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White Papers

White Paper Title – Click title to download PDF Presented bySubject
Investing in Non-Traded REITs Investment Program Association (IPA)Real Estate
Evaluating Non-Traded REITs CNLReal Estate
Trends in Commercial Real Estate CNLReal Estate
Investing in Commercial Real Estate: Understanding Non-Traded REITs CNLReal Estate
Investing in Loans to Private Companies: Understanding Non-Traded BDCs CNLFinance – BDCs
Evaluating Non-Traded BDCs CNLFinance – BDCs
Portfolio Construction Using Non-Traded Business Development Companies Investment Program Association (IPA)Finance – BDCs
Commercial Real Estate Now – Can Timing Help? Dividend CapitalReal Estate
Commercial Real Estate CorrelationDividend CapitalReal Estate
Commercial Real Estate as an Inflation HedgeDividend CapitalReal Estate
Investing in Closed-End Funds RW BairdInvestment Vehicle
The Role of Alternative Investments in a Diversified Portfolio RW BairdAlts
The Performance of Direct Investments in Real Assets Deutsche Asset & WMAlts
The Hidden Cost of Liquidity How Alternatives Can Reward Long-Term InvestorsFranklin SquareAlts
Regulation of Alternative Investments Investment Program Association (IPA)Alts
Dewatering 101 Waveland CapitalEnergy
To Work or Not To Work, That is the Question! Working Interests Vs. Royalty Interests Ledger PetroleumEnergy
Producing Energy – The Closest Thing to a Perfect Asset Ledger PetroleumEnergy
Overview of Oil and Gas Industry Investment Program Association (IPA)Energy
Best Practices of Elite Teams The Oeschli Institute & CeteraPractice Management
Marketing Tactics of Elite Advisors The Oeschli Institute & CeteraPractice Management
Five Ways to Provide More Value for Your Clients BehringerPractice Management