AIRE honored in InvestmentNews • Marcus Evans Conference • Private Credit • Tax Season Updates
Monthly AIRE Perspectives – March 2026
Dear Friends and Valued Clients,
Please see below for The MAP – Monthly AIRE Perspectives for this month.
AIRE Honored in Investment News “Top 100 Financial Professionals in US” Issue
We are proud to have been honored in the most recent issue of Investment News featuring the Top 100 Financial Professionals in the United States. You can click here for the article.
Sharon Nassir at Marcus Evans Conference
AIRE President Sharon Nassir recently moderated a panel on family succession planning at a major industry conference, bringing clarity and perspective to a meaningful discussion about planning for the future. Her leadership helped shape a practical and insightful conversation around issues that are increasingly important to clients and their families.
Private Credit Resources and Information
With the recent focus on private credit in the news, we would like to share with you various resources on the topic. You can click on the links below to read these insightful articles.
AIRE Advisors held a client event with Blue Owl Principal Katie Fowler. The recording of the event is awaiting Blue Owl’s compliance approval, but should be available next week. Please reach out to us if you would like a copy of the recording and we will send it to you once approved.
Blue Owl’s senior leadership will hold a web event open to clients this coming Tuesday at 11am PT / 2pm ET. They will discuss the Blue Owl Credit Income Corp and review performance, portfolio updates, and the current market environment. Please click here to register for the event.
Perspectives from Blackrock: Private Credit Defaults: The Data Behind the Headlines.
Goldman Sachs Views on Private Credit – Read More
Tax Season Updates
For clients who own investments with K-1 tax reporting, we generally recommend paying your estimated taxes by April 15th, but filing for an extension. Below are the estimated dates for K-1 reporting on a number of our most widely-held K-1 investments. Beginning this year, our team will send each of you a tax package with all of your 1099 and K-1 reports once we have gathered all of them for each client.
CMMTP-2
Estimated availability by early April; finalized by the end of June.
Corry Capital
Available by the end of August. Estimated tax report to come soon.
Lotus Group
Available by the end of March.
Thorofare
Available by April 10th.
KKR-INFRA
Available by March 15th.
Carlyle
Estimated availability by early April; finalized by mid-July.
Millennium Fund II
Estimated availability by March 27th ; finalized by April 20th.
Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.
The commentary and opinions expressed in our articles on this page reflects the personal opinions, viewpoints and analyses of the AIRE Advisors, LLC employees writing the article. The articles on our website should not be regarded as a description of advisory services provided by our firm or performance returns of any AIRE Advisors, LLC’s clients. Any past performance discussed in these articles is no guarantee of future results. The views reflected in the articles are general in nature and made to provide education about the financial industry. These views and opinions are subject to change without notice. Any mention of a particular security, sector, and related performance data is not a recommendation to buy or sell that security or in that sector. Our firm manages client accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the articles. To determine what kind of investments may be appropriate for you, please consult your financial advisor prior to investing. Also, please note that all investing involves risk and the possible loss of principal capital.
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