Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Symmetry Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF
Platform offers turnkey operational support for investment managers seeking diversified, innovative strategies.
Mentenova and SEI Partner for Global Equity Investments
Science-backed, data-driven process powered by technology to deliver better outcomes for South African investors.
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.
Recent News
Overmoon Raises $80M, Launches Tax-Deferred Exchange Program for Qualified Vacation Home Owners to Defer Taxes and Enhance Returns
Overmoon Overmoon, a tech-enabled vacation rental platform, today announced $80M in equity and debt funding from NFX, Khosla Ventures, Camber Creek, 1Sharpe, Sunsar Capital,...
Including Due Diligence Officers Is Crucial For Your Marketing Strategy
Marketing Intent Including Due Diligence Officers is Crucial for Your Marketing Strategy Building and nurturing relationships with due diligence (DD) officers is often...
Cantor Fitzgerald Infrastructure Fund Announces Fourth Quarter 2023 Distribution
Cantor Fitzgerald Cantor Fitzgerald Infrastructure Fund (the “Fund”) announced a fourth-quarter distribution of $0.0753 per Class A share (NASDAQ: CAFIX), $0.0748 per Class...
Blue Vault Interval and Tender Offer Fund Individual Performance Pages Published
These Interval Fund and Tender Offer Fund Individual Performance Pages are now available for Blue Vault members to view: Interval Funds ACAP Strategic Fund September 30,...
Inland Real Estate Investment Corporation Announces the Retirement of its President and CEO Mitchell A. Sabshon and the Appointment of Keith Lampi as Successor Effective February 1, 2024
Keith Lampi Inland Real Estate Investment Corporation Inland Real Estate Investment Corporation (“Inland Investments” or “the Company”) one of the nation’s largest...
LODAS Markets Partners with Silver Star Properties To Offer Investors Secondary Market Liquidity
LODAS Markets LODAS Markets announced today that Silver Star Properties REIT is now trading on LODASMarkets.com, joining nearly 40 securities currently offered on the...
More articles…
Capital Square 1031 Acquires Newly Constructed, Class A Multifamily Community Near Florida’s Scenic Highway 30A
Capital Square, a leading sponsor of Delaware statutory trust (DST) offerings for Section 1031 exchange and other accredited investors, announced today the acquisition…
Dynamic Balance Sheet Modeling for Business Planning
Dynamic Balance Sheet Modeling for Business Planning September 21, 2021 | Jordan Taylor | UMB The pandemic has caused an abundance of uncertain times. It’s becoming repetitive to talk about, but it’s of major importance for the banking industry. At one point, it...
Strategic Wireless Expands Portfolio With Multiple Cell Towers and Other Assets
Strategic Wireless Infrastructure Funds Management (“Strategic Wireless”), announced today that through its affiliate, SWI Funds…
Brookfield Closes Transition of Nontraded REIT from Oaktree
Brookfield Asset Management Inc. finalized its assumption of the advisory role of Oaktree Capital Management LP unit Oaktree Real Estate Income Trust Inc…
ExchangeRight Recruits Fletcher Galloway to Enhance its Service of BD & RIA Firms in the Great Lakes and North Eastern Regions
ExchangeRight is pleased to announce the addition of Fletcher Galloway to its Broker-Dealer & RIA Relations team. As senior vice president and…
In a White Paper written in 2020, Brian Buehler, a Managing Partner of Triton Pacific Capital Partners, made a prediction based upon his study of the Spanish Flu Epidemic of 1918-1920. What did he say we should be prepared for?
In a White Paper written in 2020, Brian Buehler, a Managing Partner of Triton Pacific Capital Partners, made a prediction based upon…
Inland Real Estate Income Trust 2021 Annual Meeting Adjournment
…the strategic plan of Inland Income Trust includes an intent to provide stockholders with a liquidity event…
Gross Domestic Product
Economic recovery downshifts in third quarter. GDP expanded at a 2.0 percent annualized rate in the third quarter as myriad head…
Cottonwood Communities to Purchase Utah Development Project
On October 26, 2021, Cottonwood Communities, Inc. (the “Company”), through a wholly owned subsidiary of its operating partnership…
With Sealy & Company’s recent acquisition of a five-building industrial real estate portfolio in St. Louis, Missouri, totaling 554,007 square feet, how many square feet of distribution assets does the Company own?
With Sealy & Company’s recent acquisition of a five-building industrial real estate portfolio in St. Louis, Missouri, totaling 554,007 square feet…










