Income from the Ground Up: Mineral Rights in Modern Portfolios
Evaluating Mineral & Royalty Interests as a Complement to Traditional Income Allocations What if your portfolio’s income came from the ground up? Oil and gas is one of the largest industries in the world, and U.S. crude and natural gas production both hit records in 2025. Yet most investors only reach it through energy equities […]
Lodging Real Estate: A Sector Quietly Regaining Momentum
Lodging Real Estate: A Sector Quietly Regaining Momentum The narrative surrounding lodging real estate has changed dramatically. After the pandemic, hotels were viewed as one of commercial real estate’s biggest recovery stories. Today, many investors see a sector benefiting from record operating performance, favorable supply-demand dynamics, and growing institutional interest. In a recent whitepaper, Lodging […]
When Markets Zig, How Can You Help Portfolios Zag?
When Markets Zig, How Can you Help Portfolios Zag? Finding Opportunity in Corporate M&A Activity A look at what drives merger arbitrage returns — and where the strategy fits in a client’s portfolio. Most portfolios still run on three return drivers: stocks, bonds, and cash. That strategy worked well when bonds zagged, as stocks zigged. […]
Anchored in Scarcity: The Investment Rationale for Marina Real Estate
Anchored in Scarcity: The Investment Rationale for Marina Real Estate Marina real estate combines two rare qualities: supply that’s structurally capped by permitting and coastal land scarcity, and demand anchored by more than 11 million registered vessels already on U.S. waterways. This white paper examines why institutional capital is increasingly targeting this historically fragmented, overlooked […]
Lodging Real Estate: A Sector Tested and Reforged
Lodging Real Estate: A Sector Tested and Reforged Constrained new supply, resilient travel demand, and renewed institutional investment are reshaping the outlook for lodging real estate. Courtyard by Marriott in Bradenton Sarasota, FL Download Full Whitepaper
The Role of Preferred Equity in Portfolio Construction
Investors continue to face a persistent portfolio challenge: generating reliable income while managing downside risk in an environment defined by interest-rate uncertainty, shifting capital markets, geopolitical uncertainty, and increased volatility across traditional asset classes. Non-traded preferred shares occupy a distinct position between debt and common equity, offering contractual income features, seniority in the capital structure, […]
Capitalizing on Dislocation in Sunbelt Multifamily
Capitalizing on Dislocation in Sunbelt Multifamily Structural demand drivers and a sharp pullback in new supply are creating one of the most attractive entry points in Sunbeltvalue-add multifamily in decades. Multifamily Property in Birmingham, AL Download Full Whitepaper
NexAnnuity Unveils New Brand Identity Reflecting its Mission of Powering Innovative Retirement Solutions
DALLAS, Aug. 11, 2026 /PRNewswire/ — NexAnnuity today announced the launch of its refreshed brand identity, including a new logo, product positioning and materials, and website at nexannuity.com. The rebrand marks the next chapter for the retirement solutions business, which was founded in 2018 and has expanded its annuity platform, product set, and distribution footprint over the past several years. The new brand […]
NexAnnuity Launches First Index Annuity Offering
NexAnnuity announced the launch of the NexCompounder Fixed Index Annuity (FIA), designed to help individuals take their retirement to the next level with growth potential, principal protection, and tax-deferred accumulation. This is a significant milestone for NexAnnuity, as this new offering represents an important development and underscores the commitment to delivering innovative solutions to the market! […]
Understanding Preferred Stock: A Smart Tool for Income and Diversification
Preferred stock offers investors a unique blend of equity and fixed-income features, including priority on dividends and asset claims over common shareholders. Often used by REITs and business development companies to raise capital, preferreds can provide steady income and portfolio diversification. Whether traded or nontraded, preferred stock remains a valuable option for those seeking consistent […]
