Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology
Marketing Is the New Sales
The firms that stand out—the ones advisors remember and reach out to—are the ones who’ve taken control of their story and told it well.
Cove Capital Investments, LLC Expands Its National Footprint Following the Launch of Its Five Asset $27.6 Million Cove Diversified Portfolio 88 DST Investment for 1031 Exchange Investors
The Cove Diversified Portfolio 88 DST is a 100% debt-free portfolio of assets that features five locations covering multiple geographic regions, asset classes, and tenant companies.
BC Partners promotes four new Partners
“These promotions underscore the exceptional depth and strength of our team — many of whom have built their careers at BC Partners.” — Raymond Svider, Chairman at BC Partners.
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Recent News
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REITs Down Slightly During a Tumultuous Week
REITs were down slightly during a tumultuous week that saw wide swings in broad equity indices. The FTSE Nareit All Equity REITs index posted a total return of…
What does an SOC 2 Type II report signify?
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Cottonwood Communities to Merge with Affiliates
On January 26, 2021, Cottonwood Communities, Inc. (“CCI”) entered into merger agreements to acquire each of Cottonwood Multifamily REIT I, Inc…
Chris Shaw: Retail Alts Product Evolution
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Resource Real Estate Completes Mergers of Three NTRs
Resource REIT, Inc. (“Resource”), formerly known as Resource Real Estate Opportunity REIT II, Inc., announced January 29 that…
Mike Huisman: COVID’s Effect on Product Sponsor Process
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Kirk Montgomery: The Impact of Regulation Best Interest
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GDP Trends Show Risks, Opportunities Ahead
GDP growth decelerated in the fourth quarter to a 4.0% annualized rate, from the record 33.4% pace in the third quarter. Some slowing was inevitable after the quick gains from…
Blackstone REIT Declares January Distributions
On January 28, 2021, Blackstone Real Estate Income Trust, Inc. declared distributions for each class of its common stock in the amount per share set…
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