Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SmartStop Self Storage REIT, Inc. Highlights AI Strategy at Ai4 2025, North America’s Leading Artificial Intelligence Conference
Robinson and Hernandez were the exclusive speakers representing the self-storage sector, underscoring SmartStop’s leadership in technology innovation and its commitment to transforming operations through artificial intelligence.
Bridging the Gap: Why Marketing and Sales Need to Work Together
When marketing and sales are in sync, the results speak for themselves. Your messaging is tighter. Advisors are more engaged. And your team is better equipped to tell your story clearly, confidently, and consistently.
SEI Investments (Europe) Limited Makes Two Key Board Appointments
Diane Seymour-Williams is appointed as Board Chair; David Lawton joins as Independent Non-Executive Director.
ExchangeRight Strengthens National Accounts Team with Michele Drummond’s Promotion to SVP
In this new role, Michele will be instrumental in advancing relationships with broker-dealers, RIAs, custodial platforms, and other key partners.
Recent News
Industry Veteran David Kasprzak Joins Inland as National Sales Manager
Inland Inland Securities Corporation (“Inland Securities” or “the firm”), the exclusive dealer manager and placement agent for real estate investment programs offered by...
Blackstone is building a US$25 billion empire of power-hungry data centres
Bloomberg Off a highway in Phoenix, cranes tower over a stretch of land larger than 60 football fields. The first of five hulking bunkers are under construction. Thirty...
Make Marketing Technology Your Friend: Simplifying Marketing For Alternative Investment Firms
Marketing Intent Technology can be intimidating, especially for alternative investment asset managers. The constant evolution of new programs and the complexities of...
Alternative Investment Exchange (AIX) Reports Record 2023 Growth, Driven by Enhanced Alts Services and Expanded Client Relationships
Alternative Investment Exchange Alternative Investment Exchange (“AIX”), a market leader that simplifies alternatives investing, reported record 2023 growth as it expanded...
ExchangeRight Ends 2023 as Third Largest Sponsor in the DST Market
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that thanks to trust placed in the...
How Stockholder Servicing Fees Affect NTR Distributions
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There is a Severe Shortage of Rental Housing at Every Price Point Now
Apartment vacancies hit another historic low in September, declining to 2.7% for a fourth consecutive month of record-breaking lows…
InvenTrust Properties Corp. Announces Listing of its Common Stock on the NYSE and Ringing of the Closing Bell
InvenTrust Properties Corp. (NYSE: IVT) (“InvenTrust” or the “Company”) announced today that its shares of common stock have been listed…
September 2021 Nontraded REIT Sales Remain Strong
Blue Vault received September sales totals for nine nontraded REIT program offerings as of October 10, 2021. Sales reported by those nine NTRs…
JLL Income Property Trust Acquires Two Life Sciences Properties in Durham, North Carolina
JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with more than $5.1 billion…
InvenTrust Properties Corp. Launches Tender Offer for Up to $100 Million of its Common Stock
InvenTrust Properties Corp. (“InvenTrust” or the “Company”) announced today that it is commencing a modified “Dutch Auction”…
SEC Committee Recommends Expanded Access to Private Investments
The Securities and Exchange Commission’s Asset Management Advisory Committee has unanimously approved a recommendation to expand retail investor access to private…
Tax Plan’s Limits on Alts in IRAs Wouldn’t Just Hit the Wealthy
A part of the wide-ranging tax package proposed by the House Ways and Means Committee would limit the ability of IRA and retirement account holders to invest…
What types of assets will Strategic Capital Fund Management’s new $1.5 billion platform invest in?
What types of assets will Strategic Capital Fund Management’s new $1.5 billion platform invest in?
UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds
UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds October 11, 2021 | UMB Fund Services UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), today announces the launch of its...
Corey Maple: Legendary’s Unique Strategy
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