Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
The Lowdown on UPREITs: Keeping Investment Property in Play
An UPREIT is a tax-advantaged investment structure that allows property owners to exchange their DST ownership into the operating partnership of a more diversified real estate investment trust.
Christine Russo Promoted to COO of Madison Capital Group Holdings
A key member of the leadership team at Madison Communities, the multifamily subsidiary for Madison Capital Group Holdings, Russo brings 28 years of experience in multifamily housing operations, development and asset optimization.
ADISA Appoints Jade Miller as First CEO
In the newly created role, Miller will work alongside Executive Director John Grady to lead the organization’s next chapter.
BNY and iCapital® Form Alliance
This alliance will create streamlined access to investment products and further support growth across alternative asset managers and the wealth channel.
Recent News
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023?
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023? Answer:...
CIM Real Assets & Credit Fund Announces 16.7% Dividend Increase
CIM Real Assets & Credit Fund (“CIM RACR” or the “Fund”) announced today that its Board of Directors has declared monthly cash dividends of $0.148 per share of Class A...
American Healthcare REIT Reduces NAV and Suspends DRIP
American Healthcare REIT Reduces NAV and Suspends DRIP March 20, 2023 | James Sprow | Blue Vault On March 15, 2023, American Healthcare REIT’s board of directors unanimously...
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program March 21, 2023 | Altigo A.G.P./Alliance Global Partners, a full-service investment firm and...
Diversifying Beyond the 60/40 Portfolio: Part 2
Diversifying Beyond the 60/40 Portfolio: Part 2 March 20, 2023 | Larry Swedroe | WealthManagement.com In the first article in this series, I established that portfolios...
Apollo units name successor chief compliance officer
Apollo units name successor chief compliance officer March 20, 2023 | Compliance Week Apollo Global Management announced the promotion of Ryan Del Giudice to chief...
More articles…
Gimme Shelter: REITs and Trade Disputes
Bickering between the United States and China has threatened to turn into a full-blown trade war, as leaders of each country have ratcheted up tariffs on imports from the other country. Analysts fear that…
Duff & Phelps Analyst Positive on REIT Valuations
Ross Prindle, managing director and global head of the real estate advisory group at Duff & Phelps, participated in a video interview at Nareit’s REITwise: 2019 Law, Accounting & Finance Conference in San Antonio…
Black Creek Diversified Property Fund Sells Office Building in San Francisco for $191.5 Million
On May 6, 2019, Black Creek Diversified Property Fund Inc. completed the sale of 655 Montgomery, an office property located in San Francisco, California, comprising approximately…
Phillips Edison & Company Reports First Quarter 2019 Results; Increases Estimated Value Per Share to $11.10
Phillips Edison & Company, Inc. (“PECO” or the “Company”), an internally-managed real estate investment trust (“REIT”) and one of the nation’s largest…
KBS Strategic Opportunity REIT Board Recommends Rejection of MacKenzie Tender Offer
In a May 6, 2019, letter to stockholders, the board of directors of KBS Strategic Opportunity REIT, Inc., recommended against selling shares for $5.15 per share to MacKenzie Capital…
Breaking Down Alternative Investment Sales
Sales by reporting nontraded REITs during Q1 2019 totaled an estimated $1.712 billion, including $1.129 billion in sales by Blackstone REIT. The total did not include sales…
Which nontraded REIT program had the second highest dollar value of real estate acquisitions in Q4 2019, after Blackstone REIT’s 123 properties for a total of $1.337 billion?
Answer: Hartman Short Term Income Properties XX, Inc. acquired 26 properties on October 1, 2018, for a total of $313.2 million.
WSJ Reports Fed’s Senior Loan Officer Survey Points to Trouble for CRE
The Wall Street Journal’s “Daily Shot” for Tuesday, May 7, includes data from a survey of domestic banks by the Federal Reserve that shows an increasing number of those respondents…
Redfin Migration Report: Phoenix is the Top Destination, Particularly among Los Angelenos and People Looking to Leave Other Expensive, High-Tax Metros
Twenty-five percent of Redfin.com home searchers looked to move to another metro area in the first quarter of 2019, compared to 23 percent during the same period last year. The…
CNL Healthcare Properties II Completes Sale of Overland Park MOB
On May 6, 2019, CNL Healthcare Properties II consummated the sale of the medical office building located in Overland Park, Kansas, to an affiliate of HCP Medical Office Buildings…










