Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Why Choose a REIT Over Other Investment Vehicles?
In this short clip, Andrew Deck reflects on a private equity manager’s unique view of success — when educating investors leads them to realize an opportunity isn’t the right fit.
Driving Growth with Unified Marketing and Sales Messaging
Even minor inconsistencies between what marketing conveys and what your sales team communicates can reverberate throughout client interactions.
SEI Increases Stock Share Repurchase Program by $650 Million
The move increases the available authorization under the program to approximately $773.2 million.
Alts & Answers: Awakening Wealth Advisors to Private Market Possibilities
As part of our expanded approach to advisor engagement, we’re generating cross-country conversations about alts and sowing seeds of knowledge as we travel from one city to the next.
Recent News
Inside the VALT with Fred Hubler of Creative Capital Wealth Management Group – Part 1
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Alts Providers Partnering Up To Capture $1 Trillion In Assets, Cerulli Says
Christopher C. Williams | Bluerock Alternatives providers and asset managers are leaning into a familiar business strategy to capture potentially $1 trillion in retail...
Leitbox Storage Partners Acquires Asset in Maryland
Leitbox Storage Partners Leitbox Storage Partners, “Leitbox”, a self-storage investment and development platform based in Birmingham, Alabama, announced today, the...
Industrial Sector Projected To Outperform All Property Types Through 2028
Bluerock While it appears that overall commercial real estate values are near their low point in Q3 2024, projections for value appreciation among major property types...
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...
Eagle Point entities sell ACRES commercial realty preferred stock worth over $144k
Investing.com | Eagle Point Investors in ACRES Commercial Realty Corp. (NYSE:ACR) may be interested to learn that Eagle Point Credit Management LLC and Eagle Point DIF GP I...
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Brandon Hunt: Is 80/20 the new 60/40?
In this video clip from the panel webinar, 2022 Cerulli/Blue Vault Alts Survey Results: How Advisors Are Adapting, Brandon Hunt (StratCap) outlines the changes in the market in recent years that has led to a greater interest in alternative investments.
July 2022 Reported Nontraded REIT Sales Down 11.7% from June
Blue Vault received July 2022 sales totals for eleven nontraded REIT program offerings as of August 16, 2022…
U.S. Apartment Construction Remains Near 50-Year High, Led By New York
U.S. apartment construction is still on a hot streak, with 420,000 units set to deliver by the end of 2022, nearly as many as…
Capital Square Acquires Multifamily Community Near Washington, D.C. for DST Offering
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily communities…
US Pension Funds Up Real Estate Exposure to Offset Rising Risks
U.S. public pension funds are increasing their allocations to real estate in an effort to hedge against volatile market…
Four Ways To Communicate With Clients Amid Market Volatility
Four Ways To Communicate With Clients Amid Market Volatility August 2, 2022 | Abby Salameh, Chief Marketing Officer, CAIS & Head of CAIS IQ | Forbes If you’ve been paying attention to the news lately, you’ve probably heard the word “recession” being thrown around....
Recession and Resilience: Looking to Leading Indicators
Recession and Resilience: Looking to Leading Indicators August 5, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS The Fed continues navigating what appears to be an ever-finer line between a hard and soft landing for the U.S. economy. We look past the...
Cherie Fournier: Results of the Cerulli/Blue Vault Alts Survey as an Educational Tool
In this video clip from the panel webinar, 2022 Cerulli/Blue Vault Alts Survey Results: How Advisors are Adapting, Cherie Fournier…
Daniil Shapiro: Development & Deployment of the Cerulli/Blue Vault Alts Survey
In this video clip from the panel webinar, 2022 Cerulli/Blue Vault Alts Survey Results: How Advisors are Adapting, Daniil Shapiro (Cerulli)…
Cantor Fitzgerald and BH Acquire Multifamily Asset in Lenexa, Kansas
“We are excited to add Kansas City to our growing national portfolio with the purchase of West End at City Center,” said Matt Keefer, Managing Director at Cantor Fitzgerald.










