Property Share's Bold New PMS Play: Demystifying REITs, InvITs & Alt Assets

Property Share, a fintech company, has launched a PMS focused on REITs and InvITs to provide institutional-grade real estate investment. This allows for secure and smart access to high-yield, rent-generating commercial real estate digitally. Kunal Moktan, co-founder of Property Share, discusses the evolution of alternative investments in India and the benefits of this new investment platform.

Wells Fargo's Wealth & Investment Management (WIM) division has taken a significant step forward in the realm of alternative investments by partnering with InvestCloud. This collaboration introduces alternative investments as eligible options within their Personalized Unified Managed Account (Personalized UMA) program, marking a notable advancement in the financial services sector [1].

The integration of alternative investments, such as hedge funds, private equity, and real estate funds, into the Personalized UMA structure provides clients and advisors with a broader range of investment options. This move is particularly timely, given the increasing demand for alternative investment strategies to diversify portfolios and manage risk [1].

Greg Maddox, WIM's Investment Solutions product management executive, underscores the company's commitment to innovation, stating, "We are committed to providing new technologies that deliver personalized, scalable, and data-driven client experiences. We are proud to offer industry-leading investment capabilities and find new and innovative ways to make the company an easier place for advisors and clients to do business" [1].

Jeff Yabuki, chairman and CEO of InvestCloud, highlights the partnership's potential, "We are thrilled to partner with Wells Fargo to further elevate their investment capabilities with cutting-edge technology, tools, and resources. InvestCloud is delivering innovations which enable an exceptional and personalized wealth management experience to enhance the client-advisor relationship" [1].

This initiative not only enhances the flexibility and convenience of investment options but also aligns with Wells Fargo's broader strategy of offering a comprehensive suite of financial products and services. The Personalized UMA program now offers both traditional and alternative investments, allowing for more tailored and resilient portfolios.

While the integration of alternative investments brings new opportunities, it also introduces specific risks. Alternative investments are often highly illiquid and can be subject to significant market fluctuations. Investors are advised to carefully consider their risk tolerance and investment goals before incorporating these strategies into their portfolios [1].

In a separate development, Property Share, a fintech company, has launched a platform focused on Real Estate Investment Trusts (REITs) and InvITs (Infrastructure Investment Trusts). This platform aims to provide institutional-grade real estate investment opportunities, allowing for secure and smart access to high-yield, rent-generating commercial real estate digitally. Kunal Moktan, co-founder of Property Share, discussed the evolution of alternative investments in India and the benefits of this new investment platform.

The launch of these new investment platforms underscores the growing importance of alternative investments in diversifying portfolios and managing risk. As financial markets continue to evolve, investors and financial professionals can expect to see more innovative solutions that combine traditional and alternative investment strategies.

References:
[1] https://www.webwire.com/ViewPressRel.asp?aId=342936