The program has attracted significant inflows from individual investors looking for tax benefits. A contentious Congress might jeopardize its extension.

Meanwhile, REITs posted positive total returns in March and are down slightly year-to-date.

Historically, the real estate investment manager relied on independent broker/dealers to reach private wealth. It wants to diversify both its distribution and its investment offerings.

Adding private real estate boosts returns and quells volatility.

Grayscale has signaled that it intends to lower fees on its Bitcoin ETF. Partners Group is dipping its toes into royalties investing with plans to debut a fund for the wealth channel eventually. These are among the investment must reads we found...