Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Peachtree Group Expands Insurance Partnerships, Strengthening Access to Lower-Cost Capital
Peachtree Group has closed more than $2.5 billion in co-originated loans with insurance company partners since inception, including such projects as The Point on Lane in Columbus, Ohio.
Unlocking the Power of an Advisor Hub: Why Educational Content Matters
An advisor hub is a centralized repository where advisors can access all the resources they need without searching through emails, contacting a wholesaler, or navigating a complex website.
Inland & Devon Announce Completion of New Class-A Self-Storage Redevelopment in New Jersey
The Camden redevelopment marks the 19th Inland Investments-Devon project delivered on behalf of investors in private offerings comprised of self-storage assets in diverse markets throughout the nation.
Concorde Promotes Sydney Hockaday to Managing Director of Marketing
Prior to her tenure at Concorde, Hockaday served as vice president of marketing at Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments.
Recent News
Are Alts a Good Strategy for My Client? Find Out at Alts Summit 2024!
Johnathan Rickman | Blue Vault With 60/40 portfolios beholden to market movements and the current high-rate environment, financial advisors are looking for new ways to...
Capital Square Delivers 146.60% Total Return* to Investors in California Retail DST
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities,...
Collecting Intent Signals From Financial Advisors
Marketing Intent In the dynamic world of alternative investments, understanding financial advisors’ intentions can be the key to success. Are you paying attention to the...
Blue Vault’s Research Coverage of Interval Funds
James Sprow | Blue Vault Blue Vault’s Interval Fund Research Blue Vault currently provides research reports on all interval funds of significant portfolio size, usually a...
Blue Vault Q3 2023 Individual Performance Page Update 01-08-2024
All Q3 2023 NTR Individual Performance Reports are now available for Blue Vault members to view (newly published pages are in bold font): American Healthcare REIT Q3 2023...
Update on Perpetual Non-Traded BDCs: Increasing Competition May Drive Performance Divergence Among BDCs
FitchRatings Recent Developments Rapid Growth: Perpetual non-traded business development companies (BDCs) have grown rapidly since Blackstone Private Credit Fund (BCRED) was...
More articles…
Louis Rogers: Who is Capital Square?
In this clip from Inside the V(ALT), Louis Rogers introduces Capital Square, including when it was founded, its focus, and its range of offerings.
Inside the V(ALT), with Louis Rogers
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Clip: Who is Capital Square?
In this clip from Inside the V(ALT), Louis Rogers introduces Capital Square, including when it was founded, its focus, and its range of offerings.
Clip: Capital Square’s Focus on Diversification
In this clip from Inside the V(ALT), Louis Rogers talks about Capital’s Square’s large platform of properties covering multifamily and more.
Clip: Rent Collection During COVID Shutdowns
In this clip from Inside the V(ALT), Louis Rogers describes its rent collection outreach and outcome during COVID shutdowns.
Louis Rogers: Capital Square’s Focus on Diversification
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Chris Shaw: COVID-19’s Effect on Alt Investment Capital
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Mike Huisman: COVID’s Effect on New Product Release
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Lisa Robinson: Demand Source for Multifamily Real Estate
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Dr. John Rhodes: The ABC’s for a Better 2021
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