Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Empower Survey Reveals Growing Advisor Support for Private Market Investments in Retirement Plans
While diversification and return potential drive interest, 2/3 say greater ERISA/regulatory clarity is needed.
Lead With Why: Storytelling Helps Sell Alts
Advisors aren’t just looking to plug numbers into a spreadsheet to share with their clients. They’re looking to build trust, tell a compelling story, and offer meaningful solutions.
Blue Vault’s alternative investment data includes coverage of 41 active, equity-focused tender offer funds. Which of those funds had the highest capital raise based on most recent filings?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
How Active Management is Helping Fuel the Nontraded REIT Rebound: A Conversation with ExchangeRight’s Warren Thomas
The Essential Income REIT is managed by an experienced, cross-functional team that includes acquisition analysts, underwriters, asset managers, legal professionals, and senior executives.
Stay informed about alts
Subscribe to our free emails
Recent News
Private Debt Exceeds Investor Expectations; RE Debt Funds Target ‘huge void’
Private Debt Exceeds Investor Expectations; RE Debt Funds Target ‘huge void’ August 25, 2023 | Claire Wilson | S&P Global Market Intelligence Of all...
Adding Value To Your Webinars
Adding Value To Your Webinars September 7, 2023 | Marketing Intent Webinars – are they all about you? They shouldn’t be. At least that’s what we have heard from advisors....
Third-Party Information Is Invaluable
Third-Party Information Is Invaluable August 31, 2023 | Marketing Intent Financial advisors love getting third-party information from asset managers. This is what we’ve...
ExchangeRight’s $110 Million Offering Designed for Recession-Resilience Achieves Full Subscription
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that the company has fully subscribed its Net-Leased...
Blue Vault Q2 2023 Performance Reports Update
Blue Vault Q2 2023 Performance Reports Update 9-7-2023 Blue Vault has published Q2 2023 Individual Performance Report and Limited Operations pages for the following...
AltsDay 2023 Registration Now Open
AltsDay 2023 Registration Now Open Join us for a one-day virtual educational event focused on the alternative investments market. This rapidly growing investment option...
More articles…
Gary Davi: Marketing Automation
...
Grier Eliasek: Importance of Investment Diversity
...
Kyle Van Pelt: The Fuel of Future Innovation
...
SmartStop Self Storage REIT, Inc. Acquires Self Storage Facility in the Greater Toronto Area
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully-integrated self storage company with approximately $1.7 billion…
Inland Real Estate Group Purchases 11 Single-Tenant Retail Portfolio
The pandemic-, internet- and recession-resistant retail properties are net leased to Stop & Shop…
Which Reg. D offering that will invest in limited, select-service and extended-stay hotels will be the first voluntarily reporting Reg. D with monthly shareholder updates?
Answer: Legendary Capital’s Lodging Fund REIT III is a $100 million offering with a $5,000 minimum investment that will voluntarily provide…
Over its investment history, Sealy & Company has invested in well over 300 projects. What has been the gross levered IRR for those projects?
Answer: Historically, Sealy & Company has materially outperformed industry benchmarks by generating a gross levered IRA of over 26%…
Continuously Offered Nontraded REITs Have Impressive Total Returns in March
With regular NAV revisions and distribution yields, the monthly total returns for continuously offered nontraded REIT shares can be calculated and…
Surging demand for logistics properties highlighted in Prologis’ Q1 report
Prologis Inc. (NYSE: PLD) reported core funds from operations of 97 cents per share Monday, 3 cents ahead of the consensus estimate and 14 cents better than…
Redemption Requests Slow Inflows to Real Estate Interval Funds
Real estate interval funds are working to regain the momentum they were enjoying pre-pandemic. Steady inflows of new capital around $2.2 billion per year between 2016 and 2018 took a…
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
