Unique Challenges of Public Equity and What Investors Need to Know
Public equity offers investors a gateway to a diverse range of industries and assets, including real estate, through vehicles like REITs and ETFs. While public equity provides accessibility and liquidity, it also presents unique challenges that can impact returns and risk exposure in ways that aren’t always obvious at first glance. For investors exploring real […]
Why Multifamily Belongs in a Diversified HNW Portfolio
High-net-worth (HNW) investors often face a portfolio dilemma: how to balance growth, income, and risk in an environment marked by market volatility, low yields, and inflation concerns. Traditional allocations tend to lean heavily on public equities and fixed income, but this approach may miss opportunities to enhance diversification and protect capital. [1] Multifamily real estate, […]
11Fifty on Olson: The Most Promising Multifamily Breakthrough in Waukee
11Fifty on Olson, a newly named apartment community in Waukee, Iowa, opened its doors earlier this year under BAM Management. Geared toward renters seeking affordable apartments in Waukee with a luxury apartment vibe, this pet-positive, tech-enabled property debuted with one- and multi-bedroom layouts starting under $1,000, making it ideal for those hunting for inexpensive Waukee […]
How to Invest in Real Estate Through a Self-Directed IRA
Real estate investing can be a lucrative endeavor, but what many investors don’t realize is that they can enter this space through their Individual Retirement Account (IRA), specifically, a Self-Directed IRA (SDIRA). [1] All IRAs are technically self-directed – the account owner decides how to invest. In practice, though, some custodians only allow traditional securities […]
RIAs Boost Portfolio Performance With One Small Shift
“What does a 10% allocation to multifamily do for my client’s portfolio?” It’s a common question among RIAs and one that deserves more than a generic answer. In 2025, advisors are re-evaluating traditional portfolio structures to seek better diversification, income consistency, and downside protection for their high-net-worth clients. [1][2] According to the Wealth Sizing Model, […]
Attractive Tax Advantages of Multifamily Private Placements for HNW Clients
For registered investment advisors (RIAs) working with high-net-worth (HNW) clients, the conversation around real estate investing often focuses on returns. Yet, tax strategy is just as critical when those investments include multifamily private placements. At BAM Capital, we design our multifamily real estate funds with both income generation and tax efficiency in mind. That means […]
RIAs Want to Know How Multifamily Aligns With Their Client’s Portfolio
For RIAs, constructing a well-balanced client portfolio often means going beyond traditional stocks and bonds to incorporate alternative investments that can potentially enhance diversification, provide tax advantages, and address income or growth objectives. BAM Capital’s current suite of offerings is designed with this in mind, giving access to institutional-quality multifamily real estate investments that align […]
Helpful Research on Impact Investing for Family Offices
Family offices are private firms that manage the wealth of high-net-worth and ultra-high-net-worth (UHNW) individuals, who typically have a net worth of $30 million or more, though family offices may serve families with lower thresholds depending on their needs. Traditionally, they have focused on providing a range of services to affluent individuals and families. This […]
What Actually Happens When Family Offices Invest in a Company?
Family offices have long played a significant role in the private equity (PE) and venture capital (VC) sectors. These private wealth management firms are recognized for their expertise in allocating capital across various asset classes to help high-net-worth (HNW) individuals and families grow their wealth. These entities invest in different assets to achieve this goal, […]
RIAs Revisited: BAM Capital and Your Due Diligence Process
In today’s investment landscape, private alternatives are no longer niche but a growing part of sophisticated client portfolios. But for RIAs, adding sponsors like BAM Capital isn’t just about evaluating return potential. It’s about conducting operationally sound, fiduciary-aligned due diligence that supports long-term client outcomes. This article outlines how BAM Capital aligns with best practices […]