Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Everything Everywhere All At Once – Now Tokenized
These assets can also be bought, traded, and sold between investors on blockchain platforms.
Recent News
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...
Watch: Investors Fully Subscribe ExchangeRight’s All-Cash 3 DST with 5.15% Current Cash Flow
ExchangeRight Watch Now ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that investors have fully...
LRT Company Fully Subscribes Nearly $17 Million DST Offering of 50-Year Ground Lease in Orlando, Fla. Suburb
LRT Company LRT Company, an opportunistic development firm and sponsor of Section 1031 investment offerings, announced today that it has fully subscribed its Regulation D...
KKR: Fundraising from Wealth Channel Accelerates
David Bodamer | WealthManagement.com Alternative asset manager KKR & Co. reported growing momentum in its investment funds aimed at retail investors and advisor clients...
More articles…
The Portfolio Re-Balancing Conundrum
During the May 20 Blue Vault Webinar entitled “Can Real Estate Performance be Sustained in a Recession?” Adam Lotterman…
KKR, Dalan Management Closed $225 Million Apartment Purchase in Brooklyn
A new 13-story apartment building in downtown Brooklyn has been sold for $225 million to investment firm KKR and…
Construction Starts Dip in June
While project spending is up year-over-year, Dodge describes construction markets as “jittery.”
Total U.S. construction…
Research Brief: Retail Sales
Sales indicative of transitionary period. Consumers continue to spend more than they did before the health crisis, with core retail sales…
Research Brief: Office Market
Bifurcated fundamentals surface within the office market. Despite the strong performance of freshly renovated offices…
Tax Planning Structures
Tax Planning Structures July 25, 2022 | Richard Hillson | Hillson Consulting Qualified Opportunity Zones (“OZs”) have been at or close to the top of the most interesting and topical conversation list for a while now. Many predicted that amidst all the proposed tax...
American Campus Communities Announces Proxy Advisory Firm Glass Lewis Joins ISS in Recommending Stockholders Vote “FOR” Proposed Acquisition by Blackstone Funds
American Campus Communities, Inc. (NYSE:ACC), the largest owner, manager and developer of high-quality student housing…
Gladstone Land Acquires Vineyards in Washington and Oregon
Gladstone Land Acquires Vineyards in Washington and Oregon July 25, 2022 | Gladstone Gladstone Land Corporation (Nasdaq:LAND) (“Gladstone Land” or the “Company”) announced that it has acquired 1,317 gross acres of farmland located in Washington...
Inland Securities Corporation Hires Senior Vice President of Sales
Inland Securities Corporation (“ISC or the Company”), the exclusive dealer manager and placement agent for real estate…
Cap Rates Rose for Some Real Estate Deals in H1, Expected to Edge Higher
Capitalization rates for commercial real estate properties showed small to modest increases during the first half of 2022…











