Professional SErvices News
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SEI to Hold Investor Conference in New York City
Presentations by SEI’s executive leadership will describe the company, its markets, solutions and platforms, and strategies for future growth.
SmartStop Self Storage REIT, Inc. Highlights AI Strategy at Ai4 2025, North America’s Leading Artificial Intelligence Conference
Robinson and Hernandez were the exclusive speakers representing the self-storage sector, underscoring SmartStop’s leadership in technology innovation and its commitment to transforming operations through artificial intelligence.
Bridging the Gap: Why Marketing and Sales Need to Work Together
When marketing and sales are in sync, the results speak for themselves. Your messaging is tighter. Advisors are more engaged. And your team is better equipped to tell your story clearly, confidently, and consistently.
SEI Investments (Europe) Limited Makes Two Key Board Appointments
Diane Seymour-Williams is appointed as Board Chair; David Lawton joins as Independent Non-Executive Director.
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Recent News
Know Your Non-Traded REITs: An Insight into Non-Traded REITs and Their Evolution
Know Your Non-Traded REITs: An Insight into Non-Traded REITs and Their Evolution September 19, 2023 | SS&C Driven by market pressures and regulatory changes, non-traded...
5 Proven Ways to Supercharge Your CTAs
5 Proven Ways to Supercharge Your CTAs September 21, 2023 | Marketing Intent Ever felt that pang of frustration when you can’t find something right in front of you?...
Which nontraded REIT raised a majority of its capital via the issuance of preferred stock in Q2 2023?
Which nontraded REIT raised a majority of its capital via the issuance of preferred stock in Q2 2023? Answer: Cottonwood Communities raised $27.5 million of net proceeds...
A Brief History of Alternative Investments (and the Current State of Play)
A Brief History of Alternative Investments (and the Current State of Play) September 20, 2023 | Johnathan Rickman | Blue Vault The history of alternative investments is a...
ExchangeRight’s Essential Income REIT Acquires $84 Million Portfolio
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company’s Essential Income REIT has acquired...
AI Is Only As Good As The Humans Behind It
AI Is Only As Good As The Humans Behind It September 15, 2023 | Marketing Intent With the rise of AI, people think it can do everything. But it’s important to understand AI...
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Miguel Sosa: The Risk/Reward Imbalance
In this clip from Inside the V(ALT), Miguel Sosa covers how the current interest rate environment has skewed the risk-reward potential of fixed-income securities.
Family Offices Continue to Increase CRE Allocations
Family offices control a staggering amount of wealth globally, and they have a strong appetite for commercial real estate. And although a growing number of private equity funds and…
Phillips Edison & Company Presents Listing Plans to Stockholders
Phillips Edison & Company, Inc. (“PECO”), an internally-managed REIT, is one of the nation’s largest owners and operators of omni-channel grocery-anchored…
Why More Investors Are Seeking Office Buildings in Secondary Markets
Investors seeking higher yields on office acquisitions than core markets could provide have been realigning their investment strategies to target smaller markets over the last decade…
Biden Tax Proposal Would Squeeze Apartment-Building Owners
The Biden administration’s plan to limit a longstanding property-tax break could disrupt the business of investing in apartment buildings, discouraging both…
Blackstone Group to buy 66 apartment complexes in San Diego for more than $1 billion
Private equity giant Blackstone Group plans to purchase 66 residential complexes in San Diego County for more than $1 billion in one of the biggest…
Sila Realty acquires healthcare asset in Indianapolis market
Sila Realty Trust Inc. purchased a roughly 53,560-rentable-square-foot healthcare asset in the Indianapolis market for…
2021 IBD Report Card
For the most part, our annual independent broker/dealer report card shows advisors have a high degree of satisfaction with their chosen firms. Yet the number of advisors affiliated…
Grier Eliasek: Alignment of Interests
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Phoenix American and WealthForge Announce Partnership to Deliver Straight-Through Processing for Alternative Investments
Phoenix American, a leading transfer agent and fund administration provider for alternative investments and WealthForge, a registered broker-dealer and…
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