Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Essential Income 4 DST Fully Subscribed, Providing Accelerated Access to the Essential Income REIT
Essential Income 4 DST is a closed offering and is not accepting new investors.
Recent News
Madison Capital Group Affiliate, Go Store It Self Storage, Expands Texas Footprint with Acquisition of Hill County, Texas Portfolio
Madison Capital Group Go Store It Self Storage (“GSI”), an affiliate of Madison Capital Group, has acquired a three-facility storage portfolio in Hill County, Texas, in...
506 (c) Offerings: Avoiding the Contemplation Rule
Marc Slavny | Fortitude Investment Group & the 506 (c) Working Group Rule 506(b) under Regulation D provides an exemption from registration for the issuance of...
How many full-cycle events occurred in the nontraded REIT industry in 2023?
Answer: Five full-cycle events occurred in 2023. Peakstone Realty Trust (fka Griffin Realty Trust) publicly listed in April. Griffin Capital Essential Asset REIT I...
Triton Pacific Affiliate Acquires 64-Unit KFC Portfolio in Central & Southeastern U.S.
Triton Pacific Triton Pacific Capital Partners (Triton Pacific) is pleased to announce the successful acquisition by its affiliate, Tasty Chick’n, of a 64-unit KFC...
Go Store It Self Storage Opens State-of-the-Art Facility in Pico Rivera, Calif.
Madison Capital Group Go Store It Self Storage, an affiliate of Madison Capital Group, has opened its latest state-of-the-art, secure, climate-controlled facility in Pico...
Bob Dake Named Principal at Sterling Organization
Sterling Organization Sterling Organization, a vertically integrated private equity real estate investment firm headquartered in West Palm Beach, Florida, is pleased to...
More articles…
Legendary Capital Sponsors Fairfield Inn & Suites Denver Southwest Lakewood Acquisition
Legendary Capital has sponsored the acquisition of the 142-room Fairfield Inn & Suites Denver Southwest Lakewood in a $19.4 million…
Fresh off a $440 million raise, iCapital CEO Lawrence Calcano is ready to dream the impossible–to unite the alts industry in order to dominate it– despite doubters who say it’s a proven exercise in futility
Fresh off a $440 million raise, iCapital CEO Lawrence Calcano is ready to dream the impossible–to unite the alts industry in order to dominate it– despite doubters who say it’s a proven exercise in futility April 21, 2022 | Oisin Breen | RIABiz...
Blackstone: Give me your tired, your poor REITs
Blackstone sees riches in the volatility of REIT valuations. The investment giant is pursuing private takeovers as the public-market valuations…
Phoenix American Announces the Onboarding of Two ARCTRUST Properties, Inc. Funds Expanding the Companys’ Transfer Agent Relationship
Phoenix American Financial Services, Inc. (“Phoenix American”) is pleased to announce the onboarding of two additional ARCTRUST…
Alternative Investment Exchange (AIX) Onboards KNPRE 1031 to its Digital Platform
Alternative Investment Exchange (AIX) Onboards KNPRE 1031 to its Digital Platform April 27, 2022 | Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded...
Why Retail May Be the Next Commercial Real Estate Sector to Look At
It will be interesting to watch the investment strategies of the large nontraded REITs going forward.
What does CIM RACR stand for?
What does CIM RACR stand for? Answer: CIM Real Assets & Credit Fund (CIM RACR) is a continuously-offered closed-end interval fund that seeks to invest in a mix of institutional-quality real estate and credit assets. The fund intends to provide daily pricing and...
Why Retail is Surprising to the Upside
In this video, John Chang, Senior Vice President, Director Research Services addresses the following issues…
Alternatives become bigger slice of client portfolios as advisers seek shelter
Market volatility and growing economic uncertainty are shining a fresh light on the diversifying potential of alternative investments…
Inflation
Inflation pressures persist. The Consumer Price Index increased by another multidecade high margin in March as multiple factors drive…










