Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership
The partnership reinforces value of advice, delivering wealth management, and services at scale.
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients.
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square.
Bluerock’s Josh Hoffman on the State of the Alts Industry
Bluerock’s Josh Hoffman answers five questions about Blue Vault’s 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports and how wealth advisors can use the report to advance their alts knowledge.
Recent News
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...
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...
More articles…
Which Real Estate Sectors Offer the Biggest Opportunities Over The Next Five Years?
“REITs with great balance sheets will be best positioned to do well in the coming years, especially if we navigate stormier economic seas. Numerous REITs…
Industrial Outlook Calls for Steady Growth in 2020
Despite concerns about the long-term impact of tariffs and the potential for an economic downturn, the outlook for the U.S. industrial sector heading into 2020 remains positive…
Griffin Capital Celebrates Robust Growth with Over $1.0 Billion Raised Year-to-Date for Griffin Institutional Access Real Estate Fund
Griffin Capital Company, LLC (“Griffin Capital”), an alternative asset manager, today announced over $1.0 billion in equity raised 2019…
Resource’s Outlook on Late-cycle Real Estate Investing
Resource’s Outlook on Late-cycle Real Estate Investing August 27, 2019 | James Sprow | Blue Vault The Federal Reserve’s recent pivot to a “mid-cycle adjustment” on interest rates, combined with further tensions in the United States’ trade war with China, have ushered...
VEREIT and American Realty Capital to Pay Nearly $1 Billion to Settle Lawsuits
VEREIT, Inc. (NYSE: VER) announced Tuesday, September 8, that VEREIT, Inc. and VEREIT Operating Partnership, L.P. entered into agreements to settle…
JLL Income Property Trust Declares Special Dividend and 31st Consecutive Quarterly Dividend
In an August 13 press release, JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), announced…
Owl Rock Capital Corporation Obtains $250 Million Financing
Owl Rock Capital Corporation (“ORCC”) unit ORCC Financing IV LLC on August 2 entered into a secured credit…
Phillips Edison Grocery Center REIT III to Merge with Sponsor
Phillips Edison Grocery Center REIT III Inc., or PECO III, reached a deal to merge with Phillips Edison & Co. Inc., or PECO, following its…
Which nontraded REIT purchased an apartment complex in West Palm Beach, Florida, in May 2019 and survived the passing of Hurricane Dorian on September 3, 2019, unscathed?
Answer: Cottonwood Communities, Inc., a nontraded REIT program, purchased the 256-unit apartment community in May 2019 for…
Cole Credit Property Trust IV Changes Course, to Sell 454 Properties for $1.25 Billion
Cole Credit Property Trust IV, Inc., now renamed CIM Real Estate Finance Trust, Inc. (the “Company”) intends to pursue a more diversified investment strategy…











