Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Bluerock Value Exchange Launches $39.4 Million 1031 Exchange BR Parkview Multifamily DST in the Atlanta Metro
Parkview multifamily offering represents BVEX’s 44th individual DST program and a continued focus of providing attractive, levered multifamily 1031 exchange investment programs.
iCapital® Announces Continued Investment in Leadership; Appoints Gary Gallagher as President
A seasoned executive with deep expertise in wealth management, industry architecture, and infrastructure, as well as asset management, will lead the company’s go-to-market activities.
Industry Veteran Named as CEO & President of Inland Investments
Mr. Fries will report to Tony Chereso, CEO and President of The Inland Real Estate Companies, LLC.
ExchangeRight Welcomes Betsy Ward as Senior Vice President of National Accounts
Ward brings over 30 years of experience in alternative investment distribution and capital formation.
Recent News
BlueGate Opens New Property in Christiana, Expanding Storage Solutions for Middle Tennessee RV and Boat Owners
BlueGate BlueGate, a leading owner, operator, and developer of recreational storage, has opened a new state-of-the-art facility in Christiana, Tenn., part of the Nashville...
SEI to Hold Investor Conference in New York City
SEI SEI Investments Company (NASDAQ:SEIC) will host its Investor Day in New York City for institutional investors and industry analysts on Thursday, Sept. 18, 2025, from...
SmartStop Self Storage REIT, Inc. Highlights AI Strategy at Ai4 2025, North America’s Leading Artificial Intelligence Conference
SmartStop SmartStop Self Storage REIT, Inc. (“SmartStop”) (NYSE: SMA), an internally managed real estate investment trust and a premier owner and operator of...
Bridging the Gap: Why Marketing and Sales Need to Work Together
Marketing Intent In the world of alternative investments, where complexity is the norm and advisor relationships are everything, your marketing and sales efforts can’t...
SEI Investments (Europe) Limited Makes Two Key Board Appointments
SEI SEI® (NASDAQ: SEIC) today announced that Diane Seymour-Williams has been appointed as Board Chair of SEI Investments (Europe) Limited (SIEL), and David Lawton has been...
ExchangeRight Strengthens National Accounts Team with Michele Drummond’s Promotion to SVP
ExchangeRight We are excited to announce the promotion of Michele Drummond to Senior Vice President of National Accounts, further enhancing ExchangeRight’s Distribution...
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Prospect Capital Schedules First Fiscal Quarter Earnings Release and Conference Call
The Company will host a conference call on Thursday, November 9, 2023 at 10:30 a.m. Eastern Time…
Higher Interest Rates and Nontraded REIT Refinancing
As of June 30, 2023, the weighted average interest rate on all NTR debt was 4.34%…These recent rates indicate that nontraded REITs seeking to refinance the debt principal are looking at significant rate increases on their borrowings.
An Interval Fund’s Portfolio Flexibility vs. a Nontraded REIT
The question we ask is, “If a nontraded REIT can only significantly shift its sector allocations by growing its assets or selling and reinvesting proceeds from sales, how flexible can it be in re-allocating to anticipated out-performing sectors?”
Inside the V(ALT), with Sumit Saraf
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Gold Leaf Farming LP Investment Overview [pdf]
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Gold Leaf Farming Firm Overview [PDF]
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2215 Hollywood brochure
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Jefferson Monrovia Station Brochure
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Rethinking Marketing To Advisors: A Tailored Approach
“It’s about being laser-focused. Targeting those genuinely intrigued by your offerings not only boosts your ROI but also increases the chances of them sharing your insights within their networks.”
Cantor Fitzgerald and Harbor Group International Expand Relationship with Joint Venture to Acquire Westchester Multifamily Community
“Avalon Mamaroneck offers an attractive, well-located housing option situated in the affluent area of Westchester County’s Gold Coast,” said Yisroel Berg…”We are thrilled once again to partner with Cantor Fitzgerald to acquire a high-quality asset.”











