Asset classes

$6.13 Million Invested in DSTs: Family Completes Successful 1031 Exchange in Diversified Portfolio with Help from Kay Properties and Investments

Retrieved on: 
Thursday, May 14, 2020
Economy, Finance, Money, Delaware statutory trust, Real estate investing, Internal Revenue Code section, Asset classes

LOS ANGELES, May 14, 2020 (GLOBE NEWSWIRE) -- Kay Properties and Investments is pleased to announce another successful 1031 exchange for an experienced real estate investing family.

Key Points: 
  • LOS ANGELES, May 14, 2020 (GLOBE NEWSWIRE) -- Kay Properties and Investments is pleased to announce another successful 1031 exchange for an experienced real estate investing family.
  • The family sold real estate held in a family trust, as well as by individual family members in their own name.
  • The Delaware Statutory Trust (DST) 1031 exchange investments were facilitated by Senior Vice President Betty Friant and Vice President Alex Madden.
  • Alex Madden, Vice President of Kay Properties and Investments, added, These clients were particularly interested in being diversified across asset class and geography.

LEX Appoints Real Estate Titans to Board as Company Redefines The Asset Class

Retrieved on: 
Wednesday, April 15, 2020
Professional services, Commercial Building & Real Estate, Finance, Construction & Property, REIT, Banking, Economy, Finance, Money, Investment, Asset classes, Investor, Regulation A

We are pleased to welcome Alicia and Marty to the board during this time of exciting growth for LEX, said Drew Sterrett, co-founder and CEO of LEX.

Key Points: 
  • We are pleased to welcome Alicia and Marty to the board during this time of exciting growth for LEX, said Drew Sterrett, co-founder and CEO of LEX.
  • LEX is solving an important need in the broader marketplace, empowering both investors seeking diversification and real estate owners seeking liquidity.
  • The new board appointments signal continued growth for LEX as the company expands its offering of SEC qualified regulation A securities.
  • LEX is democratizing the commercial real estate asset class and redefining real estate investing.

Palouse Capital Management, Inc.’s Small/Mid Value Strategy Receives “PSN Top Guns” Recognition

Retrieved on: 
Wednesday, March 4, 2020
Finance, Money, Economy, Fixed income, Asset classes, Dividend, Investment, Bond market, Equity securities

While PCMs Diversified Income Strategy is classified by PSN in the US Balanced universe due to its ability to invest in fixed income securities, this strategy allows for flexibility to tactically allocate among asset classes in order to seek the best relative value in the market environment.

Key Points: 
  • While PCMs Diversified Income Strategy is classified by PSN in the US Balanced universe due to its ability to invest in fixed income securities, this strategy allows for flexibility to tactically allocate among asset classes in order to seek the best relative value in the market environment.
  • The income generated by the securities held in this strategy may decline; there is no guarantee that dividend-paying securities will continue to pay dividends.
  • This strategy may include investments in lower quality, higher yielding fixed income securities which may be subject to greater price fluctuation than higher quality fixed income securities.
  • The PSN universes were created using information collected from over 2000 firms through PSN investment manager questionnaires (of which PCM participates) and uses only gross of fees returns.

MacKay Municipal Managers Announces Top Five Municipal Market Insights For 2020

Retrieved on: 
Tuesday, January 21, 2020
Economy, Finance, Money, Financial markets, Investment, Bond, Municipal bond, Fixed income, Investment management, Asset classes

PRINCETON, N.J., Jan. 21, 2020 /PRNewswire/ --MacKay Municipal Managers, the municipal bond team of fixed income and equity investment management firm MacKay Shields LLC, today published its top five insights for the municipal bond market in 2020.

Key Points: 
  • PRINCETON, N.J., Jan. 21, 2020 /PRNewswire/ --MacKay Municipal Managers, the municipal bond team of fixed income and equity investment management firm MacKay Shields LLC, today published its top five insights for the municipal bond market in 2020.
  • We believe the tax-exempt municipal market will maintain its strong technical and fundamental characteristics versus other fixed income asset classes.
  • Given the backdrop of strong technical conditions in the tax-exempt municipal market, prudent professional managers will seek to reward their investors by 'buying the dips.'
  • We believe that assertion will hold true in both the investment grade and high yield segments of the municipal market.

"Don't Quit Your Daydream®" Trademarked By Real Estate Company

Retrieved on: 
Wednesday, January 15, 2020
Economy, Finance, Money, Real estate investing, Investors, Investment, Real estate entrepreneur, Passive income, Asset classes

TOMS RIVER, N.J., Jan. 15, 2020 /PRNewswire-PRWeb/ -- The influential real estate investing education company Get Rich Education (GRE) won a registered trademark for the phrase: "Don't Quit Your Daydream" from the U.S. Patent and Trademark Office.

Key Points: 
  • TOMS RIVER, N.J., Jan. 15, 2020 /PRNewswire-PRWeb/ -- The influential real estate investing education company Get Rich Education (GRE) won a registered trademark for the phrase: "Don't Quit Your Daydream" from the U.S. Patent and Trademark Office.
  • Instead, everyday people are simultaneously creating both passive income today and an appreciating asset for tomorrow with cash-flowing real estate.
  • Instead, increase your income with a historically proven asset class like real estate.
  • An international real estate investor himself, Weinhold built Get Rich Education to clarify how this works for everyday, busy people.

Greater Portfolio Diversification for Kaleido Clients

Retrieved on: 
Wednesday, October 30, 2019
Economy, Finance, Investment, Diversification, Financial risk modeling, Saving, Asset classes

On October 28, 2019, the Autorit des marchs financiers granted an exemption allowing greater investment portfolio diversification for the REFLEX, UNIVERSITAS and INDIVIDUAL scholarship plans.

Key Points: 
  • On October 28, 2019, the Autorit des marchs financiers granted an exemption allowing greater investment portfolio diversification for the REFLEX, UNIVERSITAS and INDIVIDUAL scholarship plans.
  • The investment policy of the plans will be amended to incorporate some of the new asset classes permitted under the exemption, and to adjust their investment strategy based on prudent portfolio diversification.
  • Kaleido, a pioneer of education savings plans, supports families across Quebec and New Brunswick in helping their children reach their full potential.
  • Kaleido has issued $885million in educational assistance payments and savings refunds to benefit over 227,000 children, and has over $1.5billion in assets under management.

Rastegar Property Acquires Prominent North Austin Multifamily Property

Retrieved on: 
Monday, October 14, 2019
Austin, Texas, Romeria, Asset classes, Cities in the United States, Geography of Texas

AUSTIN, Texas, Oct. 14, 2019 (GLOBE NEWSWIRE) -- Rastegar Property, a vertically-integrated real estate investment firm focused on value-add and development in all asset classes across the United States, announced its acquisition of a 36-unit multifamily property at 902 Romeria Drive, located between North Lamar Boulevard and Grover Avenue in the North-Central Austin neighborhood of Brentwood.

Key Points: 
  • AUSTIN, Texas, Oct. 14, 2019 (GLOBE NEWSWIRE) -- Rastegar Property, a vertically-integrated real estate investment firm focused on value-add and development in all asset classes across the United States, announced its acquisition of a 36-unit multifamily property at 902 Romeria Drive, located between North Lamar Boulevard and Grover Avenue in the North-Central Austin neighborhood of Brentwood.
  • Rastegar plans to fully renovate the property with new flooring and tile, cabinets, countertops, stainless steel appliances, interior and exterior paint, windows, siding, roofs, landscaping and covered parking.
  • Just north of the triangle and right in the mix, this Romeria complex screamed opportunity, said Dustin Mehaffey, Founder of Austin Mindset Realty and Investment Sales Coordinator at Rastegar Property.
  • Rastegar Property is an Austin, Texas based, vertically-integrated real estate investment firm focused on value-add and development in all asset classes across the United States.

E*TRADE Study Reveals Investors Turn Bearish as Negative Views on the Economy Increase Significantly

Retrieved on: 
Friday, October 11, 2019
Banking, Professional services, Finance, Finance, Money, Economy, Asset classes, Investment, Volatility, Risk parity, the Survey, E*TRADE Financial and Important Notices

More than half of investors believe our economy has reached its peak (52%), up 16 percentage points since the beginning of the year.

Key Points: 
  • More than half of investors believe our economy has reached its peak (52%), up 16 percentage points since the beginning of the year.
  • Nearly three out of five of investors would give our economy an A or B grade (58%), down 11 percentage points since last quarter.
  • While these issues can cloud the outlook for investors, its times like these that a diversified portfolio can shine.
  • Investors with holdings across fixed income and equities, various asset classes, and market caps can better weather periods of volatility.

Family Offices in North America Take Steps to Weather Short-Term Volatility

Retrieved on: 
Tuesday, September 24, 2019
Banking, Professional services, Finance, Economy, Finance, Money, Investment, Impact investing, Asset classes, ACPI Investments, Alberta Investment Management Corporation, UBS, UBS Global Family Office Group, Campden Wealth

Developed market equities produced an average return of 2.9 percent for North American family offices.

Key Points: 
  • Developed market equities produced an average return of 2.9 percent for North American family offices.
  • Private equity fared the best of all asset classes for family offices in North America, achieving an average return of 16 percent for direct investments and 12 percent for funds-based investing.
  • Family offices have been navigating volatile markets, and this is reflected in disappointing investment returns across most asset classes.
  • 1 in 4 (25 percent) North American family offices now engage in sustainable investing, with 21 percent having made impact investments.

Virtu Financial Launches New FX and FI TCA Models

Retrieved on: 
Tuesday, September 17, 2019
Finance, Money, Economy, Futures contract, Asset classes, Foreign exchange companies

Driven by strong client demand, extending the model to FX and FI reiterates our commitment to providing a full suite of broker neutral, multi-asset class analytics and trade execution solutions on our global platform.

Key Points: 
  • Driven by strong client demand, extending the model to FX and FI reiterates our commitment to providing a full suite of broker neutral, multi-asset class analytics and trade execution solutions on our global platform.
  • The newly released FX and FI models enable our pre-trade and post-trade TCA clients to better manage execution costs and perform portfolio construction analysis using Virtus ACE Model.
  • Virtus ACE models are econometric models that provide transaction cost estimates for equities, FX, and fixed income, accounting for the unique characteristics of the underlying instrument, market conditions, trade size and execution strategy.
  • Virtus ACE models and TCA products currently cover global equities, ETFs, futures, foreign exchange (FX) and global fixed income (FI), including corporate and sovereign debt.