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December 22, 2023
Topic
December 22, 2023
December 20, 2023
Pacific Oak Capital Markets Hires Elijah Davis as Senior Regional Vice President for the Four Corners Territory
Pacific Oak Capital Markets Pacific Oak Capital Markets, LLC, an alternative investment distributor, announced today that financial services industry veteran Elijah Davis has joined the company as senior regional vice president. In his new position, Davis will be responsible for building and maintaining relationships with financial intermediaries throughout Arizona, Colorado, Nebraska, New Mexico and Utah.…
December 20, 2023
How One Private Real Estate Firm is Attempting to Court Financial Advisors
CIM has split its wealth-focused team into three groups so that each group can pursue relationships with a particular segment of the wealth management industry, including broker/dealers, wirehouses and RIAs...
December 20, 2023
Wealthtech Addepar Surpasses $5 Trillion of Client Assets Managed on its Platform
For the $5 trillion of assets tracked on the platform, approximately 60% are in marketable securities that are held at custody banks.
December 19, 2023
Triton Pacific Affiliate Acquires 17 Dunkin’ Restaurants and a Central Manufacturing Facility in Vermont
"Dunkin' is a well-established leader in the quick service restaurant industry, especially in the Northeast, where there is an extremely loyal customer base.
December 18, 2023
Report: CRE Expected to Improve in 2024 Amid ‘Enticing Investment Landscape’
There’s no denying that the current market is still challenging for property owners and their investment partners.
December 18, 2023
Alternative Investment Exchange (AIX) Enters Partnership with Virtus Real Estate Capital
With AIX, investors can now monitor their positions and access distribution and capital-call notices, account statements, and K-1s, all from a single portal.
December 18, 2023
Sharp Shooters Still Need To Nurture
While sharp shooting may imply a hyper-focused approach, it does not mean that relationships are already built and that existing relationships don’t need ongoing nurturing...
December 14, 2023
GTIS Partners Announces Third Opportunity Zone Investment with Collett Industrial in South Carolina
The site is considered an Opportunity Zone within the Charlotte MSA, and is expected to be developed into approximately 850,000 to 930,000 square feet of industrial warehouse space across two phases.
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The alternative investments industry is
expected to grow to $17 trillion by 2025.
