Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
ExchangeRight Strengthens National Accounts Team with Michele Drummond’s Promotion to SVP
In this new role, Michele will be instrumental in advancing relationships with broker-dealers, RIAs, custodial platforms, and other key partners.
SEI Appoints Robert Hum to Lead Investment Product Development and Activation
The new team reinforces strategic focus on investing in talent and enhancing solutions to drive growth.
Eagle Point Securities Offers Institutional Private Credit Strategies to Private Wealth Clients
The funds offered provide individual investors with access to institutional investment strategies with established track records and a history of delivering strong returns while seeking to provide principal protection.
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.
Recent News
Private equity fundraising down 35% in Q2, Preqin says
Private equity fundraising down 35% in Q2, Preqin says July 26, 2023 | Arleen Jacobius | Pensions&Investments Private equity funds worldwide had a difficult time on the...
REITs: What’s Ahead for the Second Half of 2023
REITs: What’s Ahead for the Second Half of 2023 July 31, 2023 | John Worth | Nareit As we look ahead to the second half of 2023, the economic and commercial real estate...
Smaller Apartment Markets Become a Great Investment Opportunity
Smaller Apartment Markets Become a Great Investment Opportunity July 27, 2023 | Barbara Ballinger | Globest Due to work-from-home and hybrid work options and the appeal of...
Infill industrial transload facility trades for $74.7M in Savannah
Infill industrial transload facility trades for $74.7M in Savannah: JLL Capital Markets arranges sale of the newly built Savannah Transload Facility to J.P. Morgan Real...
Apartment Developers Turn to Non-Bank Lenders for Construction Loans
Apartment Developers Turn to Non-Bank Lenders for Construction Loans Jul 25, 2023 | Bendix Anderson | Wealth Management Apartment developers are finding ways to pay for new...
Top 5 Advantages of Rule 506(c)
Top 5 Advantages of Rule 506(c) July 25, 2023 | Jim Raper | WealthForge When Title II of the Jump Start our Business Startups (JOBS) Act took effect in September 2013, Rule...
More articles…
Growing Number of Landlords Are Offering Restaurants Percentage-Only Rent
A recent survey by the NYC Hospitality Alliance helps illustrate the dire straits of America’s restaurants…
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
Sorry, but you do not have permission to view this content.
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.











