Monument Group’s Post

Ares Management Shifts REIT Strategy to Private Placements 🚀 Exciting shift in strategy! Ares Management is halting public sales of common shares in its two non-listed REITs, opting instead for private placements. This move comes as fundraising for non-listed REITs slows due to tougher regulations and investor interest shifting to higher-yield alternatives. 📊 Ares will continue as a public reporting company and focus on perpetual private offerings, aligning with trends seen among other major asset managers like KKR and Goldman Sachs. The change highlights the growing appeal of tax-advantaged investments like Delaware Statutory Trusts, which have been more successful for Ares. 💡 Kevin Gannon of Robert A. Stanger & Co. and Luke Schmidt of Blue Vault Partners see this as a smart, albeit unusual, strategy that might set a trend in the industry. #RealEstate 🏢 #Investment 💰 #REITs 📈 #AresManagement 🌟 #AlternativeInvestments 💡 

FUNDVINE SECURITY AND CAPITAL EMBARKS ON GROWTH STRATEGY Fundvine Securities and Capital is undergoing a strategic transformation aimed at unlocking new avenues for growth and enhancing profitability for its clients. A recent three-day retreat, convened by Group Managing Director Dr. Michael Enyinna, brought together senior management and executives from Fundvine Capital, Securities, and Berkshire Asset Management divisions. The event was also attended by the Board of Directors, led by Chairman Chief Chuku Wachuku. Key strategic decisions emerged from the retreat, including: 1. Expanding the client base and increasing market share 2. Developing innovative products and services to generate new revenue streams 3. Reinforcing a commitment to delivering exceptional financial advice and maximizing returns for clients Subsequently, the Board of Directors held its quarterly meeting, expressing full confidence in Dr. Enyinna and his executive team. The Board also approved plans to increase the company's capital base and allocate additional resources to the Berkshire Asset Management Division. These strategic initiatives underscore Fundvine's dedication to driving growth and delivering superior value to its clients. #Fundvinegrowthstrategicretreat#Fundvine#equitytrading #investment #financialadvisory #portfolio #primarymarket #issuingservice #transformyourfinance #lagosnigeriaitafricandancetafrica

FUNDVINE SECURITY AND CAPITAL EMBARKS ON GROWTH STRATEGY Fundvine Securities and Capital is undergoing a strategic transformation aimed at unlocking new avenues for growth and enhancing profitability for its clients. A recent three-day retreat, convened by Group Managing Director Dr. Michael Enyinna, brought together senior management and executives from Fundvine Capital, Securities, and Berkshire Asset Management divisions. The event was also attended by the Board of Directors, led by Chairman Chief Chuku Wachuku. Key strategic decisions emerged from the retreat, including: 1. Expanding the client base and increasing market share 2. Developing innovative products and services to generate new revenue streams 3. Reinforcing a commitment to delivering exceptional financial advice and maximizing returns for clients Subsequently, the Board of Directors held its quarterly meeting, expressing full confidence in Dr. Enyinna and his executive team. The Board also approved plans to increase the company's capital base and allocate additional resources to the Berkshire Asset Management Division. These strategic initiatives underscore Fundvine's dedication to driving growth and delivering superior value to its clients. #Fundvinegrowthstrategicretreat#Fundvine#equitytrading #investment #financialadvisory #portfolio #primarymarket #issuingservice #transformyourfinance #lagosnigeriaitafricandancetafrica

Temerity Strategic Partners has closed their inaugural fund with commitments exceeding $175 million, supported by institutional investors, real estate leaders, and family offices. The fund aims to provide co-GP capital to operators like Ashcroft Capital, LLC and DLC Management Corp. while executing new programmatic commitments. Bruce Cohen and Jeffrey Citrin see this as a step forward for scalable investment platforms. https://lnkd.in/eT4H4vgv #RealEstate #RealEstateInvesting

At McGillivray Capital Partners we talk a lot about passive investing and why it can be the right option for people who don't want the headaches that can come with traditional property investment and management. But what do we mean by that? Check out this post from our CEO Scott McGillivray for a quick glance at the difference between active and passive investing when it comes to real estate. https://lnkd.in/fbmJfpD And for more info about the Scott McGillivray Real Estate Fund, please visit our website - https://lnkd.in/eHanyGq6 #realestateinvesting #ontariorealestate #realestatefunds #passiveinvesting

Meet the Fund Manager... Darren Johnson returns to host our next #MeettheFundManager virtual event. 💰 St. James’s Place in Conversation with PineBridge Investments 📅 Thursday 18 July 2024 ⏰ Time: 12:30 – 13:30 📍 Location: https://lnkd.in/eRwyZKN5 📈 Speakers: Michael Kelly, Global Head of Multi-Asset, PineBridge Investments An exciting opportunity to hear insights from two popular speakers on our current financial landscape and what to expect from global markets in the near future. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. #MeetTheFundManager #InvestmentStrategies #Financialplanning We are an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership' and the titles ‘Partner' and ‘Partner Practice' are marketing terms used to describe St. James's Place representatives. If you use an alternative trading name you must state underneath this wording: (trading style name) is a trading name of (full trading name) eg, Michael Edwards Financial is the trading name of Michael Edwards Wealth Management Ltd) SJP Approved 04/04/2024

📢 Meet the Fund Manager...  Darren Johnson returns to host our next #MeettheFundManager virtual event. 💰 St. James’s Place in Conversation with PineBridge Investments 📅 Thursday 18 July 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar  https://lnkd.in/ePRhA4pk 📈 Speakers: Michael Kelly, Global Head of Multi-Asset, PineBridge Investments   An exciting opportunity to hear insights from two popular speakers on our current financial landscape and what to expect from global markets in the near future. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.  #MeetTheFundManager #InvestmentStrategies #Financialplanning Curzon Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership' and the titles ‘Partner' and ‘Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 04/04/2024

Property investors have had a tougher time over the past two years. In the latest Asset TV Masterclass a panel of experts, including our own Rahgib Davids CA(SA), CFA, shared their insights into the sector, and its prospects for the future (🔒login required) #investing #property #listedproperty #REIT #interestrates

If you have realized capital gains in the past 180 days, investing those gains into a Qualified Opportunity Zone (QOZ) fund allows you to defer paying federal taxes on the gains until Dec. 31, 2026. Furthermore, if you hold your investment in a QOZ fund for 10 years, you will not be required to pay federal taxes on the appreciation of your investment.    Targeting a 10% to 12% net IRR, Origin QOZ Fund III plans to invest in, develop and manage a portfolio of multifamily development projects with long-term growth potential in Opportunity Zones across the southwest and southeast United States.    Join Origin Investment Group Co-CEO Michael Episcope and Origin Managing Director of Acquisitions Dave Welk on Thursday, March 28 at 1 p.m. CT for an update on QOZ Fund III. Michael and Dave will address the current state of the market, review the Fund’s strategy and benefits, take a closer look at some pipeline deals and answer questions from attendees.    Unable to join? Register and we’ll send you a recording of the webinar. > https://bit.ly/3TzL2le    #qoz #realestate #realestateinvesting #multifamily 

Join us tonight at 7pm MT for this free real estate investing webinar. WCI partner Mortar is a vertically integrated investment management firm that invests in secure multi-family real estate investment opportunities in prime New York niche neighborhoods. Tune into this webinar to learn more about investing in Private Real Estate Syndications with Mortar Group. Head to buff.ly/3Vmn0L2 for all the details on Mortar. #physician #realestateinvesting #realestate #realestatesyndications #privaterealestate #wci