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Non-traded REITs Advisors Investors Real Estate

Non-Traded REITs 101: The Benefits and Risks to Investors

What is a REIT? A REIT (Real Estate Investment Trust) is a tax-advantaged investment vehicle created in 1960 as part of the Cigar ...
Ryan Gunn February 13, 2019 0

Opportunity Zones Broker-Dealer Real Estate

Do You Need to Use a Broker-Dealer for an Opportunity Zone Fund?

The latest real estate-based tax-deferral investment strategy, opportunity zone funds, have only begun to impact the market. As ...
Chris Rohde February 8, 2019 0

Opportunity Zones Taxes Investing

What is a Qualified Opportunity Zone Fund?

What is an opportunity zone? An opportunity zone is an economically distressed area or community designated by the state in which ...
Ryan Gunn January 25, 2019 0

Press

WealthForge Processes Over $500M in Investment Transactions in 2018

Richmond, VA - WealthForge announced today that they have surpassed $500 million in capital investment transactions processed in ...
Ryan Gunn January 16, 2019 0

Opportunity Zones 1031 Exchange Impact Investing

The Difference Between Opportunity Zones and 1031 Exchanges

2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly ...
Chris Rohde January 10, 2019 0

Subscription Automation Fintech Cybersecurity

How Alternative Investments Can Benefit from Straight Through Processing

Straight Through Processing is a concept that may be familiar to anyone who has invested in public securities. Unlike many ...
Ryan Gunn January 6, 2019 0

Press

WealthForge Places at #189 on the Deloitte Technology Fast 500

On November 15, 2018, Deloitte announced the Technology Fast 500, their annual list of the nation’s fastest-growing technology ...
Ryan Gunn November 16, 2018 0

Subscription Automation Cybersecurity Regulation Investors

How Manual Investment Processes Expose You to Risk

According to SEC Form D data, $1.7 trillion was invested into private offerings under Regulation D in 2017. Nearly all of those ...
Ryan Gunn October 26, 2018 0

Reg A Issuers Crowdfunding

Why Successful Reg CF Issuers Should Consider Reg A for Their Next Raise

Regulation CF (also known as crowdfunding) is an exemption to the Securities Act that allows issuers to raise up to $1.07 million ...
Ryan Gunn October 11, 2018 0

Broker Registration Broker-Dealer

6 Factors to Determine if You Are an Unregistered Broker

Last year, the SEC reported 53 standalone enforcement actions in its “Broker Dealer” category. As a matter of public policy, ...
Brandy Brown September 17, 2018 0
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