UPREITs: Why Sponsors And Advisors Are Taking A Closer Look
As rising interest rates spur swings in property prices, banks tighten up on lending, and real estate investments face fundraising headwinds,...
We’re pleased to share another episode of Forge in Focus, our podcast series spotlighting the people of WealthForge. In Part Two of Episode 3, “The Co-Founder,” WealthForge Co-Founder Mat Dellorso shares more details about the company’s beginnings, including how both our business model and technology evolved in the wake of the 2012 JOBS Act.
While WealthForge’s founding ideals of access, efficiency, and transparency in alts stayed the same during this transition, Mat knew there was a better way to scale access to more quality alternative investment options to more people:
“We know the regulatory process and we have the technology that allows for people to subscribe at scale,” said Mat. “We [knew we] could promote and enable these online marketplaces to do transactions legally and with proper diligence—and with investor protections—with easy tech.”
That technology would grow to become Altigo, an online subscription platform for alternative investments.
Listen to the full seven-minute second part of Forge in Focus Episode 3, and check back soon for Part Three!
As rising interest rates spur swings in property prices, banks tighten up on lending, and real estate investments face fundraising headwinds,...
At WealthForge, we often refer to ourselves as a “technology-enabled broker-dealer”. But what does that mean exactly?
The broker-dealer standard of conduct has swiftly evolved in recent years, with regulators moving beyond mere “suitability” obligations in favor of a...