Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Marketing and Sales: Bridging the Gap
When marketing and sales are in sync, the results speak for themselves.
Sanjay Sharma to Lead SEI’s International Business
Continued business evolution underlines strategic focus on accelerating international growth.
How many new nontraded BDCs have launched so far this year?
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ExchangeRight’s $41 Million All-Cash 12 DST Fully Subscribed, Fueling Essential Income REIT Pipeline
Net-Leased All-Cash 12 DST is a closed offering and is not accepting new investors.
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Recent News
Wealthtech Addepar Shares Latest Updates, Including Focus on Generative AI
Omar Faridi | Crowdfund Insider New functionality and attributes are expected to fuel growth and scale in 2024, according to an update from Fintech firm Addepar. As part of...
Cove Capital Investments Fully Subscribes Its Debt-Free Cove Essential Net Lease 58 Delaware Statutory Trust Portfolio
Cove Capital Investments Cove Capital Investments, LLC, a DST sponsor company that specializes in providing accredited investors access to debt-free investment options for...
StratCap Secures Portfolio of 72 Cell Towers
Business Wire StratCap (“StratCap” or “the Company”) announced today that its wireless infrastructure division (StratCap Wireless) has completed the acquisition of 60 cell...
CIM Real Assets & Credit Fund Announces Significant Reduction in Incentive Fee
Business Wire CIM Real Assets & Credit Fund (“CIM RACR” or the “Fund”) announced today that its investment adviser has agreed to a reduction in its incentive fee to 15%...
CAIS Expands Alts Offering with Pershing with No Transaction Fees
Steve Randall | Investment News Advisor-focused alternative investment platform CAIS has announced an expanded partnership with BNY Mellon’s Pershing, opening up access to...
The Consequences of Cash
Triton Pacific Securities Investors may often hear that “cash is king,” but holding on to too much cash and staying out of both private and public investments may have...
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Moody National REIT II Reports on Impact of COVID-19 Pandemic
On September 8, 2021, Moody National REIT II, Inc. distributed to financial advisors, and posted on the Company’s website, a video statement from…
Which investor in warehouse/distribution real estate recently closed on two off-market acquisitions totaling over 360,000 square feet in Little Rock, Arkansas, and Detroit, Michigan?
Answer: On August 26, Sealy & Company, a fully-integrated commercial real estate investment and operating company and recognized leader in the industrial real estate market, announces the acquisition of…
Bluerock Capital Markets Posts $196 Million of New Capital Inflows in August for Third Consecutive Record Month, Surpasses $1.1 Billion Year-to-Date
Bluerock Capital Markets, LLC (“BCM” or “Company”), a distributor of institutional alternative investment products and the dedicated dealer manager for…
Griffin Capital Sells Atlanta Apartment Project, Delivers Strong, Full-cycle Results for Investors in Multifamily Development Fund
Griffin Capital Company, LLC (“Griffin Capital”), a leading privately-held alternative asset manager, announced today that it has successfully sold the…
Nicole Greene: Connectivity of Alts Processing Key to Growth
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Don MacKinnon and Andrew Winer: All Credit All the Time
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U.S. economy “downshifted slightly” in August -Fed’s Beige Book
The U.S. economy “downshifted slightly” in August as the renewed surge of the coronavirus hit dining, travel and tourism, the Federal Reserve reported…
Strategic Capital Fund Management Announces Formation of $1.5+ Billion Data Center Investment Platform
“Data centers are a critical component of the broader digital infrastructure ecosystem that is supporting an accelerated demand for online and mobile platforms for consumers and businesses alike…”
Which company and its Altigo product, an electronic order entry and subscription processing platform, was recently nominated by WealthManagement.com to receive an award for supporting financial advisor success?
Answer: WealthManagement.com, the leading resource for wealth advisors and planners, recently named WealthForge as a finalist for its 2021 Industry Awards. The Wealthies is…
Hines’ comprehensive 2020 ESG report showcases commitment to responsible investing
“As a firm, we have worked hard to build upon my father’s legacy and further our commitment to being a sustainable, resilient company,” says Hines Chairman and…
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