased/purchased Bank Guarantee & Standby Letter of Credit , fresh cut issuance by Barclays Bank UK, Royal Bank of Scotland to Organisations or individuals with their preferred text verbiage approved by your bank as a standard ICC formats (Appendix A) and its Unconditionally Transferable, Assignable, Callable and Authentication Verifiable bank to bank. Our terms and procedures are so flexible and workable by RWA clients who can use our instrument for viable business transactions, i.e., cash back facilities, Credit enhancement, PPP and project funding, real estate, construction etc.
Islamic Finance A Shariah Account on the Aviation Sector orchaviolet
From the perspective of the shariah scholar, our view reflects our role to safeguard the poor and protect the middle class. We represent economic inclusion and equality in wealth redistribution. Through the view of Islamic Finance and what it stands for, contracts and deals are structured to tap onto the growing Islamic financing market. In particular, the aspect of arbitraging, which is an inevitable feature of secular financial instruments
At CoinShares, we believe it's critical to define, analyze, and disseminate data to tell the story of why this industry matters and how it might impact industries, markets, and the broader world.
As investors, we take this one step further and use this data, our insights, and our expertise to identify who, where, and when this change might happen.
This report describes the macro environment, trends, and companies that are driving the space, and provides an outlook for the broader crypto ecosystem.
SORTIS Group is a Bulgarian financial services firm that provides investment banking, real estate investment management, credit and leasing advisory, and hospitality asset management services. The company has extensive networks of investment funds, strategic investors, and financing institutions to source and structure investment opportunities for its clients. SORTIS Group consists of several subsidiary companies that specialize in different areas of financial services.
Crisil fund services-wealth-mgmnt-feb11Radhika Khant
- The document discusses the growing mass affluent segment in India and the need for a new paradigm in wealth management to serve this segment.
- The mass affluent segment lacks organized wealth management services to help them achieve financial goals like education, marriage, retirement.
- A new model is needed that involves partnerships between independent financial advisors (IFAs) who understand retail investors, and large institutions that provide infrastructure, research and products. This could provide a cost-effective and trusted platform for wealth management for the mass affluent.
DeFi's dependency on the U.S. banking systemTim Swanson
First presented on June 22, 2021 at SORA Economic Forum. Discusses collateral-backed "stablecoins" that rely on the U.S. financial system. See also Daistats.com for up-to-date charts.
1) SORTIS Real Estate identifies opportunities to invest in distressed real estate projects in Bulgaria arising from the global credit crunch.
2) The construction and real estate sectors have been badly hit, with announced mega projects put on hold.
3) Many players in the property market are experiencing some form of distress currently. However, this distress provides opportunities to invest in projects from players exiting the market or needing financing to complete projects.
Sale-leasebacks also supported overall growth, stockpiling equity and restructuring existing debt. Fortune 500 companies sold regional and national headquarters. Industrial conglomerates sold large distribution centers and portfolios of assets, respectively. Municipalities sought to lower deficits and balance budgets with government service assets by heading to the sale leaseback table.
1) Real estate has long been an established investment class, providing returns from rental income and capital appreciation. However, it is not a liquid investment and requires careful timing to generate returns.
2) The article analyzes various indicators to determine if real estate is a wise investment currently, such as price-to-rent ratios, global real estate trends, and mortgage default rates.
3) While real estate prices often rebound after banking crises, on average it takes 6 years for full recovery. For long-term investors, real estate can still generate positive returns despite short-term volatility.
This survey collected data from 194 commercial real estate owners and managers regarding investments in secondary and tertiary markets. Key findings include:
- 44% of respondents expect to make additional investments in non-core markets in 2011, seeing them as offering the best development opportunities.
- Nearly half of respondents plan to upgrade existing properties in these markets, while 40% plan to increase rents in 2011.
- Average cap rates seen in non-core markets range from 8-12.5%, offering higher yields than core markets.
- The strength of the local economy and availability of financing were the most important factors for considering investments in secondary/tertierary markets.
The multifamily real estate sector is famous for having outperformed other sectors in the market, especially during the global economic downturn that began in 2007. With fears of another recession on the horizon, this white paper aims to educate readers on the portfolio stability, tax advantages, and passive income benefits which investing in non-traded REITs can bring to investors at any level of their investing careers.
This paper will additionally share economic data and future market predictions from the leading analysts and data houses in the multifamily housing market.
This document provides a summary of private equity deal activity in the information technology industry in Q4 2011. It notes that the IT industry saw 169 deals totaling $20.27 billion for the year so far. While Q3 saw a slowdown, the full year is still on track to be the best since the financial crisis. Private equity investment has been shifting towards established software companies, with the software sector receiving the most deals and capital. The median deal size hit almost $200 million, reflecting a preference for larger, more established middle-market companies.
The document discusses lending opportunities for borrowing against shares and share portfolios. Due to difficult lending conditions from banks, hedge funds have entered the market and are providing loans secured against shares, with loan-to-value ratios of up to 80%. The loans can be used for any purpose and range from £100,000 to £1 billion with fast approval and funding. Borrowers must pledge qualifying shares listed on a major exchange and held free of restrictions in a separate custodial account.
Defi insurance platform development companyAmniAugustine
Brugu - Being a Leading DeFi Development Company in India, We offer end-to-end Decentralized Finance Development Services on DeFi Insurance, DeFi Lending and Borrowing, DeFi Yield Farming, DeFi Decentralized Exchange, DeFi Wallet, DeFi Smart Contract Development, DeFi Staking, DeFi DApp Development, DeFi Tokens Development, and many DeFi custom services.
The document discusses leveraging intellectual property through capital markets by using IP as collateral for financing. Specifically, it outlines how IP owners can unlock value from their patents, trademarks, and other IP by securing loans using royalty income streams from licensed IP as collateral. This provides benefits like transferring risk, increasing returns through leverage, and accessing capital without equity dilution. The document describes the process, noting that lenders primarily focus on cash flow assets with consistent royalty streams from creditworthy licensees. It also discusses setting up separate entities to hold the IP and manage royalty escrow accounts to structure these transactions.
Decentralized finance (DeFi) aims to replace traditional centralized financial institutions with peer-to-peer systems using smart contracts on blockchain. Some key aspects of DeFi include providing banking services through stablecoins, peer-to-peer lending and borrowing through protocols like Compound and Maker, and tokenization of real-world assets allowing them to be traded on blockchain. DeFi has grown rapidly and currently provides services including monetary banking, lending and borrowing, and decentralized exchanges.
Asset Class Spring/Summer Collection 2013Redington
This document discusses how pension funds and insurance companies need to access innovative investment ideas in order to meet their funding goals in the current challenging financial environment. The author's investment consultants identify the best ideas in the market, help develop them for clients' needs, and deliver them to clients. The publication, called Asset Class, aims to provide clients with the latest cutting-edge investment strategies and ideas being used or considered by other pension funds and insurance companies. It is organized according to the "7 Steps to Full Funding" framework to help clients make intelligent investment decisions and achieve strong results.
This document discusses real estate investment opportunities in Dubai. It reports that Dubai offers average annual real estate yields of 7%, which is higher than yields in other major international markets. While luxury home sales have slowed, demand for affordable rental properties remains high. The document examines yields from various property types and locations in Dubai, finding that affordable housing and up-and-coming areas offer the highest yields, ranging from 7-13%. Experts advise that while guaranteed returns may seem attractive, investors should consider factors like potential rent changes after the guarantee expires and actual market yields. Overall, Dubai continues to attract real estate investors due to factors like security, tax benefits, and expectations of high risk-adjusted returns.
This document provides an overview of decentralized finance (DeFi). It defines DeFi as blockchain-based decentralized applications for financial services that generally replace traditional intermediaries. DeFi aims to reconstruct financial services using distributed ledger technology, digital assets, and smart contracts. The document outlines four key characteristics of DeFi: 1) it provides financial services/products, 2) operates with minimized trust in intermediaries through settlement on blockchain, 3) has a non-custodial design, and 4) has a programmable, open, and composable architecture. It also notes that the degree to which projects exhibit these characteristics can vary and change over time.
The robo-advisor (RA) industry is changing at lightning speed. Find out what’s in store for this emerging technology from leading investment experts. There’s plenty more to come, from greater artificial intelligence to a new suite of robo-investment products. Six experts in the field of robo-advisory came together to delve into the trends and drivers that are defining the space.
The document describes the services of MDB Capital Group, an investment banking firm focused on maximizing the value of disruptive technology companies. MDB takes an end-to-end approach, from evaluating disruptive technologies to supporting companies post-transaction. Key services include developing leadership positions and business/IP strategies, completing financing transactions, and providing post-financing support through research, trading, and marketing. MDB aims to help companies achieve $1 billion valuations by leveraging cross-functional teams across public venture banking, IP development, and capital markets.
We deliver leased/purchased Bank Guarantee & Standby Letter of Credit , fresh cut issuance by Barclays Bank UK, Royal Bank of Scotland to Organisations or individuals with their preferred text verbiage approved by your bank as a standard ICC formats (Appendix A) and its Unconditionally Transferable, Assignable, Callable and Authentication Verifiable bank to bank. Our terms and procedures are so flexible and workable by RWA clients who can use our instrument for viable business transactions, i.e., cash back facilities, Credit enhancement, PPP and project funding, real estate, construction etc.
Islamic Finance A Shariah Account on the Aviation Sector orchaviolet
From the perspective of the shariah scholar, our view reflects our role to safeguard the poor and protect the middle class. We represent economic inclusion and equality in wealth redistribution. Through the view of Islamic Finance and what it stands for, contracts and deals are structured to tap onto the growing Islamic financing market. In particular, the aspect of arbitraging, which is an inevitable feature of secular financial instruments
At CoinShares, we believe it's critical to define, analyze, and disseminate data to tell the story of why this industry matters and how it might impact industries, markets, and the broader world.
As investors, we take this one step further and use this data, our insights, and our expertise to identify who, where, and when this change might happen.
This report describes the macro environment, trends, and companies that are driving the space, and provides an outlook for the broader crypto ecosystem.
SORTIS Group is a Bulgarian financial services firm that provides investment banking, real estate investment management, credit and leasing advisory, and hospitality asset management services. The company has extensive networks of investment funds, strategic investors, and financing institutions to source and structure investment opportunities for its clients. SORTIS Group consists of several subsidiary companies that specialize in different areas of financial services.
Crisil fund services-wealth-mgmnt-feb11Radhika Khant
- The document discusses the growing mass affluent segment in India and the need for a new paradigm in wealth management to serve this segment.
- The mass affluent segment lacks organized wealth management services to help them achieve financial goals like education, marriage, retirement.
- A new model is needed that involves partnerships between independent financial advisors (IFAs) who understand retail investors, and large institutions that provide infrastructure, research and products. This could provide a cost-effective and trusted platform for wealth management for the mass affluent.
DeFi's dependency on the U.S. banking systemTim Swanson
First presented on June 22, 2021 at SORA Economic Forum. Discusses collateral-backed "stablecoins" that rely on the U.S. financial system. See also Daistats.com for up-to-date charts.
1) SORTIS Real Estate identifies opportunities to invest in distressed real estate projects in Bulgaria arising from the global credit crunch.
2) The construction and real estate sectors have been badly hit, with announced mega projects put on hold.
3) Many players in the property market are experiencing some form of distress currently. However, this distress provides opportunities to invest in projects from players exiting the market or needing financing to complete projects.
Sale-leasebacks also supported overall growth, stockpiling equity and restructuring existing debt. Fortune 500 companies sold regional and national headquarters. Industrial conglomerates sold large distribution centers and portfolios of assets, respectively. Municipalities sought to lower deficits and balance budgets with government service assets by heading to the sale leaseback table.
1) Real estate has long been an established investment class, providing returns from rental income and capital appreciation. However, it is not a liquid investment and requires careful timing to generate returns.
2) The article analyzes various indicators to determine if real estate is a wise investment currently, such as price-to-rent ratios, global real estate trends, and mortgage default rates.
3) While real estate prices often rebound after banking crises, on average it takes 6 years for full recovery. For long-term investors, real estate can still generate positive returns despite short-term volatility.
This survey collected data from 194 commercial real estate owners and managers regarding investments in secondary and tertiary markets. Key findings include:
- 44% of respondents expect to make additional investments in non-core markets in 2011, seeing them as offering the best development opportunities.
- Nearly half of respondents plan to upgrade existing properties in these markets, while 40% plan to increase rents in 2011.
- Average cap rates seen in non-core markets range from 8-12.5%, offering higher yields than core markets.
- The strength of the local economy and availability of financing were the most important factors for considering investments in secondary/tertierary markets.
The multifamily real estate sector is famous for having outperformed other sectors in the market, especially during the global economic downturn that began in 2007. With fears of another recession on the horizon, this white paper aims to educate readers on the portfolio stability, tax advantages, and passive income benefits which investing in non-traded REITs can bring to investors at any level of their investing careers.
This paper will additionally share economic data and future market predictions from the leading analysts and data houses in the multifamily housing market.
NorthStar Realty Finance is a commercial real estate finance company with $6.8 billion of assets under management across three business lines: commercial real estate lending, real estate securities investment/management, and net leased corporate/healthcare properties. The company has a seasoned management team with extensive experience and a focus on credit risk management. Key highlights include a strong liquidity position, minimal near-term debt maturities, and consistent dividend payments since going public. NorthStar's priorities are liquidity/capital retention, intensive credit monitoring, capital raising through alternative sources, and opportunistic investments.
NorthStar Realty Finance is a commercial real estate finance company with three primary business lines: commercial real estate lending, real estate securities investment and management, and net leased corporate and healthcare properties. It has $6.8 billion of commercial real estate loans, securities, and properties under management. NorthStar focuses on senior loans, direct origination, and long-term capital raising. It has a seasoned management team with extensive experience and a strong credit track record through economic cycles. NorthStar prioritizes liquidity management, capital retention, and intensive credit risk management during the difficult market environment.
In uncertain economic periods, investors often tilt their asset allocation and portfolio decisions towards defensive assets that are underpinned by well-secured income. Industrial and logistics property generates most of its reward through its income return, and may be considered as having bond-type investment characteristics, as well as a favourable performance history. This paper by CBRE and Mercer uses actuarial industrial and logistics, and advocates a greater role for the sector in institutional portfolios.
This document analyzes the residential development business in China using Michael Porter's Five Forces model. It examines the intensity of industry rivalry (neutral to favorable), threat of new entrants (neutral to unfavorable), threat of substitutes (favorable for end use, neutral for investment), bargaining power of suppliers (favorable), and bargaining power of buyers (neutral). Key factors discussed include barriers to entry, differentiation of developers' products, availability of substitutes, developers' relationships with suppliers and power in negotiations, and how buyers' power fluctuates depending on the property cycle stage.
There are two types of real estate developers in Lebanon: highly organized, institutionalized developers undertaking large-scale, upper-end market projects, and traditional construction companies focused on middle- to low-income housing. For decades, institutionalized developers were absent from the local real estate market. Today, with land prices more than quadrupling over the past five years, an average real estate development of 5,000 square meters requires up to a $100 million investment, meaning small- and medium-sized developers are mostly priced out of the market. The entry of international investors and institutionalized developers has reshaped the local real estate industry, bringing more stability and professionalism but also dividing the market between luxury and affordable housing.
The document discusses several options for micro-investing in residential property with small amounts of money, including co-investing with friends, using the equity in a family home as security to purchase an investment property, fractional property funds that allow investment in individual properties for as little as $100, listed property stocks and ETFs on the stock market, and contributory secured first mortgages that provide high yields with low risk. It notes both benefits and risks for each option, such as lower costs and diversification benefits but also less control and liquidity than owning a whole property.
Net lease real estate has become a popular asset class due to attractive yields that exceed bonds and stocks, stable income from long-term leases, and potential for appreciation. However, not all net lease strategies are equal. To maximize returns, investors should seek high-quality assets with long lease terms to investment-grade tenants in desirable industries, and align with managers focusing on credit quality, asset quality, and long investment horizons. Prioritizing these components can provide stable income, inflation protection, and total returns exceeding fixed income over the long run.
The document provides an overview of commercial real estate yields across various Australian markets in September 2011. In Sydney, yields range significantly between larger shopping centers and smaller retail strips, from 5-7% in prime locations to as high as 11% in lower quality areas. Some traditionally favored Sydney locations have fallen out of favor with both consumers and retailers. In Canberra, a stable public sector has supported a stable economy, but changing consumer preferences have created a two-tier retail market and shift in demand away from some local centers toward larger town centers. Retail yields indicate the level of investment risk across different property types and locations.
This document provides an introduction to real estate investing. It discusses both the advantages and disadvantages of real estate as an investment option. Some key points:
- Real estate can provide potentially high returns but is generally illiquid compared to other assets. It also has high investment thresholds.
- When purchasing properties, investors must consider maintenance costs, property taxes, security, and carefully vet the title to avoid legal issues. Transaction costs like stamp duty are also high.
- Advantages include the potential for fabulous long-term returns, limited downside risk compared to stocks, cash flow from rents, and the tangible and permanent nature of the investment. Gains are also not taxed until the property is sold.
This document provides an introduction to investing in real estate. It discusses real estate as an investment option that has risk, returns, and liquidity like other investments. Real estate also considers individual factors like time horizon, risk appetite, and amount invested. While it can provide appreciation, it also has disadvantages like illiquidity, high investment thresholds, maintenance costs, security issues, high transaction costs, holding costs for urban properties, and the need for thorough due diligence on property titles. Overall, the document outlines real estate as a complex investment option that requires weighing these various factors.
This document provides an introduction to real estate investing. It discusses both the advantages and disadvantages of real estate as an investment option. Some key points:
- Real estate can provide potentially high returns but is generally illiquid compared to other assets. It also has high investment thresholds.
- When purchasing property, investors must consider transaction and holding costs, maintenance costs, security risks, and carefully scrutinize property titles.
- Advantages include the potential for fabulous long-term returns, limited downside risk compared to stocks, cash income from rents, and appreciation without capital gains tax until sale.
- Successfully investing in real estate requires understanding factors like risk, returns, liquidity, and individual investment timelines
This document provides an introduction to real estate investing. It discusses both the advantages and disadvantages of real estate as an investment option. Some key points:
- Real estate can provide potentially high returns but is generally illiquid compared to other assets. It also has high investment thresholds.
- When purchasing properties, investors must consider maintenance costs, property taxes, security, and carefully vet the title to avoid legal issues. Transaction costs like stamp duty are also high.
- Advantages include the potential for fabulous long-term returns, limited downside risk compared to stocks, cash flow from rents, and the tangible and permanent nature of the investment. Gains are also not taxed until the property is sold.
This document provides an introduction to real estate investing. It discusses both the advantages and disadvantages of real estate as an investment option. Some key points:
- Real estate can provide potentially high returns but is generally illiquid compared to other assets. It also has high transaction costs.
- When purchasing property for investment, an investor must consider factors like risk, returns, liquidity, time horizon, transaction/holding costs, and tax implications.
- Real estate has advantages like tangible value that cannot disappear, potential rental income, and no capital gains tax when simply holding a property.
- Downsides include illiquidity, high investment thresholds, maintenance/depreciation costs, and security/management issues.
The document provides advice on common mistakes made when raising capital under Section 708 placement rules in Australia. It summarizes Morgan Cradock's report on the "Top 11 Small Scale Offer Document Mistakes", including: not being open to third party investors; believing a Small Scale Offer Document is not needed to raise capital; and providing insufficient details on the use of funds. The report aims to help businesses successfully raise capital while complying with Australian securities regulations.
I global real estate private equity summit notesJoe Stampone
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- Over the next few years, real estate fundamentals are expected to outgrow capitalization rates. However, return expectations have decreased and leverage is not as widely used as before the financial crisis.
- Alternative financing sources, interest rate spikes, deal
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Net Lease...Not an Overheated Market
1. Net Lease Review
Investor appetite for the
niche sector won’t be
losing momentum
anytime soon
By John Jordan
While recent economic numbers have shown the US economy may be picking up some
steam, most real estate observers believe that investors will continue to flock to the less-
risky segments of the market. While the pundits’ top choice remains multifamily, a
growing number of investors seeking to secure predictable returns on their capital will also
have net lease properties high on their list.
The net lease segment was one of hottest performing sectors in real estate in 2011, so
much so that some have wondered if net lease and sale/leaseback investments could
cool off in 2012. Four top leaders in net lease brokerage and investment tell REAL
ESTATE FORUM that scenario is unlikely.
Shelby Pruett, chairman and CEO of Chicago-based Equity Global Management LLC,
believes that net lease and sale-leaseback investment will continue to attract investors . In
2011, Equity Global’s main focus was in the disposition of net lease properties. This year
the firm—a private equity investor that focuses mainly on the net lease, sale-leaseback
and build-to-suit real estate markets- has a much different game plan
Pruett was co-founder and managing principal of Equity Capital Management, a
predecessor firm that was also engaged in net lease investment in the office, industrial
and retail sectors. In March 2011, ECM Realty Trust, an entity Equity Capital formed to
go public, sold most of the firm’s net lease assets to Realty Income Corp. in a deal val-
ued at more than $500 million.
In 2012, Equity Global has taken a seat on the other side of the table and is now
looking to purchase net lease properties once again. Pruett reveals that the company,
whose portfolio consists chiefly of investment-grade net lease office properties, is cur-
32 REAL ESTATE FORUM JANUARY 2012 www.reforum.com
2. rently considering the purchase of up to Kane, too, believes the prospect of the net
approximately $400 million in mostly lease sector overheating is negligible even
investment-grade industrial properties from though firms such as Iridium are achieving If one is
multiple buyers. A majority of the properties more than 7% returns. Her fund’s 2012
involve build-to-suit development projects investment goal is approximately $15 million disciplined
where Equity Global will provide mezzanine to $20 million. “The fact of the matter is, we
or preferred equity financing and eventually know going into these properties the long-
and employs
be the take-out buyer upon completion of term rental rates, what the value will be going the right
the project. Those projects are in forward with the lease and how that will
development and are expected to come accrue to the investor,” she says. strategy, you
online in 2012 or 2013. Equity Global is
also looking at a couple of large When asked whether the high investor
can avoid or
sale/leaseback opportunities as well. interest in net lease will ultimately send structure investments to
prices skyrocketing, Pruett says, “As we
In terms of the overall industry, Pruett have seen over time, all markets are cycli- ride through overheated
says that net lease/sale leaseback continues cal. If one employs the right strategy and is markets.”
to be a niche or “sleeper sector” for inves- disciplined, you can avoid or structure
tors that is garnering more attention as a safe investments to ride through overheated SHELBY PRUETT
haven with predictable returns. markets. I do think there will be geographic Equity Global Management LLC
centers that overheat, which has been the
Likewise, Marilyn Kane, founding partner case historically—these have often been
In the retail sector, competition in his
and president of New York City-based the coastal regions. But this has been true
firm’s niche—net-leased properties in the
Iridium Capital LLC, a $100-million hedge in all asset classes, whether or not they are
$1-million to $5-million range—will con-
fund founded in October 2010 that special- net lease.”
tinue to be fierce, he points out. “A lot of
izes in net-leased retail assets, says that
developers who in the mid-2000s were
despite increased press coverage, single- Pruett notes that many of his firm’s exist-
focused on larger developments have now
tenant net lease is still considered an “alter- ing assets or acquisition targets are regional
scaled back and gone after the single-tenant
native investment.” Kane believes that hubs, distribution centers, corporate head-
or small multi-tenant, net-leased develop-
investors still need to be educated as to why quarters or large call centers that are not
ment projects because they’re less risky and
net-leased properties would be a “terrific located in coastal core markets. “They’re in
easier to finance,” says Williams.
asset in one’s portfolio.” Thus far, Kane the middle of the country, where there’s less
says that approximately $10 million of the volatility,” he maintains, adding that while
He expects growth from the auto parts/
fund has been invested in near-investment or there are barriers to entry in some of these
service sector from retailers such as Auto
investment-grade net lease properties. locations, “the cost of the workforce that a
Zone, Advance Auto, Bridgestone and
lot of these corporations assemble in those
Firestone. “Those guys will still expand,” he
Miami-based United Trust Fund had a markets is very hard to replicate elsewhere,
relates. “They’re feeding off the slow econ-
“reasonable year,” according to senior vice which makes these buildings have high
omy, which is causing people to hold onto
president Fred Berliner. UTF, which spe- renewal probabilities.”
their cars longer.” Similarly, discount retail-
cializes in corporate sale-leasebacks and
ers such as Dollar General and affordable
build-to-suit transactions in a variety of sec- The likelihood of the market overheat-
fitness chains will also be growing in 2012.
tors, announced this past August a deal ing is slim, says Tom Williams, co-founder
involving the funding and long-term lease- and managing partner of Paragon Real On the industrial side, Paragon is also
back of a 196,000-square-foot build-to-suit Estate LLC of Oak Brook, IL. That’s espe- hoping to increase its share of warehouse/
orthopedic hospital in Springfield, MS and a cially true, he notes, because there’s been distribution acquisitions in select markets.
225,000-square-foot medical office building very little new net lease development or It’s also looking for new development or
in Edmond, OK for the Sisters of Mercy. The redevelopment compared to the heady days existing warehouse/distribution product that
two projects were valued at $203 million and of 2005-2007. ranges in size from 100,000 to 500,000
are currently under construction. square feet. He adds that the company is
Competition in the sector, especially from Formed in 2009, Paragon specializes in seeking value-add opportunities that involve
REITs, has grown considerably in the past acquiring, developing and managing retail some lease-up risk or redevelopment.
two years due to the troubled economy and and industrial net lease and seniors housing "Development volume is going to increase
the penchant for investors to seek out solid, facilities nationwide. The privately held slightly, but there still aren’t many tenants
predictable returns on their investments, company is backed by a $200-million net out there saying, “We’re going to go
says Berliner. “All of a sudden everyone is lease fund, of which $10 million has been gangbusters and open a ton of new facilities
in the net lease business.” invested in several retail facilities and one across the US in 2012,’ " Williams notes.
assisted-living asset. “There’s still going to
Yet while the heat’s certainly on, he’s not be strong demand for well-located, quality Several factors hold back sale-leaseback
concerned about a bubble forming, for now. net-leased properties that have strong development at the moment, including the
“Yes, yields are going down, but that’s a investment-grade tenants with good lease continued low interest rate environment
factor of low interest rates and heavy terms,” Williams contends. “If you have all that’s causing some corporate real estate
demand,” Berliner says. “It’s not over- those three elements, you’ll definitely find executives to take considerable time pulling
heated; it’s just very popular.” investors and buyers for the property.” the trigger on new projects.
34 REAL ESTATE FORUM JANUARY 2012 www.reforum.com