Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
From Email Sends to Meaningful Engagement: Why Marketing Automation Needs a Human Strategy
Alternative investment firms need multiple touchpoints to help advisors understand their firm, their offerings, and their broader market perspective.
CIM Group, Centennial Yards Company, and The Drew Company Announce Partnership to Bring Award-Winning Virgin Hotel to Downtown Atlanta
This landmark project joins Virgin Hotels’ global portfolio of iconic urban hotels, including New York, Edinburgh, and its most recent homecoming in London.
Blue Vault Completes Publication of all Q4 2025 Nontraded REIT Performance Reports
Blue Vault’s research keeps you informed about Nontraded REIT performance.
Bluerock Value Exchange Fully Subscribes $71 Million Diversified Industrial Portfolio 6 DST
Bluerock also reported more than $3 billion in past and current 1031 exchange programs.
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Recent News
Capital Square Acquires Active Adult Build-For-Rent Community Near San Antonio, Texas, for New DST Offering
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing...
Manulife John Hancock Investments Launches New Active ETF Targeting Select Value Opportunities
Manulife Manulife John Hancock Investments today will launch John Hancock Disciplined Value Select ETF (NYSE Arca: JDVL), a concentrated U.S. value portfolio and the second...
SS&C Technologies integrates wealth offerings into single platform
SS&C via GlobalData SS&C Technologies Holdings has introduced SS&C Black Diamond Wealth Solutions, consolidating various wealth management functions into one...
Leitbox Storage Partners Completes Self-Storage Facility in Charlottesville, VA
Leitbox Storage Partners Leitbox Storage Partners has completed construction on its latest ground-up self-storage facility in Charlottesville, Virginia. The project, which...
Eagle Point Closes $18 Million Project Financing for Cross Trails Battery Energy Storage System (BESS), Supporting Grid Resiliency in Texas
Eagle Point Credit Eagle Point Credit Management LLC (“Eagle Point”), a private credit investment manager, announced today that it has provided $18 million in project...
KKR Announces Offering of Senior Notes
KKR KKR & Co. Inc. (“KKR”) (NYSE: KKR) today announced that it has commenced an offering of senior notes (the “notes”), subject to market and other conditions. The notes...
More articles…
Leitbox Storage Partners Hires Chief Operating Officer
“Kevin is another high-quality talent addition to the team. His 18+ years as a transactional lawyer, coupled with the organizational history of developing high performance teams, made him a natural fit. Kevin is the perfect complement to our team…”
Which continuously offered nontraded REIT had the highest distribution yield as of December 2022?
Which continuously offered nontraded REIT had the highest distribution yield as of December 2022? Answer: The continuously offered nontraded REIT which had the highest distribution yield was FS Credit Real Estate Income Trust, Inc. The distribution yield for Class I...
CIM Group Provides More Than $3.8 Billion in Commercial Real Estate Loans in 2022
“CIM Group’s team of experienced professionals, knowledgeable in all aspects of commercial real estate, and in market conditions across the country, positioned us to evaluate and process loans on all types of assets in a changing lending environment…”
Capital Square Completes Acquisition of Brighton Woodstock Build-for-Rent Townhome Community in Atlanta Submarket of Acworth
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer…
Apollo’s Zelter on SPG Deal, Fourth-Quarter, Credit Strategy
James Zelter, co-president and chief investment officer of credit at Apollo Global Management, discusses the alternative asset manager’s…
It’s Time to Seriously Consider a Documentation Management Tool
It’s Time to Seriously Consider a Documentation Management Tool February 22, 2023 | Debbie Miller | Docupace Documentation management tools are a must for any wealth management business that wants a robust digital presence. And if that isn’t you yet, it should be. In...
‘Everything Is Frozen’: CMBS Bond Volume Falls By 85%
The issuance of commercial mortgage bonds has taken a sizable hit as buyers and lenders react to the fallout…
Welton Investment Partners Announces Partnership With iCapital®
Welton Investment Partners Announces Partnership With iCapital® to Provide the Wealth Management Community With Access to Its Multi-Strategy Macro Program February 15, 2023 | iCapital Welton Investment Partners (Welton), the alternative investment manager focused on...
When Might “Golden Vintages” Appear in Private Markets?
When Might “Golden Vintages” Appear in Private Markets? January 24, 2023 | CAIS In our previous analysis, we found that private equity funds that deployed capital in relatively lower valuation environments and recessionary environments tended to outperform those...
Creating A Powerful Fact Sheet
Creating A Powerful Fact Sheet February 22, 2023 | Marketing Intent If you’ve seen one fact sheet, you’ve seen them all. Stats are crammed in and there’s no white space. That poor fact sheet is trying to fit every little bit of information about your product into one...
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