Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
ExchangeRight’s First Essential Income DST Offering Fully Subscribed, Enabling Accelerated REIT Access
“We launched the Essential Income DST platform to provide investors with new accelerated access to ExchangeRight’s Essential Income REIT, which is designed to provide investors with increased diversification, enhanced liquidity, and long-term growth potential.” — Joshua Ungerecht, a managing partner at ExchangeRight.
Eagle Point Credit Company Inc. Announces First Quarter 2025 Financial Results and Declares Third Quarter 2025 Common and Preferred Distributions
“The Company had a solid start to the year, deploying nearly $200 million into new investments with compelling risk-adjusted returns.” — Thomas P. Majewski, Chief Executive Officer.
FSI Launches FinancialCareers.org to Attract Next-Gen Financial Advisors and Industry Leaders
New site provides career resources and job opportunities in the independent financial services industry.
CIM Group and Partners Announce the Grand Opening of Miami Worldcenter, 27-acre $6 Billion Mixed-use Development in the Heart of Downtown Miami
CIM Group has extensive experience with various types of retail, from street-retail districts and infill neighborhood programs to traditional retail centers.
Recent News
Investor Relations and New Investment Processing
Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an...
The World’s Empty Office Buildings Have Become a Debt Time Bomb
The World’s Empty Office Buildings Have Become a Debt Time Bomb June 23, 2023 | Natalie Wong, John Gittelsohn, Jack Sidders and Shawna Kwan | Bloomberg In New York and...
Silicon Valley, Calif., Office Vacancy Surging
Silicon Valley, Calif., Office Vacancy Surging June 26, 2023 | S&P Global Market Intelligence Vacant office space is piling up in California’s Silicon Valley as...
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re...
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and...
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small | UMB When managers of private funds decide to launch a strategy as a...
More articles…
WealthForge and Chalice Partner To Modernize Alternative Investing for RIAs
WealthForge and Chalice Partner To Modernize Alternative Investing for RIAs June 26, 2020 SAN DIEGO, June 26, 2020 /PRNewswire-PRWeb/ — Chalice Network, an online member-based digital marketplace for independent, small and mid-sized businesses that provides...
July 2020 Nontraded REIT Capital Raise Drops, Nontraded Preferred Issuances Increase
Blue Vault received July sales totals for 12 effective nontraded REIT program offerings as of August 10. Sales reported by those 12 NTRs totaled…
NMHC Rent Payment Tracker Finds 79.3 Percent of Apartment Households Paid Rent as of August 6
The National Multifamily Housing Council (NMHC)’s Rent Payment Tracker found 79.3 percent of apartment households made a full or partial rent payment by…
CRE investors still taking a wait-and-see approach
Second quarter transaction volumes for commercial property remain severely depressed and changes in pricing are moving slower than expected, according to new…
What Worked, What Didn’t for CRE Pros Working Remotely
When the novel coronavirus pandemic forced all two dozen workers at David Eyzenberg’s eponymous real estate investment bank to work remotely, its founder…
Retail Rent Collections Increased in July
Retail rent collections increased in July compared to earlier months during the pandemic. According to data from Datex Property Solutions, retail rent collections were 68.8% in…
Some Investors See Now as the Time to Buy Hotels. Here’s What to Keep in Mind.
The hospitality industry has been one of the hardest hit commercial property sectors during the pandemic, so what can prospective hotel investors…
Lisa Robinson: COVID-19’s Effect on Multifamily Real Estate
In this clip, Stacy Chitty (Managing Partner, Blue Vault) and Lisa Robinson (President, Carter Multifamily) cover how multifamily has performed since March 2020.
MOB Sales Fell by Nearly 50 Percent in the Second Quarter, But the Sector’s Outlook Is Strong
Investment sales volumes in the medical office buildings (MOB) sector have dipped and cap rates have flattened in recent month, but the…
The next wave to hit Main Street
Call it the great retail wash. A wave of defaults, bankruptcies and evictions expected in cities across the U.S. is poised to remake the retail landscape across the country, but…










