Asset Manager News & Perspectives

December 12, 2017

FS Investments Announces Partnership with KKR

FS Investments, a leading alternative investment manager, and KKR, a leading global investment firm, today announced that they have entered into an agreement to create the largest business development company (BDC) platform, with $18 billion in combined assets under management.

December 11, 2017

JLL Income Property Trust Celebrates Five Years: A Conversation with Allan Swaringen

After building an admirable track record providing pension funds and endowments with high quality, diversified core real estate, industry giant LaSalle Investment Management saw an opportunity to bring its 40 years of institutional experience to individual high-net-worth investors.

December 11, 2017

Why private equity wants a piece of the RIA market

Several factors, including consolidation in the independent advice industry and PE's own growing mountain of cash, are fueling the zeal to invest

December 11, 2017

Corporate Capital Trust II to Suspend Offering, May Change Advisor

On December 11, the board of trustees of Corporate Capital Trust II, a business development company (BDC) that invests in the debt of privately owned American companies, announced that the fund intends to suspend its offering to new investors effective January 10, 2018.

December 11, 2017

Lightstone Value Plus REIT V Announces $7.98 NAV Per Share

The board of directors of Lightstone Value Plus Real Estate Investment Trust V Inc., (formerly Behringer Harvard Opportunity REIT II, Inc.) a publicly registered non-traded REIT, determined and approved an estimated net asset value per share of $7.98 for the company’s common stock, as of September 30, 2017.

December 11, 2017

Marketing 101 for Financial Advisors

In the financial services industry where pretty much everything you’re “allowed” to do is strictly regulated, achieving great marketing becomes even more of a challenge.

December 10, 2017

Commonwealth’s John Rooney Comments on NTR Industry’s Status

Most industry professionals seem to believe something has to give.

December 8, 2017

Industry Veteran, Brian Buehler, appointed CEO of Triton Pacific Securities, LLC

Triton Pacific Capital Partners, LLC, a private equity firm with asset and investment management services, has appointed 20+ year veteran Brian Buehler as new CEO of Triton Pacific Securities, LLC, the managing broker-dealer for Triton Pacific’s suite of investment offerings.

December 8, 2017

What’s Ahead for Non-Traded REIT Sector? Rebound Expected in 2018 Driven by Large Institutions, Small Investors Alike

The amount of funds raised by non-traded REITs is expected to hit a 15-year low for 2017 amid increased federal regulatory scrutiny and pressure on companies to reduce their fee structures and increase transparency into their operations.