Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Humanize Your Brand with Edutainment
Edutainment is a marketing strategy that is both engaging and memorable and it can transform the way you connect with financial advisors.
Recent News
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...
Inland Green Capital Collaborates with Inland Mortgage Capital to Streamline PACE Financing for Commercial Property Owners
Inland Green Capital LLC (“Inland Green Capital”) is excited to announce a new collaboration with Inland Mortgage Capital, LLC (“IMC”), a private lender specializing in...
Four Springs Fully Subscribes $32 Million DST Offering
Four Springs Fully Subscribes $32 Million DST Offering April 4, 2023 | Kinsley Lively | DI Wire Four Springs TEN31 Xchange LLC, a sponsor of Delaware statutory trust...
Phoenix American Announces New Client, Real Estate Fund Sponsor Versity Invest, for Fund Administration
Phoenix American Announces New Client, Real Estate FundSponsor Versity Invest, for Fund Administration April 4, 2023 | Phoenix American Phoenix American is pleased to...
More articles…
ExchangeRight Fully Subscribes $99.95 Million Net-Leased DST Offering
PASADENA, Calif. – ExchangeRight has fully subscribed its $99.95 million Net-Leased Portfolio 26 DST offering, following a record-breaking year of sales…
CRE investors, brokers, lenders expect rush to place capital ahead of U.S. election
According to a new report, commercial real estate investors, brokers and lenders are expecting a potential surge of activity in the first half of 2020. Report participants noted…
Lightstone Value Plus Real Estate Investment Trust V Extends Tender Offer
Lightstone Value Plus Real Estate Investment Trust V extended the expiration date of its self-tender offer to February 28, 2020. The REIT filed an offer to purchase…
Which Are the Most Desired Quick Service Restaurants in the Net Lease Sector?
Cap rates for net-leased quick-service restaurants (QSR) have been pushed to record lows recently by private and 1031 exchange investors with…
SmartStop Self Storage REIT Expands Executive Team with Joe Robinson as Chief Operations Officer
LADERA RANCH, Calif. – (Feb. 6, 2020) – SmartStop Self Storage REIT, Inc. (“SmartStop”, f/k/a Strategic Storage Trust II, Inc.), a public non-traded real estate investment trust, announced today…
Private payrolls soar in January, the best monthly gain in nearly 5 years
The jobs market kicked off 2020 in grand fashion, adding 291,000 in private payrolls for the best monthly gain since May 2015, according to a report…
Economic Fundamentals for Real Estate Remain Solid
The economic fundamentals for commercial real estate were solid through the end of 2019. The economy continued to grow at a moderate rate, with a…
WSJ Reports Chinese Lead Foreign Selling of U.S. Commercial Property
In a February 4 article by Esther Fung, the Wall Street Journal reports that “Chinese investors sold off billions more in U.S. commercial property last year than they bought…
Inland Securities Corporation Supports FINRA’s Midwest Region Committee
“We are thrilled to have Suzanne join the FINRA Midwest Regional Committee and believe her background and experience will be an excellent complement to the group.”
Envision Financial Systems
Envision Financial Systems recently celebrated 25 years as a company and has grown its business by delivering innovative, tailored solutions for brokerage…










