Invest Like a Billionare Podcast

Adds Deutsche Bank Affiliate, RREEF Property Trust, for Trading. LODAS executed 1.35 million shares in second quarter 

Blackstone’s BREIT has been the go-to investment choice for individuals interested in the real estate market. However, they have faced substantial challenges in recent months that have put into question if it is the REIT structure of the future. Here we will examine BREIT's recent difficulties with capital raising, creating liquidity, and meeting redemption requests, while also exploring potential solutions and the changing landscape of REIT investments.

LODAS Markets is celebrating its most successful month, quarter, and year to date, helping facilitate the liquidity of millions of dollars' worth of shares at fair prices. This achievement comes shortly after Bloomberg's devastating forecast for Commercial Real Estate.

Over the past 15 months, there has been a significant increase in secondary activity within the commercial real estate (CRE) sector, driven by the rapid rise in interest rates. While the recent decision by the Federal Reserve to pause rate increases offers some respite to borrowers and landlords, the possibility of future rate hikes adds to the instability of the CRE market. As uncertainty persists, it is anticipated that secondary activity in CRE funds will continue to rise as market participants strive to navigate the evolving landscape.

We are excited to bring you the latest updates in this month's newsletter, and there are some important developments we want to highlight.

LODAS Markets announced today that VineBrook Homes Trust, which is externally managed by NexPoint Real Estate Advisors V, L.P. (together with its affiliates “NexPoint”), is now trading on LODASMarkets.com, joining more than 30 non-traded and private REIT securities currently offered on the proprietary LODAS marketplace.

Chairman Gensler's Statement Highlights the Importance of Transparency and Accountability through Regulation of Trading Platforms.

"Trading in private real estate secondaries, including non-traded REITs, BDCs and private placements, has increased by an order of magnitude compared to last year."

Brian King of Lodas Markets Makes Business Connections Through Performing.

BREIT and SREIT are available for investors to trade on the LODAS marketplace.

Investors can trade assets like BREIT in the LODAS marketplace.

Given the current liquidity concerns among banks, we’re seeing significant volatility in the public markets. Ultimately, we expect this to impact the less-liquid private markets as well. LODAS Markets was created precisely for this reason

In the first week since LODAS Markets listed Blackstone Real Estate Income Trust shares, the secondary marketplace saw more interest than it has in the full month since it listed the nontraded REIT’s largest competitor.

LODAS Markets, an operator of a web-based marketplace for the secondary trading of illiquid real estate and alternative investments formerly known as Realto Inc., announced that Blackstone Real Estate Income Trust is now trading on the LODAS marketplace.

Even though Blackstone is still limiting redemptions, investors can now sell into private markets

Overland Park-based LODAS Markets now has two major real estate investors trading on its platform, Blackstone REIT and Starwood REIT, offering their clients better liquidity on investments.

Blackstone's $70 billion BREIT fund joins Starwood’s SREIT in the LODAS marketplace, where investors can today buy and sell shares.

These six innovators are ones to watch. They’re paving the way for the next era of private investments by offering new products, fostering greater access and providing more options for liquidity.

In my last note to you, I shared that Starwood Real Estate Investment Trust (SREIT) can now be traded on LODASMarkets.com

When I was a financial advisor, the first quarter was dedicated to meeting with clients to review their accounts and plan for the year. While I talked with clients regularly on the phone and by email, I set aside time early in the year to sit down and have candid conversations about market conditions, life changes, assets clients wanted to keep or let go and any  changes to their financial goals. 

Starwood Real Estate Income Trust (SREIT) fund is now trading on the LODAS Markets platform, which was previously known as Realto and focuses on secondary markets.

LODAS Markets, previously known as Realto Inc., which is the operator of a web-based marketplace for the secondary trading of illiquid real estate and alternative investments, announced that Starwood Real Estate Income Trust is now trading on the LODAS marketplace.

Frustrated institutional and accredited investors who want to trade shares of the popular Starwood Real Estate Income Trust—a private real estate fund which was closed to redemptions in December, after outsize withdrawal requests—will have a new option starting today

Investors shut out of recent SREIT redemptions have a new path to liquidity; Realto changes name to LODAS Markets

It’s already two weeks into the year and I hope that like us, your 2023 appears to be one full of opportunity.

As 2022 winds down, I’ve been thinking a lot about our business and what the Realto team achieved in the last year. Before we turn to the first blank page of 2023, I want to take a moment to share a few company high notes – our greatest hits, if you will – from the last 12 months.

The calendar year may be winding down but at Realto, the activity is heating up. This time last winter, we completed the first trade on Realto.ai. Now, a year later, we just hit our highest trading month to date.

After creating a unique market for trading stakes in real estate investment funds, Realto is focused on the next phase of its development: landing partners to host its platform and raise awareness of its service.

Inflation is surging, the supply chain is lagging, the stock market is seeing wild fluctuations and many economists believe 2023 will bring a recession.

If you’re a college football fan, you probably saw that Lee Corso, the popular 87-year-old former coach, recently returned to the College Gameday set. He’s back with his spunk, famous mascot picks and one-liners that make people love him.  

Realto, creator of the first market system for buyers and sellers of alternative and real estate investments, now offers investors the opportunity to express their indication of interest (IOI) before placing an order.

Realto, the first market for buyers and sellers of alternative and real estate investments, announced that Inland Real Estate Income Trust is now available to trade in its marketplace.

Realto, the first automated marketplace for real estate and alternative investments, announces the hiring of Kate O’Neill Rauber as vice president, communications.

Last week, I wrote an open letter to advisors about recent secondary liquidity missteps from sponsors titled, The Good, the Bad and the Ugly of Secondary Liquidity for REITs and BDCs, and, as bad luck would have it, another ugly example of ill-advised liquidity reared its head this week.

Mini-tenders have been a thorn in the side of nontraded REIT sponsors, and they are also on the receiving end of backlash from other industry participants.

An Open Letter to the Financial Advisor Community. Hello. My name is Brian King and I used to be one of you, a financial advisor.

If you follow the news about alternative and real estate investments, you know we’ve been busy at Realto as we work to take the first fully-automated, web-based trading platform to the next level.

Realto Closes $4.5 million Funding Round; Total Amount Raised now $8 million. Firebrand Ventures leads latest round as KCRise Fund and others invest; Proceeds will drive growth and expansion, including hiring.

Realto Names Annemarie Tierney to board. Accomplished fintech leader brings additional private-market knowledge, experience.

We are excited to announce that Realto is now SOC 2 Type I certified. At Realto, Cyber Security is extremely important. Customers trust us with their personal and financial information, and it is our duty to do the utmost to ensure our customer’s information is safe with us – we take this responsibility very seriously.

Realto’s momentum continues following our successful launch, and we are moving quickly to take our business to the next level. To that end, we are pleased to announce these important updates.

Realto. Is. Live! Yes, we are fully up and running and we are extremely grateful for the many people that have worked so hard to get us here. That includes the entire Realto team, our investors, our clients, and the friends and family that have supported us each step of the way.

Realto Launches Platform to Trade Real Estate and other illiquid. Overland Park-based Realto Securities LLC completed the first trades on its new electronic trading platform for real estate and alternative securities.

Realto Launches Platform for Secondary Trading of Alternative Securities. Realto, a marketplace for the secondary trading of illiquid real estate and alternative securities, has launched its platform by executing trades in Phillips Edison & Co. Class B restricted shares.

Realto, a transparent marketplace for the secondary trading of illiquid real estate and alternative securities, successfully launched its platform by executing trades in Phillips Edison & Co. (PECO) Class B restricted shares.

Realto Inc., a transparent marketplace for the secondary trading of illiquid real estate and alternative securities, announces the selection of Axos Clearing as custodian and clearing broker for trading on the Realto platform. 

As our planned fall launch remains on track, we’re excited to announce a number of important Realto updates.

A new Overland Park company will introduce an electronic trading platform that helps real estate investors buy and sell interests in projects more easily.

The alternative investment industry is rapidly evolving, and, to that end, much has happened at our growing company since we completed our seed round in December.