Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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
Investments In Nontraded REITs Up 39%, But Still Far Outpaced By Withdrawals
Investments In Nontraded REITs Up 39%, But Still Far Outpaced By Withdrawals July 28, 2023 | Ciara Long | Bisnow Fundraising shot back up in June for nontraded REITs...
Practice Management: Why Innovators Pounce When Growth Slows
Practice Management: Why Innovators Pounce When Growth Slows July 28, 2023 | Megan Carpenter | Wealth Management If you want to see how business leaders respond to a...
Barry Sternlicht: ‘Category 5 Hurricane’ Has Come For Commercial Real Estate
Barry Sternlicht: ‘Category 5 Hurricane’ Has Come For Commercial Real Estate July 21, 2o23 | Ciara Long | Bisnow New distress opportunities are emerging for commercial...
Brian Evans: Alternatives Are a True Diversification Class
Brian Evans (Founder, Madrona Financial Services) reviews five attributes of investing and how many apply to alternative investments in this Blue Vault...
Concerns percolate about how SEC’s AI proposal aligns with Reg BI
Concerns percolate about how SEC’s AI proposal aligns with Reg BI July 27, 2023 | Mark Schoeff Jr. | Investment News An SEC proposal to eliminate conflicts of interest in...
Blue Vault Expands Coverage of Tender Offer Funds
Blue Vault’s coverage of tender offer funds expands with first-time reporting on ten offerings. See below for a complete list of all the newly-published classic pdf...
More articles…
Self-Storage Attracts New Buyers
New buyers are making big bets on self-storage properties—despite an uncertain economy distressed by the relentless spread of the coronavirus, as doctors diagnose…
Oaktree Real Estate Income Trust Updates Portfolio, NAVs and Pricing
“Our NAV per share increased for the month ending September 30, 2020, up $0.08 and $0.06 on our Class I and Class S shares, respectively. The price movement…
The State of the Self-Storage Market, Fall 2020
Despite the disruption the coronavirus pandemic has created for numerous industries, certain business types still provide opportunities for investors during the recession and are likely to…
Hartman Short Term Income Properties XX Completes Mergers
The mergers of Hartman Income REIT Inc. and Hartman Short Term Income Properties XIX Inc. into Hartman Short Term Income Properties XX have been…
Inland Venture Partners Closes Out Manufactured Housing Offering
“We are delighted to see the strong support for this offering even amid the global pandemic,” said Rod Curtis
Starwood REIT Buys Two Housing Portfolios, Four Industrial Assets for $809 Million
Starwood Real Estate Income Trust Inc. acquired two affordable housing portfolios and an industrial property portfolio for a total of…
Which North Dakota company has acquired 27+ hotels and offers investors an UPREIT structure?
Answer: Legendary Acquisitions, based in Fargo, North Dakota, buys 80- to 400-room limited service, select service, full service and extended-stay hotels…
How many of the 60 nontraded REITs lowered their distribution rates between Q1 2020 and Q2 2020?
Answer: Thirteen REITs lowered their distribution rates between Q1 and Q2 2020…
Resource Real Estate REITs to Vote on Merger
Stockholders of Resource Real Estate Opportunity REIT Inc. (“REIT I”) and Resource Apartment REIT III Inc. (“REIT III”) will hold separate special meetings on…
Listed U.S. Equity REITs Trade at Median 16.7% Discount to NAV
Publicly traded U.S. equity REITs traded at a median 16.7% discount to their consensus S&P Global Market Intelligence net asset value per-share estimates as of…
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