Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Vault: Unparalleled Alts Intel and Insights
Blue Vault prides itself on being the alternative investments “hub” for wealth advisors. That means being an exclusive source of performance metrics and alts knowledge.
Investor Demand for ExchangeRight’s Resilient All-Cash DST Offerings Continues
ExchangeRight fully subscribes its Net-Leased All-Cash 11 DST, offering 5.20% income from net-leased real estate and tax-deferred exit strategies.
iCapital® Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures
iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program.
Bluerock Celebrates 20 Years of Sponsoring Industry-Leading 1031 Exchange Investment Programs
Bluerock and its affiliate Bluerock Value Exchange acknowledge 20 years of sponsoring industry-leading 1031 exchange and DST investment programs to individual investors.
Recent News
Inland Real Estate Acquisitions, LLC Closed Over $374 Million in Self-Storage Properties in 2022
Inland Real Estate Acquisitions, LLC (“Inland Acquisitions”) announced today that it negotiated and closed the purchase of more than $374 million in self-storage properties...
Some Bright Spots in the Rental Housing Landscape
Some Bright Spots in the Rental Housing Landscape April 6, 2023 | Barbara Ballinger | GlobeSt.com The news has been grim for rental housing landlords and investors...
Blackstone REIT limits investor redemptions again in March
Blackstone REIT limits investor redemptions again in March April 3, 2023 | Chibuike Oguh | Reuters Blackstone Inc (BX.N) said on Monday it had again blocked...
Marketing Intent Wins Gramercy Institute Award for Strategic Excellence in Financial Marketing
Marketing Intent Wins Gramercy Institute Award for Strategic Excellence in Financial Marketing April 5, 2023 | Marketing Intent Marketing Intent, a marketing firm...
Which five NAV REITs had the largest increases in their net asset values per share in February 2023?
Which five NAV REITs had the largest increases in their net asset values per share in February 2023? Answer: J.P. Morgan REIT (+6.37%), Cantor Fitzgerald Income Trust...
Investors Sold REITs in Response to the Banking Crisis. They May Have Overreacted.
Investors Sold REITs in Response to the Banking Crisis. They May Have Overreacted. April 3, 2023 | Hannah Zhang | Institutional Investor The recent collapse of Silicon...
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Docupace
Docupace is a technology company built for the financial services and wealth management industry. For over 15 years, they’ve dedicated their resources to…
Riskalyze Provides Tools to Align Client Goals and Risk Tolerance with Portfolio Design
How much investment risk should clients take on? Riskalyze uses leading scientific theory to objectively pinpoint an investor’s “Risk Number.” Using the investor’s Risk Number and…
Riskalyze Provides Tools to Align Client Goals and Risk Tolerance with Portfolio Design
How much investment risk should clients take on? Riskalyze uses leading scientific…
InPoint Commercial Real Estate Income, Inc. Originates More Than $76 Million in First Mortgage Loans in Q4
InPoint’s portfolio of first mortgage loans, CMBS and credit loans are secured by multifamily, industrial, office, hospitality, student housing and retail real estate assets located across the United States.
Pacific Oak Strategic Opportunity REIT II Responds to Third Party Tender Offer
Comrit Investments 1, LP, filed a tender offer for the shares of Pacific Oak Strategic Opportunity REIT II, Inc. at a price of $7.20 per share. In a letter to shareholders…
New Year Begins on High Note With Hiring Surge in Construction Sector
Better-than-expected job additions do not sway forecasts. Employers added 225,000 positions to payrolls in the first month of 2020, starting…
CNB Custody
Community National Bank (CNB) was founded in 1984 as a traditional bank by a group of individuals in Nemaha County, Kansas on a philosophy of…
CNB Custody
Community National Bank (CNB) was founded in 1984 as a traditional bank by a group of individuals in Nemaha County, Kansas on a philosophy of…
Cole Office & Industrial REIT II Acquires Office Building in Hunt Valley, Maryland
CIM Group announced on February 6 that CCIT II (Cole Office & Industrial REIT II, Inc.), a publicly registered non-listed real estate investment trust…
CIM Income NAV Files $4 Billion Best-Efforts Offering
Nontraded REIT CIM Income NAV Inc. filed for a best-efforts offering of up to $4.00 billion in shares of four classes of its…










