Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
SEI Appoints Robert Hum to Lead Investment Product Development and Activation
The new team reinforces strategic focus on investing in talent and enhancing solutions to drive growth.
Eagle Point Securities Offers Institutional Private Credit Strategies to Private Wealth Clients
The funds offered provide individual investors with access to institutional investment strategies with established track records and a history of delivering strong returns while seeking to provide principal protection.
Empower Survey Reveals Growing Advisor Support for Private Market Investments in Retirement Plans
While diversification and return potential drive interest, 2/3 say greater ERISA/regulatory clarity is needed.
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Recent News
Leitbox – ‘All-Time Highs’ – Warning
Bill Leitner | Leitbox Storage Partners The phrase ‘all-time high’ often evokes a sense of achievement and success, particularly in the realms of economics and finance....
Morningstar To Use iCapital to Help Advisors Access Alternatives
David Bodamer | Wealth Management Morningstar Inc. and iCapital will partner to bring Morningstar Advisor Workstation users smoother access to alternative investments and...
CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors
CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of CAIS Live, a new alts education program which...
Blackstone and Brookfield Real Estate Income Trusts Post Their Worst Annual Performances
Andria Cheng | CoStar News Two funds controlled by a couple of the world’s largest real estate investors, Blackstone Real Estate Income Trust and Brookfield Real...
NexPoint Launches Life Sciences III DST Offering for CDMO Manufacturing Property in Minnesota
NexPoint NexPoint, a multibillion-dollar alternative investment firm1, announced the launch of NexPoint Life Sciences III DST, a Delaware Statutory Trust (the “DST”), which...
The Inland Real Estate Group of Companies, Inc. Mourns the Loss of Founder, Chairman and CEO Daniel L. Goodwin
Inland Real Estate It is with great sadness that The Inland Real Estate Group of Companies, Inc. (“Inland”) announces that its Founder, Chairman and CEO Daniel L. Goodwin...
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CNL Healthcare Obtains $150M Term Loan A
CNL Healthcare Properties Inc. disclosed that on Sept. 24 the company entered into a new $150 million senior unsecured term loan A that is co-terminus…
Commercial Real Estate Research
Marcus & Millichap’s research services division is dedicated to providing clients with cutting-edge market research and innovative insights. They produce research…
Phillips Edison & Company’s Listing on Nasdaq
Phillips Edison & Company, Inc. (“PECO”) is an internally-managed real estate investment trust (“REIT”) that is one of the nation’s largest owners and operators of…
Among the 70 common stock share classes currently being offered by nontraded REITs, how many have annual distribution or shareholder servicing fees that are deducted from distributions?
Among the 70 common stock share classes currently being offered by nontraded REITs, how many have annual distribution or…
Do You Know Which Real Estate Sector Had the Best Price Growth
Watch this video about the 3 property types with the best price growth, featuring John Chang, Senior Vice President, Director Research Services for Marcus & Millichap…
Strategic Capital Fund Management Expands Wireless Infrastructure Team with Key Hire
Strategic Capital Fund Management (Strategic Capital), an investment management organization focused on digital economy investments, announced that it has expanded its wireless…
American Healthcare REIT Formed Upon Completed Merger of Griffin-American Healthcare REIT III and Griffin-American Healthcare REIT IV and Acquisition of American Healthcare Investors
American Healthcare REIT, Inc. (formerly known as Griffin-American Healthcare REIT IV, Inc., or “GAHR IV”) announced today that it has completed its merger with…
ADISA Announces Winners of its ACE, Distinguished Service and President’s Awards for 2020 and 2021
ADISA, the nation’s largest trade association for the alternative and direct investment space, announced today the 2020 and 2021 winners of its A Champion of Excellence (ACE)…
Bluerock Total Income+ Real Estate Fund Surpasses $3 Billion in AUM; Delivered Highest Sharpe Ratio Among All Domestic ’40 Act Funds in the Trailing 3-Year, 5-Year, and Since Inception Periods
Bluerock Total Income+ Real Estate Fund (“TI+” or “Fund” tickers: TIPRX, TIPPX, TIPWX, TIPLX) announced the Fund surpassed $3 billion in net assets under…
Alternative Investment Exchange (AIX) Partners with InvestX
Alternative Investment Exchange (AIX) Partners with InvestX October 5, 2021 | Alternative Investment Exchange Partnership reflects a commitment to innovative alliances that help push access to alternative investments to more broker-dealers Alternative Investment...
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