Category Archives: Inland

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.