Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Ares Makes Significant U.S. Data Center Investments in Northern Virginia
Transactions underscore acceleration of Ares’ vertically integrated digital infrastructure investment capabilities.
SEI Honors Founder Alfred P. West, Jr. as He Retires from Executive Chairman Role After 57 Years of Innovation
Board appoints Independent Director Carl A. Guarino as Chairman as part of planned transition
Eagle Point Closes $30 Million Financing with Circular Services
The tailored financing reflects Eagle Point’s disciplined underwriting, focus on strong asset coverage and commitment to designing capital solutions that enhance long-term value creation for investors.
$65.9 Million Net-Leased Portfolio 70 DST Fully Subscribed, Strengthening Essential Income REIT Pipeline
The portfolio comprises 15 long-term net-leased properties diversified across 14 markets in 11 states and 198,723 square feet.
Recent News
Part 1 with Fred Hubler: How to Apply the Lessons
Fred Hubler of Creative Capital Wealth Management Group talks about how to apply the lessons from RBA in this podcast clip....
Part 1 with Fred Hubler: Inventory of a Week
Fred Hubler of Creative Capital Wealth Management Group talks about one of the steps in the RBA process – taking an inventory of your week in this podcast...
Part 1 with Fred Hubler: Why RBA?
Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast...
Inside the VALT with Fred Hubler of Creative Capital Wealth Management Group – Part 1
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Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update 8-29-2024
Blue Vault will publish 37† Nontraded REIT Individual Performance Pages (IPPs) for Q2 2024 and provide data for four additional REITs with limited operations. These nine NTR...
Blue Vault 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports
As alternative investments continue to be understood better and utilized more by wealth advisors, it’s becoming more apparent that alternative investments no longer...
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SS&C Acquires Tier1’s CRM Business
SS&C Acquires Tier1’s CRM Business August 23, 2022 | SS&C SS&C Technologies Holdings, Inc. announced it has acquired the sell-side Tier1 CRM business and related assets from Tier1 Financial Solutions in an all-cash transaction. Tier1 CRM is a leading...
iCapital® to Acquire US Alternative Investments Feeder Fund Platform from UBS
iCapital® to Acquire US Alternative Investments Feeder Fund Platform from UBS August 23, 2022 | iCapital iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and UBS...
Home prices fell for the first time in 3 years last month – and it was the biggest decline since 2011
Home prices declined 0.77% from June to July, the first monthly fall in nearly three years, according to Black Knight…
Finding An Apartment Is Hard. Finding Workers For Those Apartments Is Much Harder
Any renter searching for an apartment, or retiree trying to choose a senior living home, can attest to the remarkable…
Marcus & Millichap Research Report: Housing Affordability
Fight against inflation derails single-family housing. The pandemic and ensuing lifestyle changes dramatically impacted the single-family market…
Bluerock Residential Growth REIT and Blackstone Real Estate Announce Anticipated Closing Date of Acquisition and Spin-Off
Bluerock Residential Growth REIT, Inc. (NYSE American: BRG) (the “Company”) and Blackstone Real Estate (“Blackstone”) today announced that the…
Sealy & Company Strengthens Louisiana Portfolio with 55,500 Square Foot Industrial Property in Lake Charles, LA
“We are excited to expand our portfolio in Louisiana with this acquisition…”
Bill Leitner: Liquidity & Capital Preservation
In this video clip from Alts Week 2022, Bill Leitner explains how liquidity and capital preservation has led to Leitbox’s success…
In how many months of the past 31, thru July 2022, was the median total return to shareholders in continuously offered nontraded REITs negative?
In how many months of the past 31, thru July 2022, was the median total return to shareholders in continuously offered nontraded REITs negative? Answer: The median return to shareholders in continuously offered nontraded NAV REITs was negative only in March 2020, once...
Monthly Total Returns to Continuously Offered NTRs Cool Off in July
After 23 consecutive months of median total returns exceeding 0.50% for the 13 continuously offered nontraded REIT programs with monthly NAVs…








