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
Cox Capital Partners Announces Mini-Tender Offer for Common Stock of Franklin BSP Capital Corporation
Business Wire Cox Capital Partners (the “Company”), and its purchaser group (collectively the “Purchasers”), today announced that it recently commenced a Mini-Tender Offer...
Madison Capital Group Launches Madison Commercial
Madison Capital Group Madison Capital Group, a leading vertically-integrated real estate development and investment firm, has launched Madison Commercial, a dedicated...
Brookfield Oaktree Wealth Solutions Expands Private Wealth Offerings Through Launch of UCI PART II Platform
Brookfield Oaktree Wealth Solutions Brookfield Oaktree Wealth Solutions, a leading provider of alternative investments to financial advisors and their clients globally,...
KKR to Acquire $1.64 Billion Student Housing Portfolio from BREIT
Blackstone KKR and Blackstone Real Estate Income Trust, Inc. (“BREIT”) today announced a definitive agreement for funds managed by KKR to acquire a portfolio of 19...
Alts and Blue Vault: The Investment Risk ‘Airbag’ Equipping Fusion Financial’s Client Portfolios
Johnathan Rickman | Blue Vault Fusion Financial Group, a small, women-owned advisory firm founded in 2020, has never not known uncertain economic climates. That’s why from...
Legendary Capital Adds to Their Finance Team
Legendary Capital Legendary Capital, an industry leader in the hospitality sector, is pleased to announce the addition of Heide Delorme as their new Hotel Operation...
More articles…
US Hotel Occupancy Inches Up in Week Ended March 12 – STR
Occupancy at U.S. hotels inched up to 63.2% during the week ended March 12 compared to 62.2% the previous week, according…
Legendary Capital sponsors acquisition of Texas Courtyard
Legendary Capital, a sponsor of non-traded real estate investment trusts and other alternative investment offerings, has sponsored…
NexPoint Diversified Real Estate Trust (NXDT) Provides Update on MGM Investment
On March 17, 2022, Amazon.com Inc. (“Amazon”) announced it had closed its previously announced acquisition of MGM. As a result of the deal closing, NXDT received $43,115,073 in cash, reflecting the Company’s direct ownership of MGM shares.
New World Disorder and Your Financial Freedom
This writer─with a BS degree from the School of Foreign Service, Georgetown University, Washington, DC, and as a Certified Financial…
Total Shareholder Returns for Continuously Offered Nontraded REITs in January 2022
All 11 of the continuously offered NAV REITs reported positive returns and a median total return for the group of 1.41%.
Multifamily Rents Continue To Soar
Multifamily asking rents defied expectations by ticking up yet another $10 in February to hit a national average of $1,628, according to the latest numbers…
Four Springs Capital Surpasses $1 Billion in Assets Under Management
Four Springs Capital, a commercial real estate firm focused on industrial, medical
and essential retail properties…
iCapital Brokers Deal to Buy Stifel’s Feeder Fund Platform
iCapital Brokers Deal to Buy Stifel’s Feeder Fund Platform March 11, 2022 | Private Banker International Financial technology firm iCapital Network has finalised a deal to buy alternative investment feeder fund platform from Stifel Financial. Financial terms of the...
Of the 17 offerings by nontraded REITs as of June 30, 2021, how many had an acquisition fee in their prospectuses?
Of the 17 offerings by nontraded REITs as of June 30, 2021, how many had an acquisition fee in their prospectuses? Answer: Only one REIT had an acquisition fee in their offering prospectus as of June 30, 2021. That fee was 1.50% of the acquisition cost. In the Third...
Surging Demand Drives Cap Rates for Student Housing Lower
Investment sale volume on student housing properties reached a new record in 2021 as the sector has fully recovered and schools largely returned…











