Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
CIM Group Advances Hospitality Lending Focus Closing $73.5 Million for Two Hilton Brand Hotels in Louisiana and Pennsylvania
The loans demonstrate CIM Group’s continuing focus on the hospitality industry which includes select-service and extended stay properties in addition to the full-service sector.
Elevating the Conversation: Using Objections to Strengthen Advisor Relationships
Advisors’ inquiries are not adversarial; they are a natural and essential part of their due diligence.
Sealy & Company Named One of Fortune’s Best Workplaces 2025
This distinction highlights the firm’s success in creating a positive, inclusive, and engaging environment for its employees.
Urban Catalyst Breaks Ground on Aquino, a Premier Multifamily Development in Downtown West San Jose
Aquino is among the first major projects to advance under San Jose’s Multifamily Housing Incentive Program, which the City Council approved in December to spur housing production.
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Recent News
Pacific Oak Capital Markets Hires Elijah Davis as Senior Regional Vice President for the Four Corners Territory
Pacific Oak Capital Markets Pacific Oak Capital Markets, LLC, an alternative investment distributor, announced today that financial services industry veteran Elijah Davis...
CIM Group Signs Sheppard Mullin to 119,217-Square-Foot Lease at City National 2CAL
Business Wire CIM Group announced today that it has executed a long-term lease with international law firm Sheppard Mullin to bring its headquarters to City National 2CAL....
How One Private Real Estate Firm is Attempting to Court Financial Advisors
Elaine Misonzhnik | WealthManagement.com With high-net-worth individuals and their financial advisors showing a growing appetite for alternative investments, real estate...
CIM Group Brings Luxury Watch Manufacturer A. Lange & Söhne to The Shops at Tribune Tower
Business Wire CIM Group announced today that it has signed German luxury watch manufacturer A. Lange & Söhne to a long-term lease for 1,409 square feet of retail space...
Wealthtech Addepar Surpasses $5 Trillion of Client Assets Managed on its Platform
Omar Faridi | Crowd Fund Insider Addepar, a global technology and data company for investment professionals, announced that it has exceeded $5 trillion of client assets...
Triton Pacific Affiliate Acquires 17 Dunkin’ Restaurants and a Central Manufacturing Facility in Vermont
Triton Pacific Triton Pacific Capital Partners (Triton Pacific) announced today that its portfolio company, Tasty D’Lites, LLC, executed a purchase agreement for 17...
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David Fisher: Congressional Amendment Proposes to Eliminate IRA’s from Holding Real Estate
David Fisher discusses proposed amendments to Section 138312 in this clip from Inside the V(ALT).
David Fisher: The 1031 Exchange – A Driving Economic Force for All Americans
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How much capital has the Inland Real Estate Group of Companies raised for their 784 sponsored real estate programs in the Group’s history?
How much capital has the Inland Real Estate Group of Companies raised for their 784 sponsored real estate programs in the…
Inland Private Capital Corporation Delivers Investor Liquidity, 166% Total Return with Fort Collins Multifamily Property Portfolio Sale
As of the date of the sale, Miramont Apartments was 95.71 percent leased and Pinecone Apartments was 96.41 percent leased.
Fed increasing LIBOR scrutiny as finish line nears
Financial institutions’ transition efforts away from the London Interbank Offered Rate (LIBOR) will be intensely scrutinized by the Federal Reserve as the expiration…
Capital Square 1031 Acquires Age-Restricted Manufactured Housing Community in Popular Retirement Destination on Florida’s Gulf Coast
The acquisition is on behalf of a Delaware statutory trust investment offering that seeks to raise $56.7 million in equity from accredited investors…
Nontraded REITs Have Raised Over $20B This Year And Are Shifting CRE Market Dynamics
Tens of billions of dollars are being raised this year by some of the biggest investment firms in real estate into nontraded REITs, a rapidly growing segment of funds that are shifting…
David Fisher: How Can I Help Protect the 1031 Exchange Tax Law?
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KBS Real Estate Investment Trust II, Inc. Sells Office Campus for $117.5 Million
KBS Real Estate Investment Trust II, Inc. (the “Company”) has sold Fountainhead Plaza, a campus of two office buildings located on just over 11 acres in Tempe, Arizona…
The Great Office Refusal
The pandemic has cut a swath through our sense of normalcy, but as has been the case throughout history, a disastrous plague also brings opportunities to reshape…
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