Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Building Strong Marketing Foundations for Alternative Investments
Financial advisors may navigate an ever-expanding universe of offerings, but what they truly seek is clarity: a concise understanding of how your fund works, how it performs, and how it fits into a client’s financial picture.
iCapital® Expands Global Footprint with New Office in the United Arab Emirates
Strategic presence at Abu Dhabi Global Market reinforces iCapital’s strong commitment to the Middle East and enhances regional access to private markets.
CIM Group Named Infrastructure Manager of the Year by Insurance Investor
CIM Group was also shortlisted for Real Estate Manager of the Year, underscoring the firm’s growing influence and leadership in insurance for both its real estate and infrastructure strategies.
Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
Nine in 10 advisors now allocate to alternative investments and nearly half of respondents dedicate more than 10% of client portfolios, with demand growing from non-accredited clients.
Recent News
Deferred Tax Liability Podcast Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about how to handle the deferred tax liability with the narrowing time gap in this podcast...
Inside the VALT with Jay Frank of Cantor Fitzgerald Asset Management
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What percentage of total industry assets were made up by the ten largest interval funds?
Answer: The ten largest interval funds made up 70.3% of total industry assets, led by Cliffwater Corporate Lending Fund (22.5%), ACAP Strategic Fund (13.8%), and Bluerock...
Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.
Vistra Vistra, a leading provider of essential business services that help organizations to invest and grow efficiently and compliantly across the world, today announced its...
Inland Appoints Jovan Marconi as Chief Information Officer
Inland Real Estate Group The Inland Real Estate Group, LLC (together with its affiliate companies “Inland”), one of the nation’s largest commercial real estate and finance...
Go Store It Acquires State-of-the-Art Self Storage Facility in Oak Ridge, Tennessee
Go Store It Self Storage Go Store It Self Storage, an affiliate of Madison Capital Group, has acquired a modern 54,565-square-foot self-storage facility at 500 Scarboro Lane...
More articles…
ExchangeRight’s 2021 Performance Update
In this video clip from Alts Week 2022, Warren Thomas (Managing Partner for Exchange Right) gives a 2021 performance update…
Bluerock’s Sale to Blackstone
In this video clip from Alts Week 2022, Josh Hoffman (President, BVEX Managing Director, Marketing & Due Diligence for…
Hines Global Pays $145M for Houston Tower
In a $145 million deal, Hines Global Income Trust, a division of Hines, has acquired 200 Park Place, a 206,000-square-foot…
Cantor Fitzgerald Income Trust, Inc. Closes $118 Million Dollars in Real Estate Related Acquisitions
Chris Milner, President of CF Income Trust, stated, “We have been active, thus far in 2022, and continue to execute on our high conviction themes of acquiring well-located multifamily properties and net lease assets with strong tenants.”
JLL Income Property Trust Acquires Retail Center in Durham, NC
JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with…
How 721 Exchanges Can Be Used as an Exit Strategy for Delaware Statutory Trust 1031 Exchanges
How 721 Exchanges Can Be Used as an Exit Strategy for Delaware Statutory Trust 1031 Exchanges July 25, 2022 | Dwight Kay | WealthManagement This structure allows holders of real estate to exchange real property for economic interest in the REIT in the form of...
Has CRE Momentum Shifted to the Suburbs?
In this video, John Chang, Senior VP Director of Research Services for Marcus & Millichap, discusses the following points…
Altigo Surpasses $2B in Transactions
A key benefit that sets Altigo apart from other platforms is the team behind it and its commitment to client experience.
Continuously Offered Nontraded REITs Continue Outperformance
Total returns to shareholders in continuously offered nontraded REITs in June were positive for the 29th of the last 30 months…
Capital Square and Method Co. Announce Groundbreaking of New ROOST Apartment Hotel in Charleston
Capital Square and Method Co. Announce Groundbreaking of New ROOST Apartment Hotel in Charleston July 21, 2022 | Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily...









