Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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J-Curve Tax Strategy: How To Slash Your IRA Conversion Costs
When used in conjunction with other tax mitigation strategies, such as tax-loss harvesting, charitable giving, or investing in oil and gas partnerships, the J-Curve Roth conversion strategy becomes even more effective.
Blue Vault’s Latest Research Update
See a list of Blue Vault’s latest published research reports, including some newly-covered funds.
Why Social Media Delivers Even When Engagement Looks Invisible
Social media often performs its most valuable work behind the scenes, quietly shaping perceptions, strengthening credibility, and laying the groundwork for new business opportunities.
At the end of Q2, which nontraded BDC offerings had the highest distribution yields across share classes?
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Recent News
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...
Harnessing the Alts Tech Advantage
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The Real Villains of Today’s Housing Market
James Rodriguez | Business Insider When I met the villains of America’s housing market a couple of years ago, it wasn’t in some ivory tower or on a private...
More articles…
Gary Davi: Having a Fine Tuned Capital Markets Department
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Brian Mitts: How Will Real Estate Evolve in 2021?
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Which interval fund recently generated its highest quarterly return since its inception?
Answer: Griffin Institutional Access Real Estate Fund (Class I) delivered a 5.10% total return for the second quarter of 2021, its highest quarterly return since…
Priority Income Fund Generated a 20.2% Total Return to Class R Shareholders During the 12 Months ended May 31, 2021
Priority Income Fund, Inc. (“Priority” or “Fund” or “PRIS”) is a Closed-End Fund (“CEF”) that produces recurring distribution yields from…
Cantor Fitzgerald Income Trust Acquires Apple Office Complex in Cupertino, California
On July 23, 2021, the Cantor Fitzgerald Income Trust, through the Operating Partnership, acquired an ownership interest in a two-building office campus located…
Oaktree Real Estate Income Trust Declares July Distributions
On July 29, 2021, Oaktree Real Estate Income Trust, Inc. (the “Company”) declared distributions for each class of its common stock in the amount…
Pacific Oak Capital Advisors Acquires Portfolio of 42 Single-Family Homes in Houston
Pacific Oak Capital Advisors, LLC, a sponsor primarily focused on commercial real estate-focused alternative investment programs, today announced the…
Capital Square Acquires Over $565 Million of Real Estate During First Half of 2021
Capital Square, a national investment sponsor specializing in tax-advantaged real estate, announced today that during the first…
Grier Eliasek: What is Prospect’s Billion Dollar Preferred Offering?
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Kyle Van Pelt: Alternative Investments
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