Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
CIM Real Assets & Credit Fund Announces Monthly Dividends
Based on current estimates, the Fund expects a portion of the distributions to be a return of capital.
J-Curve Tax Strategy: How To Slash Your IRA Conversion Costs
When used in conjunction with other tax mitigation strategies, such as tax-loss harvesting, charitable giving, or investing in oil and gas partnerships, the J-Curve Roth conversion strategy becomes even more effective.
Blue Vault’s Latest Research Update
See a list of Blue Vault’s latest published research reports, including some newly-covered funds.
Why Social Media Delivers Even When Engagement Looks Invisible
Social media often performs its most valuable work behind the scenes, quietly shaping perceptions, strengthening credibility, and laying the groundwork for new business opportunities.
Recent News
John Hancock Closed-End Funds Declare Monthly Distributions
John Hancock Investment Management The John Hancock closed-end funds listed below declared their monthly distributions today as follows: Declaration Date: July 1,...
Market Conditions Impact on Full-Cycle Events
Luke Schmidt shares how market conditions impact on Full-Cycle events in this webinar...
Custom Benchmarks Help Compare Full-Cycle Events
Luke Schmidt shares how custom benchmarks help compare Full-Cycle events in this webinar...
Cantor Fitzgerald and Silverstein Properties Announce Joint Venture with Turnbull Development, LLC for Opportunity Zone Development in Summerville, SC
Cantor Fitzgerald Affiliates of Cantor Fitzgerald, L.P., (“Cantor Fitzgerald”), a leading global financial services firm and real assets investment company, and Silverstein...
Blue Vault’s Performance Page Update: Interval Funds, Tender Offer Funds, and Nontraded LLCs
These Interval Fund, Tender Offer Fund, and Nontraded LLC Individual Performance Pages (IPPs) are now available for Blue Vault members to view on the Blue Vault website....
Inland Delivers 1.75 Equity Multiple with a Suburban Chicago Retail Sale
The Inland Real Estate Group Inland Private Capital Corporation (“IPC”), an industry leading real estate investment manager, today announced the sale of a retail property...
More articles…
CAIS: Bitcoin as Digital Gold
In this clip, Steve Kurz (Galaxy Digital Partners, LLC) speaks with Nicholas Millikan (CAIS) about why cryptocurrency should be added to a portfolio.
Inland Private Capital and Core Spaces Form Strategic Joint Venture Targeting Student Housing Opportunities at Leading Universities
“We are thrilled to partner with Core Spaces, a proven leader and innovator in the student housing industry,” said Keith Lampi
Alternative Investments: From Friends & Family To Reg D Private Placements
Alternative Investments: From Friends & Family To Reg D Private Placements May 25, 2022 | Marketing Intent Are you looking for ways to ensure success in raising capital? Simplifying your sales story, syncing up marketing and sales efforts, and updating your PPM...
How much did Inland Securities Corporation distribute and raise in new capital in 2021?
How much did Inland Securities Corporation distribute and raise in new capital in 2021? Answer: “2021 was a strong year with total distributions of approximately $1.27 billion and new capital of $1.5 billion” according to Mike Ezzell, president of Inland...
How Supply Chain Issues Impact CRE Investors
In this video, John Chang, Senior Vice President, Director of Research Services, addresses the following questions regarding the impact…
Dallas-Area REIT Executives Sentenced To Federal Prison For Fraud
Four executives at a Texas-based residential REIT have been sentenced to a combined 20 years in federal prison for fraud…
NexPoint To Invest More Than $1 Billion in New Single-Family Rentals REIT
In a statement Thursday, NexPoint said it would advise a new real estate investment trust that aims to purchase, build and manage single-family rentals.
Capital Square Launches $300 Million Multifamily Institutional Development Fund
Capital Square, a national real estate investor and an active developer of multifamily communities, announced today the launch of Capital Square Multifamily…
Continuously Offered Nontraded REITs: Returns with Stability
Financial advisors who are looking for alternatives to the higher risks of the stock market as well as individual investors seeking income and lower risk would be well-advised to check out these nontraded REIT offerings for the attractive risk vs. return profiles they have provided over the last two years plus.
Creative Media & Community Trust Announces Series A1 Preferred Stock Offering
Creative Media & Community Trust announced today it plans to offer shares of its newly designated Series A1 Cumulative Preferred Stock in a continuously offered program.










