Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SS&C Technologies integrates wealth offerings into single platform
The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.
Leitbox Storage Partners Completes Self-Storage Facility in Charlottesville, VA
Construction completion further solidifies Leitbox’s reputation for disciplined execution in a sector where development risks are rising.
Eagle Point Closes $18 Million Project Financing for Cross Trails Battery Energy Storage System (BESS), Supporting Grid Resiliency in Texas
Supported by a 10-year offtake agreement, the first of its kind in the ERCOT region, the Cross Trails BESS enhances sustainability and grid resiliency.
KKR Announces Offering of Senior Notes
KKR intends to use the net proceeds from the sale of the notes for repurchase and refinancing of existing indebtedness of its subsidiary, KKR Financial Holdings LLC.
Recent News
What was the median annualized distribution yield for continuously offered nontraded REITs as of October 31, 2023?
Answer: The median annualized distribution yield for the open, continuously offered nontraded REIT programs as of October 31, 2023, was...
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...
More articles…
Alternative Fund Advisors Selects UMB Fund Services to Provide Services to the Firm’s First Registered Closed-End Interval Fund
UMB Fund Services, Inc. (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce that it has been selected to…
Leitbox Storage Partners Announces Full-Cycle Storage Disposition of its Palm Beach, FL facility
Leitbox Storage Partners, LLC, a vertically-integrated, self storage platform, based in Birmingham, Alabama, announced today…
Pacific Oak Capital Markets Taps Industry Veteran Bill Talbott to Lead Sales Efforts in Ohio Valley
Pacific Oak Capital Markets, LLC, an alternative investment distributor, announced today that financial industry veteran…
Kirk Montgomery: Family Offices Moving Toward Alts
In this clip from Inside the V(ALT), Kirk Montgomery explores the evolution of family offices and alternative investments.
Kirk Montgomery: Advisors’ Alts Use More Sophisticated Today
In this clip from Inside the V(ALT), Kirk Montgomery talks about changes he has observed in the industry.
Clip: Family Offices Moving Toward Alts
In this clip from Inside the V(ALT), Kirk Montgomery talks about changes he has observed in the industry.
Clip: Advisors’ Alts Use More Sophisticated Today
In this clip from Inside the V(ALT), Kirk Montgomery talks about changes he has observed in the industry.
Clip: Family Offices
In this clip from Inside the V(ALT), Kirk Montgomery defines the family office and the services it provides to clients.
REIT earnings recovery accelerated in the second quarter of 2021: Nariet
The commercial real estate industry is heading toward pandemic recovery, according to data provided by the National Association of Real Estate Investment Trusts…
How One Industrial Fund Is Targeting a Wider Investor Base
With the outlook for industrial real estate remaining as bright as ever, it seems every day brings an announcement of a new…











