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Inside the V(ALT) with Marketing Intent
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Content Leverage and Reuse: Marketing With a Lean Team
Cherie Fournier and Alise Lucero offer guidance on repurposing and extending the shelf life of marketing content—helping sponsors strengthen fundraising and advisor engagement even with limited resources.
Smart Use of Tools & Automation: Marketing With a Lean Team
Cherie Fournier and Alise Lucero share insights on using automation tools to maximize efficiency, expand reach, and support sustainable marketing for small teams.
Strategic Outsourcing: Marketing with a Lean Team
Cherie Fournier and Alise Lucero of Marketing Intent share insights on which marketing functions sponsors should outsource when in-house expertise is limited, and how to choose the right partners.
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Recent News
Can a ‘financial X-ray’ help advisors address client financial literacy?
David Kitai | Wealth Professional Canadians lack a universal level of financial literacy. A study of middle-income Canadians by Primerica recently found that 68 per cent of...
Blue Vault Publishes Q1 2024 Nontraded BDC Industry Review
The Q1 2024 Nontraded BDC Industry Review is now published. The BDC Review includes these 22 Individual Performance Pages (IPPs) (bold font indicates IPPs published since...
Randy Anderson and Carly Hoeler Named Chair and Vice-Chair of the Blue Vault Educational Board
Blue Vault Blue Vault, a leading provider of alternative investment data and analysis, today announced the appointment of Randy Anderson, Ph.D., CRE, Partner, Real Assets at...
Madison Capital Markets Successfully Closes Go Store It Orlando DST: A Prime Self-Storage Investment in the Heart of Central Florida
Madison Capital Markets Madison Capital Markets, an affiliate of Madison Capital Group, successfully closed the Go Store It Orlando DST, a Delaware statutory trust...
How many Annual Partners does Blue Vault currently have?
ANSWER: Blue Vault currently has 21 Annual Partners, encompassing both Service Providers and Asset Managers. To learn more about our partners, visit our Asset Managers and...
QOZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability
Cantor Fitzgerald With the conclusion of the Qualified Opportunity Zone Program approaching, what do financial advisors and investors need to know? The Qualified Opportunity...
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ExchangeRight Fully Subscribes $91 Million, 24-Property Net-Leased Portfolio
ExchangeRight, one of the nation’s leaders in diversified real estate investments and strategies, has fully subscribed its $91 million Net-Leased Portfolio 51 DST offering…
Capital Square Acquires Class A Multifamily Community in Houston for DST Offering
The acquisition is on behalf of a Delaware statutory trust investment offering that seeks to raise
$56.5 million in equity from accredited investors…
SmartStop Asset Management Buys Self-Storage Facility in Vancouver, WA for $25MM
JLL Capital Markets announced today it has closed Vancouver Self Storage, a 1,134-unit, all climate-controlled self-storage facility…
Marcus & Millichap Research Brief: Housing April 2022
Pending home sales reveal impact of mortgage rate surge. Upward pressure on mortgage rates from lofty inflation and the Fed’s…
Listed REITs Trading at a Median 8.9% Discount to NAV as of April 29, 2022
According to analysts, publicly traded U.S. equity REITs traded at a median 8.9% discount to their consensus S&P Capital IQ net asset…
Phoenix American: 2022 Trend Report for Commercial Real Estate Uneven Recovery and Pandemic’s Lasting Effects
he U.S. economy and real estate markets are reopening following the biggest economic shock in U.S. history. Although Covid-19…
Gladstone Commercial Corporation Brings Building to Full Occupancy
Gladstone Commercial Corporation (NASDAQ:GOOD) (“Gladstone Commercial”) announced today that it executed a five-year lease with Aveda Services, Inc. (“Aveda”) for…
CNBC: Office Sector Faces Dual Track Recovery; The Properties That Best Hedge Inflation
CNBC Features Marcus & Millichap CEO Hessam Nadji and discusses the following:
• Real estate and inflation…
Are CRE Buyers Moving to the Sidelines?
In this video, John Chang, Senior Vice President, Director of Research Services for Marcus & Millichap, discusses the following…
Starwood Property Trust Reports Results for Quarter Ended March 31, 2022
Starwood Property Trust Reports Results for Quarter Ended March 31, 2022 May 4, 2022 | Starwood Property Trust, Inc. Starwood Property Trust, Inc. (NYSE: STWD) today announced operating results for the fiscal quarter ended March 31, 2022. The...
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