Category Archives: Sponsors

Inland Investments Selects AIX Platform to Power End-to-End Digital Processing of Alternative Investment Offerings

Inland Investments Selects AIX Platform to Power End-to-End Digital Processing of Alternative Investment Offerings

Alternative investments platform provides seamless point-and-click experience for Inland Investments’ wealth management partners

May 10, 2021

Philadelphia, PA, May 10, 2021 – Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, announced that Inland Real Estate Investment Corporation (“Inland Investments”) has selected the AIX platform as one of its electronic platform providers to onboard new funds and streamline its alternative investment processes. Powered by the AIX platform, Inland Investments’ new investing portal offers a more seamless experience to its independent broker-dealer and advisor partners.

As a sponsor of alternative public and private real estate securities, Inland Investments provides opportunities for individuals to invest in a variety of real estate investment solutions. Inland Investments and its affiliates are involved in almost every aspect of commercial real estate and have been proponents of innovation in the alternatives industry. Since inception, it has sponsored 784 real estate investment programs serving more than 490,000 investors across all major commercial real estate sectors.

“Inland Investments remains committed to advancing the client experience for our diverse product offerings. The industry is improving investment processing efficiencies and minimizing tedious paperwork, high NIGO rates, and compliance delays,” explained Phil Graham, EVP Strategic Relations at Inland Securities Corporation, dealer manager for Inland Investments. “We believe AIX and Inland Investments share the same objective – to provide an exceptional end-to-end digital investment experience.”

The AIX platform is an easy-to-use alternative investments system that enables an entirely digital investing experience. By removing the tediousness tied to stacks of paperwork, manual data entry, and reconciliation (and hours wasted on re-keying data), the historical objections across the alternative investing ecosystem have been solved. In addition to addressing inefficiency, AIX helps to de-risk the alternative investing process by incorporating real-time validation of requirements such as AI Insight training status, concentration limits, and state suitability.

“Inland Investments’ deep expertise in alternative investment operations and the flexibility of AIX’s technology platform make it possible to elevate the wealth manager’s investing experience to new levels,” said Brad West, COO of AIX. “We are excited to partner with Inland Investments to offer intuitive, streamlined subscription solutions for its diverse product offerings, which include real estate investment trusts, 1031 exchanges, opportunity zones, and private placements.”

About AIX

Alternative Investment Exchange (AIX) is an end-to-end digital platform purpose-built to improve the processes related to buying, owning, and selling alternative investments. AIX’s technology reduces friction, mitigates risk, and creates value across all alternative investing stakeholder groups – wealth managers, asset managers, custodians, transfer agents, and fund administrators. By evolving beyond documents to make data the connective tissue between alternative investment players, AIX makes it easier to conduct business and accelerate industry growth. For more information, please visit aixplatform.com or LinkedIn: linkedin.com/company/aix-alternative-investment-exchange.

Media Contact:
Mark Tordik
Broadpath
+1 215-644-6503
mtordik@broadpathpr.com

 

Inland Investments Adds Altigo to Support Electronic Processing of Alternative Investment Products

Inland Investments Adds Altigo to Support Electronic Processing of Alternative Investment Products

October 13, 2020

Richmond, VA — WealthForge announced today that they have signed an agreement with Inland Real Estate Investment Corporation (“Inland Investments”), one of the nation’s largest sponsors of alternative public and private real estate securities and a part of The Inland Real Estate Group of Companies, Inc. (“Inland”), to utilize Altigo, WealthForge’s electronic processing technology. In 2019, Inland entities collectively raised more than $1.2 billion of capital through their wholesale distribution company, Inland Securities Corporation.

Inland Private Capital Corporation (“IPC”), a subsidiary of Inland Investments and the industry leading securitized 1031 exchange sponsor offering multiple-owner, tax-focused, private placement investments as well as Qualified Opportunity Zone investments throughout the U.S., will leverage Altigo to support its initiative to digitally process its alternative investment product offerings.

“Creating a more investor-centric experience through the use of electronic investment processing is where the industry is headed—and quickly. We’re committed to being at the forefront of this innovation for both our distribution partners and our investors,” says Keith Lampi, president and chief operating officer of IPC.

With the addition of Inland Investments’ programs, Altigo now represents more than 80% of the entire securitized 1031 market by volume based on 2019 raise amounts of sponsors on the platform. This number speaks to an overall trend of increasing adoption of Altigo since its release a little over a year ago. During that time $150 million has been transacted through the platform and agreements have been signed with several other sponsors and independent broker-dealer firms, expanding both its product availability and user-base.

“The alternative investments market can’t reach its full potential until there is wide adoption of technology across the industry. It takes leaders like Inland Investments to break down barriers and show what is possible in terms of efficiency and scalability. We are excited to be working with such an innovative group,” says Bill Robbins, CEO of WealthForge.

Altigo enables broker-dealer and RIA firms to digitally access and assist their clients in subscribing to alternative investment products from sponsors like Inland Investments via an intuitive online platform. Features like the transaction-activity dashboard, electronic signature and the ability to pull investor data from an integrated CRM or previously completed investment into a new subscription are designed to create productivity improvements and operational efficiencies, speeding up the process and saving money for both wealth managers and sponsors alike.

 

About Inland Real Estate Investment Corporation and The Inland Real Estate Group of Companies, Inc.

Inland Real Estate Investment Corporation is a sponsor of real estate securities and a part of The Inland Real Estate Group of Companies, Inc. The Inland Real Estate Group of Companies, Inc., headquartered in Oak Brook, Illinois, is one of the nation’s largest commercial real estate and finance groups, engaged for more than 50 years in the diverse facets of real estate such as property management, leasing, marketing, acquisition, real estate brokerage, development, redevelopment, construction, real estate financing and other related services. The Inland Real Estate Group of Companies, Inc. is comprised of independent legal entities, some of which may be affiliates, share some common ownership or have been sponsored and managed by such entities or subsidiaries thereof. The Inland name and logo are registered trademarks being used under license. For more information, visit www.inland-investments.com.

 

About Inland Private Capital Corporation

Inland Private Capital Corporation (IPC), headquartered in Oak Brook, IL, is a privately held, industry-leading alternative investment management firm, with an investment focus spanning across a broad range of asset types. As of June 30, 2020, the firm had sponsored 259 private placement real estate offerings, with investments and developments in the multifamily, self-storage, hospitality, healthcare, student housing, retail, corporate office, senior living, and industrial sectors. Many of IPC’s offerings have been designed for investors seeking replacement property to complete an IRS Section 1031 exchange. IPC is recognized as the largest provider of securitized 1031 exchange opportunities in the country, with assets under management (AUM) of more than $8 billion, which includes a diverse national footprint of properties, spanning 43 states across various sectors.

 

About WealthForge

WealthForge provides technology solutions developed by experienced regulatory professionals to streamline investments into alternative securities. The company’s electronic investment processing platform, Altigo was built to address common industry roadblocks, enable marketplace connections, and facilitate alternative investment transactions between wealth managers and sponsors. With over a decade of experience processing alternative investments and developing technology solutions, WealthForge has built a reputation as an innovator in market. To learn more, visit www.wealthforge.com.

Going the ‘Last Mile’

Going the ‘Last Mile’

August 29, 2018 | Beth Glavosek | Blue Vault

It’s no secret that e-commerce has taken off exponentially, and part of what drives consumers’ online shopping behaviors is the ability to receive products quickly.
 
Getting products delivered in as timely a manner as possible requires “reducing the friction.” In a broad sense, this friction includes any obstacle that would discourage customers’ purchases or cause them to abandon items in an online shopping cart.
 
Speed of delivery is certainly part of the buying decision process. That’s why e-commerce is a strong and growing industrial demand driver in the current market. Storing goods closer to the end user obviously decreases the amount of time that they’re spent in transit.
 
Demand projections
According to the latest report from the U.S. Census Bureau, e-commerce is growing in the double digits year over year. Each quarter since early 2017 has posted a 15%-16% increase over the same quarter the previous year.
 
With e-commerce sales currently accounting for 9.6% of all retail sales and growing, demand for industrial facilities continues to increase. In fact, it’s been said that online retail fulfillment centers require three times the square footage of warehouse space as traditional warehouses used to stock stores. In addition, bricks and mortar retailers are also investing in their supply chains to improve distribution channels.
 
Going the ‘last mile’
Supply chains have traditionally relied on ‘bulk’ suburban centers that are larger in size (typically more than 500,000 square feet) and are in regional or national/global locations outside urban core areas. These are your large buildings with high ceiling heights and deep truck bays.
 
While there’s still a need for bulk warehousing, light industrial buildings are providing more nimble coverage of heavily populated cities. These warehouses are closer in proximity to the urban core and are smaller, narrower buildings that can more easily deliver efficient last mile service. In most cases, the customer lives near the facility.
 
In an in-depth look at last mile delivery, Supply Chain Dive identified city warehouses as one of the trends and solutions for delivery demands and eliminating ‘friction’ between initial purchase to package drop-off.
The report cited Amazon Prime as a major disruptor and stated that “there were at least 58 Amazon Prime Now hubs in the U.S. last year for customers demanding same-day instant delivery. The growing trend is for companies to build or take advantage of this urban warehouse space and have easy access to products for fast customer deliveries.”

Recent activity among nontraded REITs
On March 9, 2018, Blackstone REIT acquired a 22-million square foot industrial portfolio for approximately $1.8 billion.  The Canyon Industrial Portfolio consists of 146 last-mile infill warehouses and distribution buildings concentrated in Chicago, Dallas, Baltimore/Washington DC, Los Angeles/Inland Empire and South/Central Florida. The tenants include Amazon, FedEx, DHL, Fiat Chrysler, and the US Government. The last-mile industrial market is a coveted asset class, outperforming the bulk industrial market thanks to the rising demand created by e-commerce, tighter supply chains and population growth in urban areas.
 
Cole Office & Industrial REIT (CCIT II) derives 12% of its lease income from Amazon.com. It owns an Amazon distribution center in Petersburg, Virginia, and an Amazon distribution center in Ruskin, Florida.
 
Since January 2018, other nontraded REITs have completed nine transactions to acquire warehouse/distribution centers encompassing a combined 3.3 million square feet of leasable area. The REITs and the number of transactions include Black Creek Industrial REIT IV (3), RREEF Property Trust (3), Griffin Capital Essential Asset REIT (2), and Cole Real Estate Income Strategy (Daily NAV) (1).
 
Recent Activity Source: Blue Vault