Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
Integration provides streamlined access to CAIS’ alternative investment marketplace, allowing TAMPs to offer unified public and private investment solution.
Strategic Advisor Engagement: Q&A with Marketing Intent
Once alternative investment firms truly understand their audience, their messaging becomes more relevant, and their results improve.
NexPoint Launches Small Bay III DST Offering
Offering includes two small bay industrial assets in Florida and Texas.
Short Videos are Powerful
Beyond the format itself, video brings a unique opportunity to show the human side of your firm.
Recent News
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...
Blackstone Reportedly In Talks To Acquire $2B Retail REIT
Emily Wishingrad | Bisnow Blackstone is eyeing an acquisition of San Diego-based Retail Opportunity Investments Corp., Reuters reported, citing anonymous sources. ...
The Challenge Of Finding The Right Marketing Talent For Alternative Investment Sponsors
Marketing Intent In the fast-paced and highly specialized field of alternative investments, finding the right marketing talent can be a formidable challenge. The unique...
KKR Says 2024 Could Be ‘Sweet Spot’ To Buy Real Estate
Jarred Schenke | Bisnow With the perception that real estate values are bottoming, one of the biggest private equity players in the industry is planning to ramp up its...
Blue Owl Capital Inc. Second Quarter 2024 Results
Blue Owl Capital Blue Owl Capital Inc. (NYSE: OWL) (“Blue Owl”) today reported its financial results for the second quarter ended June 30, 2024. “Blue Owl...
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Prospect Capital Corporation Announces More Than $800 Million in Aggregate Preferred Issuance, Including Over $100 Million Raised in Recent Semi-Monthly Closing
Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”, “our”, or “we”) announced today that Prospect raised over $100…
Jay Steigerwald: How the Energy Sector Affects Inflation
In this clip from the webinar, What’s Inflation Doing to my Nontraded REIT Portfolio, Jay Steigerwald III…
UMB: Five key banking-as-a-service terms you should know
UMB: Five key banking-as-a-service terms you should know July 11, 2022 | David Robinson | UMB Although Banking-as-a-Service (BaaS) is new, banks have been making their services available behind the scenes for decades. What’s changed in recent years is the explosion of...
Jim Sprow: Causes of our Current Inflation
In this clip from our recent webinar, What’s Inflation Doing to my Nontraded REIT Portfolio?, Jim Sprow (Senior…
More Banks are Moving Asset and Liability Management Systems to Cloud
More Banks are Moving Asset and Liability Management Systems to Cloud July 6, 2022 | SS&C A recent SS&C Algorithmics survey (conducted by Alchemer) shows 45% of respondents are looking to migrate, or have already migrated, their Asset Liability Management...
Nontraded REITs Use More Variable Rate Debt with Wider Dispersion in Interest Rates
As the era of historically low interest rates draws to a close, we can see how the increased use of variable rate debt by nontraded…
As Interest Rates Rise, More Nontraded REITs Have More Variable Rate Debt
With interest rates rising, many nontraded REITs may be wishing they had more of their debt at fixed interest rates, or rates…
How to Optimize Your LinkedIn Profile to Attract Clients
How to Optimize Your LinkedIn Profile to Attract Clients July 8, 2022 | Marketing Intent LinkedIn had more than 188 million members in the United States in 2021. While most financial advisors have some presence on LinkedIn, the platform offers the opportunity to...
Research Video: How Global Forces Affect The U.S. CRE Market
In this video, John Chang, Senior VP, Director Research Services for Marcus & Millichap addresses the following issues…
JP Morgan Gets SEC Approval to Launch New REIT
Global banking giant JPMorgan Chase has been given the go-ahead for launch of a nontraded real estate investment trust and…










