Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
CAZ Investments’ GP Stakes Strategies Now Available via iCapital® Amid Rising Private Markets Demand
GP stakes is an investment strategy generally focused on the purchase of a minority and passive interest in a private equity (or private credit) firm.
The 60-90 Day Approach
By beginning your marketing efforts 60 to 90 days in advance, you’re giving yourself the opportunity to build awareness and establish credibility in a much more effective way.
iCapital® and Apollo Expand Partnership to Enhance Access to Alternative Investments
iCapital’s partnership with Apollo is addressing the growing demand for evergreen private market investments from the wealth management sector.
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
Without context, precision, and compliance readiness, AI can’t deliver the business outcomes that wealth and asset managers need.
Recent News
BREIT Fulfills All Redemption Requests For First Time Since 2022
Dee Stribling | Bisnow National Blackstone Real Estate Income Trust fulfilled all of the redemption requests made by its investors in February, which totaled $961M. This is...
Alts Summit 2024: Your Compass for Navigating the Alts Universe
Johnathan Rickman | Blue Vault In an ever-evolving financial landscape, it’s important to make sure your advisory practice — and your clients’ investment goals — are headed...
The Essential Income REIT Achieves 9.91%–10.54% Tax-Equivalent Yields on 2023 Distributions
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate REIT and DST investments, has announced that the Essential Income REIT’s...
Not Just for Advisors: Industry is All In at Alts Summit 2024
Johnathan Rickman | Blue Vault As advisors seek new income strategies for their clients, and explore new ways to grow their firm, alternative investments are increasingly...
Which continuously offered nontraded REIT offered the highest distribution yield on its Class I shares as of January 31, 2024?
ANSWER: FS Credit Real Estate Income Trust offered an annualized distribution yield on its Class I shares of 7.63%. This was the highest distribution yield on Class I shares...
TradeBacked appoints Jason Harris as VP of Sales, Capital Markets
Tradebacked Jason Harris began his career in the financial services industry in 2007. He has held series 7, 63, and 65 securities licenses. He specializes in selling and...
More articles…
Parking REIT Changes Name to Mobile Infrastructure Corporation
The Parking REIT, Inc. (the “Company”) announced today that it has changed its name to “Mobile Infrastructure…
Pacific Oak Urges Stockholders to Reject Comrit Tender Offer
In a November 15, 2021, letter to stockholders, the board of Pacific Oak Strategic Opportunity REIT urged stockholders…
Blackstone Secures $1.1B Refi on Sun Belt Multifamily Portfolio
Blackstone’s real estate investing arm is following up its record third quarter with a massive refinancing package…
CIM Group Sells Portfolio of Four Data Center Assets
The portfolio assets comprise more than 560,000 square feet of well-located data center space offering abundant fiber connectivity in leading data center markets in the U.S.
Starwood Real Estate Income Trust Acquires 15,460 Unit Multifamily Housing Portfolio from Strata Equity Group
Starwood Real Estate Income Trust, Inc. (“SREIT”), a non-listed REIT managed by Starwood REIT Advisors, L.L.C., a subsidiary…
Cottonwood Communities Enters Dealer Manager Agreement
On November 4, 2021, the SEC declared the Cottonwood Communities, Inc. Follow-On Offering effective and the Company…
Griffin Realty Trust Board Remains Neutral on Comrit $6.91 Offer for Class AA Shares
Griffin Realty Trust, Inc. sent a letter dated November 9, 2021 to the REIT’s Class AA stockholders announcing its…
What Federal Reserve Tapering Means for Commercial Real Estate
In this video, John Chang, Senior VP, Director of Research Services for Marcus & Millichap, explains federal reserve tapering and what it means for CRE…
What three factors define “Fifth Generation Self Storage” according to Leitbox Storage Partners, a developer of self storage properties?
What three factors define “Fifth Generation Self Storage” according to Leitbox Storage Partners, a developer of self storage properties?
Capital Square 1031 Acquires Newly Constructed, Class A+ Multifamily Community in Metro Atlanta
Capital Square 1031, a leading sponsor of Delaware statutory trust (DST) offerings for Section 1031 exchange…










