News & Advocacy

Sep 24, 2020, 00:00 AM by Patty Grega

ADISA’s core focus is to provide unparalleled networking, education and advocacy to its membership, and our hope was to provide the most valuable event for the alternative and direct investment industry this fall.

Aug 11, 2020, 00:00 AM by Patty Grega

Industry's leading event rescheduled to February 10-12, 2021, at The Cosmopolitan of Las Vegas

Jul 1, 2020, 00:00 AM by Patty Grega

By John Grady, ADISA's Legislative & Regulatory Chair On Friday, June 26, 2020, the U.S. Court of Appeals for the 2nd Circuit upheld Reg BI against a challenge brought by, among others, XY Planning Network and various U.S. states.

Jun 15, 2020, 00:00 AM by Patty Grega

WHAT TO DO: We need to identify all of our sponsor and affiliate member companies’ products, offerings and services.

Jun 12, 2020, 00:00 AM by Patty Grega

The IRS has taken a taxpayer-friendly view of property still eligible for capital gains tax deferral when exchanged for similar items after the 2017 tax law restricted that treatment.

Jun 5, 2020, 00:00 AM by Patty Grega

ADISA is part of an industry-wide real estate coalition, formed by the Real Estate Roundtable (RER). Here is good news from Ryan McCormick, Senior Vice President & Counsel, The Real Estate Roundtable, regarding Opportunity Zones:

Jun 5, 2020, 00:00 AM by Patty Grega

Brian P. Brooks, Acting Comptroller of the Currency, responded to the coalition letter, sent to federal banking regulators which requested clarification on the April 7, 2020, guidance that encourages financial institutions to work constructively with borrowers impacted by COVID-19.

Jun 4, 2020, 00:00 AM by Patty Grega

Darryl Steinhause, ADISA’s general counsel and partner at DLA Piper, and Dan Cullen, partner at Baker & McKenzie, led a small group discussion with the IRS regarding the need for DST trustees to respond to the COVID-19 financial hardship of their tenants.

May 27, 2020, 00:00 AM by Patty Grega

ADISA is launching a new directory to serve the industry! With our publisher, Naylor Association Solutions, a long-time leader in industry association publications, we will now offer a fully searchable online financial products and services directory aimed to give our advisor community the at-your-fingertips information they have been looking for to find who offers what investment product, as well as other supplier support.

May 19, 2020, 00:00 AM by J Fitzgerald

May 15, 2020, 00:00 AM by Patty Grega

ADISA co-signed a letter, which was sent today, May 15, from the U.S. Chamber of Commerce Center of Capital Markets Competitiveness to federal banking regulators that will request clarification on the April 7, 2020 guidance that encourages financial institutions to work constructively with borrowers impacted by COVID-19.

Apr 30, 2020, 00:00 AM by Patty Grega

How has the coronavirus pandemic affected alternative investments?

Apr 23, 2020, 00:00 AM by Patty Grega

Let me play the antidote to a lot of “new normal?” questions coming my way. It is important to stay methodical, thoughtful (as in historically curious), and realistic, and avoid those consultants and Twitterati whose role it is to ever pretend (and sell) the next new movement or thing.

Apr 21, 2020, 00:00 AM by Patty Grega

A coalition led by the Federation of Exchange Accommodators (FEA) will request that the IRS clarify further whether or not the extension period provided earlier (Rev Proc 2018-58) also applies.

Apr 15, 2020, 00:00 AM by Patty Grega

Darryl Steinhause, a partner with DLA Piper (US) LLP, joined with Daniel Cullen, a partner with Baker & McKenzie, LLP, and submitted a joint letter on April 14, 2020 (the “Letter”), requesting emergency relief on behalf of all Delaware Statutory Trusts that own real property (“DSTs”).

Apr 10, 2020, 00:00 AM by Patty Grega

The Internal Revenue Service issued Notice 2020-23 (the “Notice”) which provides relief to certain taxpayers as a result of the COVID-19 emergency.

Mar 23, 2020, 00:00 AM by Patty Grega

In response to the COVID-19 crisis currently sweeping the nation, real estate associations, including ADISA, are asking that the Treasury Department and Internal Revenue Service take administrative action to help ensure liquidity in real estate markets by delaying deadlines applicable to like-kind exchange that are currently underway.

Mar 14, 2020, 00:00 AM by Patty Grega

In light of the novel coronavirus (COVID-19) pandemic and the concerted efforts underway throughout the United States and across the globe to mitigate its spread, ADISA has made the difficult but responsible decision – in the interest of the health and well-being of our members and others – to cancel the 2020 Spring Conference in Orlando, Florida that was scheduled for April 6 – 8.

Mar 12, 2020, 00:00 AM by Patty Grega

ADISA (Alternative & Direct Investment Securities Association), the nation’s largest trade association serving the alternative investment and securities industry, has selected an industry leader to its 2020 board. Drew Dornbusch of LaSalle Investment Management will serve as a director through 2020.

Mar 9, 2020, 00:00 AM by Patty Grega

As you know, ADISA’s conferences are important events for the livelihood of the non-traded alternative investment space. Our 2020 Spring Conference (Orlando, April 6-8) is rapidly approaching, with registration ahead of pace compared to recent years, and our exhibit hall is nearly sold out. In short, we are planning for another successful event.