Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says
“Historically, women haven’t always been front and center in financial planning conversations, so advisors need to ensure women are well-positioned to manage the wealth coming their way.” — Cherie Fournier, Marketing Intent
Vistra collaborates with 1776ing to enhance alternative investment processing
“1776ing is dedicated to creating a frictionless investment experience and our collaboration with Vistra will amplify this mission.” — Sean O’Toole, Founder and CEO of 1776ing
Five Questions with Ryan Detrick: Navigating U.S. Markets
“Stocks and bonds are what a lot of people think of when they think about investments, but alternatives are becoming more important. As this economic cycle ages, having some non-correlated assets like alts is going to be very important for investors.” — Ryan Detrick
What was the size of the interval fund industry as of September 30, 2024 in terms of total assets, and how does that compare to September 30, 2023?
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Recent News
Office space available for rent hits new record high
Office space available for rent hits new record high April 11, 2023 | Emily Peck | Axios Markets Office space available for lease in the U.S. is at a record high, according...
Triton Pacific portfolio firm buys two KFC locations in Alabama, US
Triton Pacific portfolio firm buys two KFC locations in Alabama, US April 6, 2023 | Verdict Food Service US-based private equity firm Triton Pacific Capital Partners has...
Baby Boomers Stay in Their Homes Longer, Driving Younger Households Toward Single-Family Rentals
Baby Boomers Stay in Their Homes Longer, Driving Younger Households Toward Single-Family Rentals April 9, 2023 | Richard Lawson | Costar.com A growing number of seniors...
Publicly-Traded REITs Tread Water in March; Remain Up for the Year
Publicly-Traded REITs Tread Water in March; Remain Up for the Year April 10, 2023 | David Bodamer | WealthManagement.com The Nareit All Equity REIT Index was down...
Silver Star Properties announces pivot to self-storage and the acquisition of Southern Star Self-Storage Investment Company
Silver Star Properties announces pivot to self-storage and the acquisition of Southern Star Self-Storage Investment Company April 6, 2023 | RE Journals Silver Star...
Life Sciences Market Being Driven by Late Stage Clinical Pipeline, CBRE Says
Life Sciences Market Being Driven by Late Stage Clinical Pipeline, CBRE Says April 6, 2023 | Sarah Borchersen-Keto | Nareit A record number of products still under...
More articles…
Healthcare Trust Announces Offering of Series A Cumulative Redeemable Perpetual Preferred Stock
Healthcare Trust, Inc. (“HTI” or the “Company”) today announced the launch of a proposed underwritten public offering of 1,400,000 shares of its Series A Cumulative…
Kimco’s Ross Cooper Discusses the Future of U.S. Shopping Centers
While not bullet-proof to the struggles of the overall retail sector, open-air and neighborhood shopping centers haven’t faced the same immense struggles…
SmartStop Self Storage REIT Provides Q3 2019 Update
On December 5, 2019, SmartStop Self Storage REIT, Inc. (the “Company”) held a webinar for registered representatives and stockholders to review the Company’s financial results…
Priority Income Fund Announces Preferred Capital Securities as Dealer Manager for Offering
Priority Income Fund, Inc. (“Priority”), a non-traded, closed-end management investment company registered under the Investment Company Act of 1940, as amended, announced that…
Which self-managed nontraded REIT recently sold $150 million in convertible preferred stock to a listed REIT in the same industry sector?
Answer: SmartStop Self Storage REIT Inc. entered into a preferred stock purchase agreement with a subsidiary of Extra Space Storage, Inc. (NYSE: EXR) in which EXR committed to purchase up to…
An Influential Fintech Line-Up to Advance New “AltsTech Forum”
Technology is quickly changing the landscape for wealth advisors who use alternative investments. To truly understand what best-in-class technology has to…
An Influential Fintech Line-Up to Advance New “AltsTech Forum”
Technology is quickly changing the landscape for wealth advisors who use alternative investments. To truly understand what best-in-class technology has…
Blue Vault Bowman Alts Summit 2020
Fueled by a strong passion for adding real value, Managing Partner Stacy Chitty and the Blue Vault team ventured out in 2015 to do something different. As the…
KBS REIT II Explains to Shareholders the Decrease in NAV
In a December 3, 2019, letter to shareholders, KBS Real Estate Investment Trust II, Inc.’s board of directors explained the decrease in the estimated value per share…
CIM Real Estate Finance Trust, Inc. Closes First Tranche of Transaction of Single-Tenant Properties with Realty Income
Certain subsidiaries of CIM Real Estate Finance Trust, Inc. (“CMFT” or the “Company”), a publicly registered non-listed real estate investment trust (“REIT”), completed the sale of…











