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ICYMI: What the RIA Industry Looks Like Now, in 4 Charts

REGISTRATION OF SMALL AND MEDIUM REITs: Real Estate Investment Trust (REIT) registered under REIT Regulations facilitate pooled investment in real estate assets or properties and is required to be set up as a trust registered with and regulated by SEBI. Also, the minimum value of REIT assets presently specified under REIT Regulations is Rupees 500 crores. SEBI had notified REIT Regulations on September 26, 2014 . As on date, there are five REITs registered with SEBI. In view of the increasing value of investments and investors with s... ... ... http://dlvr.it/TGhqxP #CorporateLaws #Articles #TaxLaws #TaxTMI

Overall private capital investment across GPCA’s markets – including #Asia, #LatinAmerica, #Africa, #CEE and the #MiddleEast – remained on par with the past two quarters, as investors deployed USD21.5b across 775 disclosed transactions in Q1. GPCA Members can now access GPCA's Q1 2024 Industry Data & Analysis, featuring in-depth private capital data, commentary and analysis on key trends across global markets. Learn more: https://hubs.la/Q02wJFDv0 #GPCAdata #privatecapital #data #globalmarkets #vc #globalinvestors

In light of SEBI's recent circular imposing higher due diligence requirements for alternative investment funds (AIFs), industry experts are divided on its implications. While many view these measures as vital for protecting market integrity, others warn that the increased compliance burden may discourage large investors. In a recent report by Neha Joshi for LiveMint, Brijesh Damodaran, Managing Partner at Auxano Capital, shared "The colour of money is as important as the quantity of money entering the ecosystem. Not all money is welcome", highlighting the need for prudent regulations in the ecosystem. Puneet Sharma, CEO of Whitespace Alpha, added that the AIFs will face complexities in conducting thorough due diligence, especially when large investor contributions are involved. Vivaik Sharma, Partner at Cyril Amarchand Mangaldas, reiterated that the circular aims to prevent regulatory circumvention by RBI-regulated entities. As the investment landscape evolves, AIFs must navigate these new requirements, balancing compliance with the flexibility to onboard investors. Read the full story here: https://bit.ly/4dFzMvy #AlternativeInvestments #AIF #SEBI #RegulatoryCompliance #AuxanoCapital #InvestmentStrategy #DueDiligence #FinancialRegulations

At OSUM Securities, we connect investors with a strategic selection of high-quality business #bonds. Our focus on the bond market provides a balanced investment approach, offering stability, income, and growth potential. 💡 Why Invest in Bonds? We have already mentioned several times, that bonds are a critical component of any diversified portfolio, offering predictable returns with lower risk. Our curated selection includes bonds from leading companies in the real estate and financial sectors, allowing investors to benefit from stable cash flows and robust sector growth. 🏢 Real Estate Bonds: Real estate remains a key asset class for diversification, providing steady returns and a hedge against inflation. According to Deloitte, the global real estate market continues to show strong potential, making real estate bonds an attractive option for investors seeking reliable income without the complexities of direct property ownership. 📊 Financial Services Bonds: The financial sector is pivotal for economic resilience and growth. McKinsey highlights that financial services remain crucial for driving economic recovery, offering opportunities for investors to engage with institutions that are foundational to global markets. Bonds from this sector provide a competitive yield and are backed by the strength of established companies. By focusing on the bond market, #OSUM Securities offers access to these high-potential areas, tailored to your financial goals and risk tolerance. Let us help you navigate these promising investment avenues and build a secure financial future. Join the OSUM investors community today. Link is in the comments. #InvestSmart #BondMarket #RealEstate #FinancialServices #OSUMSecurities

The Value-Added Funds guide features details on a sampling of value-added funds in the global investment marketplace. Download the guide at https://lnkd.in/g_Uvnhs. IREI.Q Investment Guides are a value-added component to a subscription to IREI.Q database, Institutional Real Estate Americas, Institutional Real Estate Europe and/or Institutional Real Estate Asia Pacific. #CRE #realestate #investment #funds #propertytypes #marketfocus #IREIQInvestmentGuides

🏠💡 : Unveiling Real Estate misconceptions on Investments 🚀 Real estate investments often harbor misconceptions, reminiscent of the skepticism surrounding other asset classes like mutual funds and fixed deposits in their early days. It took time for investors to comprehend the associated risks and build trust. 📈 With SEBI's regulatory framework in place, the perceived risk in investments is somewhat mitigated, providing investors with a sense of security. However, it's crucial to understand that SEBI doesn't ensure investor exits; its role is to regulate and uphold fair practices and market integrity. 🌐 In the realm of real estate investments, while SEBI-regulated entities offer oversight and compliance, exits are contingent on various factors such as market conditions, investment terms, and asset performance. Similarly, private companies, although not directly regulated by SEBI, often ensure exits through SEBI-approved trustees. 🛡️ Regardless of regulation, mitigating risk remains paramount. Trust in companies is fortified by diligent due diligence and a track record of payouts, past performances, and the existence of a trustee. 🌟 As alternative investments in real estate gain traction, it's essential to remain open to exploration and diversification. Embracing new opportunities can transform investment portfolios and unlock avenues for growth. 💼🌱 Ultimately, trust is cultivated through transparency, due diligence, and a steadfast commitment to investor interests. Let's continue to navigate the landscape of real estate investments with clarity, understanding, and a focus on building a prosperous future. 💪 #RealEstateInvestments #SEBIRegulations #RiskMitigation #InvestmentEducation #Diversification #FinancialProsperity 🚀

📈 𝗥𝗲𝗰𝗼𝗿𝗱 𝟰𝟬𝗸 𝗖𝗿𝗼𝗿𝗲𝘀 𝗙𝗹𝗼𝘄 𝗶𝗻𝘁𝗼 𝗘𝗾𝘂𝗶𝘁𝘆 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱𝘀 𝗶𝗻 𝗝𝘂𝗻𝗲! 📈 June witnessed an unprecedented ₹40,608 crores inflow into equity mutual funds, showcasing the resilience and confidence of local investors. Thematic funds led the charge, with significant contributions from SIPs and strategic lump sum investments. 🏦 Total average assets under management (AUM) reached a new high of ₹61.33 lakh crores (over $720 billion). This growth highlights the vital role of mutual funds in wealth creation, even amidst market volatility and political uncertainties. At SubhShanti Wealth, as your Wealth Maximiser Expert, we're here to guide you through these dynamic times, helping you maximize your wealth and achieve your financial goals. Source : The Economic Times #wealthmaximiserexpert #mutualfunds #financialplanning #investmentstrategies #wealthbuilding #sip #equityfunds #aum #financialgrowth #smartinvesting #subhshantiwealth #markettrends #financialgoals #assetmanagement #investmentopportunities

Has incorporating alternative strategies worked out well for advisors? Let’s find out through the efficient frontier chart below constructed using our Second engine™ Liquid Alternative Indices. The gap between the two lines highlights the excess return a traditional portfolio has historically achieved by adding even a small sleeve of alternatives, at any given level of risk. With our new Second engine™ Liquid Alternative Indices, advisors can also benefit from: 1) Comprehensive coverage of the Canadian alternative space – our suite of 11 indices includes an aggregate index representing the overall liquid alternative market as well as a series of strategy-based and goal-based indices. 2) Our collaboration with CAASA - Canadian Association of Alternative Strategies & Assets – we are excited to announce our quarterly industry report will be published regularly on CAASA’s website, providing timely insights and accessible information on Canada’s liquid alternatives. This report aims to bridge informational gaps and enhance engagement within the alternative investment community. 3) Objective performance metrics – our objectively constructed indices can help better assess manager performance and the impact of alternatives on your clients’ portfolios. We believe that liquid alternatives will play a big role in the future of investing in Canada, and we want to help you as advisors and your clients succeed in this highly dynamic market. If you want to learn more about our Second engine™ Liquid Alternative Indices, please visit our site: www.secondengine.com #CanadaInvestments #CAASA #InnovationInFinance #InvestmentAdvisors #LiquidAlternatives #PortfolioManagement

Mirus is pleased to share our thoughts on recent market activity in our November 2024 Middle Market Monitor. Economic indicators continued to remain mostly positive in October with the unemployment rate remaining unchanged and consumer confidence recording its strongest monthly gain since March 2021. U.S. Middle-Market M&A activity increased as well, driven by a loosening credit market and reduced cost of debt. Click here to read more insights from Mirus Capital Advisors: https://lnkd.in/esAxU8tq #mergersandacquisitions #investmentbanking #MirusCapitalAdvisors #MirusMiddleMarketMonitor #TheValueOfAccomplishment