Alternative Investing Report - May 8, 2026

*as of 5/7; Sources: S&P, BTC, FTSE, DJRE, 30YM

Broadridge (NYSE: BR)
Current Share Price: $152.89 ($17.68 billion market cap)

• I look at public financial plumbing - companies that are unseen, unheard, but connected to everybody in the industry

• They are in the best position to continue to drive innovation

• Most people don’t think about Broadridge, but it is core to institutional finance

• Its connectivity and scale positions the company to deploy new technology without having to build new relationships

Here’s a list of our past expert investment picks.

Alan Konevsky is CEO and a board member of tZERO, a pioneer in blockchain innovation for the financial markets. Appointed CEO in September 2025, Alan leads the company’s strategy to scale a regulated platform for tokenized securities, RWAs and other digital assets, spanning capital raising, secondary trading and custody. With more than 25 years of experience across financial services, technology, payments, and law, Alan previously held senior roles at Mastercard, Goldman Sachs, and Sullivan & Cromwell.

Join Vincent's Adam Katz and Eric Cantor for a comprehensive overview of multifamily real estate investing, including key metrics, market trends, and a detailed analysis of a live deal in Grand Rapids, Michigan. Perfect for investors looking to understand the nuances of multifamily investments and current market opportunities.

🏢 Multifamily vacancies drop: Rental demand outstripped new supply in Q1, pushing the national vacancy rate down to 4.8%. Sixty-three of the sixty-nine tracked markets showed positive net absorption rates, with Honolulu and New York showing the lowest vacancies.

🤖 DeepSeek’s first funding round: The Chinese AI startup is reportedly seeking to raise a round of more than $3 billion at a valuation of up to $50 billion, well above previous reports of a $20 billion valuation a few weeks ago.

🏡 America’s hottest neighborhoods: The top two zip codes in the country by year-over-year growth in listing views and Redfin’s “Compete Score” are in Land O’ Lakes, FL, and Plant City, FL, both suburbs of Tampa. Six of the top ten overall are in Midwestern suburbs, as affordability and proximity to major cities is winning out.

🪙 a16z’s new crypto fund: The VC firm raised its fifth crypto-related fund, bringing in $2.2 billion of capital, even as crypto VC investing has declined in Q1, and much of the fervor around the space has shifted to other sectors, like AI and prediction markets.

🚀 April’s new unicorns: There were 28 new startups that exceeded a $1 billion valuation in April, 26 of which are related in some way to AI, including a pair of next-gen AI companies - Ineffable Intelligence and Recursive Superintelligence. Six of the companies are in the robotics sector, which remains one of the hottest in the Pre-IPO landscape.

⌚ Geneva watch auction: Next week, Christie’s is holding its Rare Watches sale in Geneva, Switzerland, with the centerpiece item being a Patek Phillippe watch that belonged to legendary music producer Quincy Jones and carries a high estimate of $1.8 million.

Monday: 🏡 Top housing markets, 🤖 Military AI deals
Tuesday: 💵 Global M&A report 🪙 Bitcoin hits $80K
Wednesday: 🏡 Best markets for grads, 🚀 Fervo Energy IPO
Thursday: 🪙 Pre-IPO mirror tokens, 💵 SEC investigating private credit

Have a great weekend!