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.
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.
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.
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.
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.
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.
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 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.
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.