Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SEI Expands Tax Management and Overlay Capabilities
ETF integration, tax transition expansion, and enhanced tax optimization helps advisors strengthen portfolio customization and after-tax outcomes for investors.
Essential Income REIT’s Net Asset Value Per Share Increases in Q3 2025
The Essential Income REIT’s monthly distribution rate to investors has remained stable and grown five times since its 2019 launch and throughout unprecedented economic volatility.
BlackRock, Blackstone BDC Data Reveal Divergent Distribution Details
Blue Vault’s research improves the transparency of industry data, giving wealth advisors the confidence they need to make informed investment decisions for their clients.
Brookfield and iCapital® Unveil Alts Allocator Tool to Help Advisors Model Impacts of Alternatives in Client Portfolios
The tool utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional 60/40 portfolio can enhance diversification and improve potential investment outcomes.
Recent News
Navigating The Marketing Maze Of Private Placement Offerings
Marketing Intent Launching a private placement offering, especially under Rule 506(b), presents a unique set of challenges for alternative investment sponsors. The...
CIM Group Sells 159-Unit Dallas Community
Vicentiu Fusea | Multi-Housing News Lennox at West Village Apartments, a 159-unit community in Dallas, has recently changed hands. CIM Group sold the property, according to...
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...
More articles…
New Yorkers Plan to Cut Time Spent in the Office by Half, Survey Finds
Most New Yorkers who worked from home during the pandemic plan to cut their time in the office by nearly half and spend less money…
From Lease Structures To When To Stop Investing: Inside Blackstone’s Logistics Strategy
When you’ve gone really big in a sector, how do you know when to stop?
Of all the conviction bets Blackstone has made over…
Suburban Retail Outlook: Research Brief
Suburban Retail Properties Outperform as Health Concerns Abate; Downtown Locations Wait on the Return of Commuters…
NexPoint Residential Trust Announces Appointment of Independent Director
“Dr. Swain’s experience as both an accomplished business leader and scholar will be beneficial to the Company as we seek to further execute against our long-term business objectives.”
SmartStop Self Storage REIT, Inc. Reports Strong Fourth Quarter 2021 Results with Best in Class Same-Store Revenue & NOI Growth
SmartStop Self Storage REIT, Inc. (“SmartStop”), a self-managed and fully-integrated self storage company, announced…
Phoenix American Releases White Paper on the State of Commercial Real Estate Coming Out of the Covid-19 Pandemic and 2022 Outlook for the Various Industry Sectors
Phoenix American, a full-service fund administration provider for alternative investment funds, has published a new white paper…
Why Industrial’s Trajectory Will Keep Surging
US commercial property price growth continued its upward trajectory in February with all four major property types posting double-digit annual price growth…
Industrial Property Lease Terms Get Shorter and Shorter
Landlords of warehouse and distribution properties may look to shorter leases to capitalize on burgeoning e-commerce-driven demand…
Can the Office Market Survive the Great Resignation?
Office occupancy has continued to be a worry for investors, owners, operators, and even tenants who want workers back in the office…
Everybody Wants a Piece of the Housing Crunch
In the housing boom that preceded the financial collapse of 2008, everybody wanted a piece of the housing bubble, including banks…











