DST to 721 Exchange: Convert Your Delaware Statutory Trust Into a UPREIT Without Capital Gains
DST to 721 Exchange: Convert Your Delaware Statutory Trust Into a UPREIT Without Paying Capital Gains DST to 721 Exchange: Convert Your Delaware Statutory Trust Into a UPREIT Without Paying Capital...
July 23, 2026
Groma Wefunder Review: Is This $100 Real Estate Reg CF Worth It Before July 31?
Groma Wefunder Review: Is This $100 Real Estate Reg CF Worth It Before July 31? Groma Wefunder Review: Is This $100 Real Estate Reg CF Worth It Before July 31? By Jeff Barnes, MBA | July 23, 2026...
July 23, 2026
Music Royalty Investing in 2026: Royalty Exchange, SongVest, and the Case for Catalog as Portfolio Diversifier
Music Royalty Investing 2026: Royalty Exchange vs SongVest — What Accredited Investors Need to Know Music Royalty Investing in 2026: Royalty Exchange, SongVest, and the Case for Catalog as Portfolio...
July 23, 2026
How Accredited Investors Access Family Office Co-Investment Deals in 2026
How Accredited Investors Access Family Office Co-Investment Deals in 2026 How Accredited Investors Access Family Office Co-Investment Deals in 2026 By Jeff Barnes, MBA · July 23, 2026 ·...
July 23, 2026
Why BDCs Are Failing Accredited Investors (And What GoldenTree Got Right)
TL;DR: GoldenTree's Private Credit Fund II closed at its $2.75B hard cap, oversubscribed, with predecessor returns of 16% net IRR and a 1.4x multiple. Meanwhile, Fitch Ratings reported that 10 of 16...
July 23, 2026
Litigation Finance: The $22.76B Alternative Asset Class That Pays When Cases Settle
Litigation Finance: The $22.76B Asset Class Paying 20-40% IRR (And the Risks Nobody Talks About) Litigation Finance: The $22.76B Alternative Asset Class That Pays When Cases Settle By Jeff Barnes,...
July 23, 2026
Digital Asset Holdings $355M: The Institutional Blockchain Bet You Can't Access Yet
TL;DR: Digital Asset Holdings raised $355 million at a $2 billion valuation in July 2026. The backers include ADIA, Apollo, BNP Paribas, Citadel, CME, HSBC, and S&P Global. Their product — Canton...
July 23, 2026
Knox Lane's $437M Take-Private: The PE Playbook for Buying Distressed Public Companies
Knox Lane's $437M Take-Private: The PE Playbook for Buying Distressed Public Companies TL;DR: Knox Lane closed a $437 million all-cash acquisition of Cross Country Healthcare (CCRN) at $13.25 per...
July 23, 2026
Separately Managed Accounts in Alternative Investments: Why the Ultra-Wealthy Skip Commingled Funds
A separately managed account (SMA) in alternative investments is a bespoke portfolio arrangement where a single LP receives customized terms, direct asset-level transparency, and negotiated fee struct
July 22, 2026
Hurdle Rate in Private Equity: Why the 8% Preferred Return Matters to LPs
The hurdle rate, also called the preferred return, is the annual return threshold that LPs must receive before a private equity GP can collect carried interest. The industry standard is 8%, per ILPA d
July 22, 2026
LIHTC Investing Explained: How Accredited Investors Access Affordable Housing Tax Credits
The Low-Income Housing Tax Credit (LIHTC) is a $30-billion annual federal program that has produced over 3 million affordable housing units since 1986, per HUD data . Institutional investors — banks,
July 22, 2026
Healthcare Real Estate Investing: MOBs, Senior Housing, and Life Science Labs for Accredited Investors
Healthcare real estate is one of the most fundamentally sound property sectors for long-term investors. Senior housing net operating income grew 15% to 20% in 2024-2025 as occupancy recovered post-COV
July 22, 2026