Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Smart Marketing Keeps Advisors Coming Back
Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.
Blue Vault’s alternative investment data includes coverage of 50 active tender offer funds. Which tender offer fund had the highest capital raise based on the most recent filing?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
The Lowdown on UPREITs: Keeping Investment Property in Play
An UPREIT is a tax-advantaged investment structure that allows property owners to exchange their DST ownership into the operating partnership of a more diversified real estate investment trust.
Christine Russo Promoted to COO of Madison Capital Group Holdings
A key member of the leadership team at Madison Communities, the multifamily subsidiary for Madison Capital Group Holdings, Russo brings 28 years of experience in multifamily housing operations, development and asset optimization.
Recent News
StratCap Acquires Approximately $90 Million in Digital Infrastructure Assets
StratCap (“StratCap” or “the Company”) announce today that in Q2 2023 the Company acquired nearly $90 million of essential digital infrastructure assets including 13 cell...
How many interval funds reported total assets of at least $1 billion as of March 31, 2023?
How many interval funds reported total assets of at least $1 billion as of March 31, 2023? Answer: Sixteen funds reported assets in excess of $1 billion as of March 31,...
ExchangeRight REIT Completes 506(c) Conversion Following Successful Public Reporting Launch
ExchangeRight REIT Completes 506(c) Conversion Following Successful Public Reporting Launch July 12, 2023 | ExchangeRight ExchangeRight, one of the nation’s leading...
Fund Accounting for Today’s Funds
Fund Accounting for Today’s Funds July 6, 2023 | David Fisher | Phoenix American Private equity funds have unique fund accounting challenges, the more so because no two...
Why Hire A Marketing Firm For A 506(B)?
Why Hire A Marketing Firm For A 506(B)? July 10, 2023 | Marketing Intent Some firms offering 506(b) private placements wonder why they would hire a marketing firm. While a...
Is Your Marketing Ignoring Due Diligence Officers?
Is Your Marketing Ignoring Due Diligence Officers? July 10, 2023 | Marketing Intent Due diligence officers play a key role in the success of investment offerings through...
More articles…
Amit Khanna: Alternative Investment Platform Advancements
In this clip from Inside the V(ALT), Amit Khanna covers Pershing, LLC’s advancements in the ability of advisors to manage their alternative investment usage.
Law Firms Are Dumping a Significant Amount of Office Space
The pandemic has boosted business at many law firms. But it also initiated a long-overdue correction to law firm operations, forcing a focus on efficiencies and the ongoing success of the firms…
Resource Apartment REIT III, Resource Real Estate Opportunity REITs I and II to Resume Special Redemptions
On October 22, 2020, the boards of directors of Resource Apartment REIT III (“REIT III”), Resource Opportunity REIT I (“REIT I”) and…
Extra Space Storage Purchases Additional $50 Million of SmartStop Self Storage REIT Preferred Stock
Extra Space Storage Inc. subsidiary Extra Space Storage LP acquired an additional $50 million of SmartStop Self Storage REIT Inc.’s series A convertible…
If approved by shareholders, what will the shareholders of Cole Office & Industrial REIT (CCIT II), Inc. (“CCIT II”), Cole Office & Industrial REIT (CCIT III), Inc. (“CCIT III”) and Cole Credit Property Trust V, Inc. (“CCPT V”) receive in the proposed merger with CIM Real Estate Finance Trust, Inc. (“CMFT”)?
Answer: Subject to the terms and conditions of the merger agreements, CCIT II, CCIT III and CCPT V stockholders would receive, for each share of common stock of the…
Inside the V(ALT), with Amit Khanna of BNY Mellon | Pershing
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Clip: Future of Alternative Investments
What does the future of alternative investments look like for the next 5-10 years? Find out in this clip from our Inside the V(ALT) podcast featuring Amit Khanna of Pershing, LLC.
Blackstone Real Estate Buying Simply Self Storage in $1.2B Deal with Brookfield
The Blackstone Group Inc.’s Blackstone Real Estate Income Trust Inc. entered into a definitive agreement to acquire Simply Storage Management LLC…
Clip: Why Do Advisors Use Alternative Investments?
In this clip from our Inside the V(ALT) podcast featuring Amit Khanna, he discusses the reasons advisors are using alternative investments.
NMHC Rent Payment Tracker Finds 90.6 Percent of Apartment Households Paid Rent as of October 20
The National Multifamily Housing Council (NMHC)’s Rent Payment Tracker found 90.6 percent of apartment households made a full or partial rent payment by October 20 in its…










