Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
In terms of total assets, what percentage of the interval fund industry is made up of the ten largest funds?
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Types of Alts: Structures, Strategies, and Solutions
Learn about the different types of alternative investment structures and strategies that asset managers employ to help investors diversify portfolios, generate income, reduce risk, and lower volatility.
Recent News
CION Ares Diversified Credit Fund Reaches Milestone Six-Year Track Record
CION Ares Diversified Credit Fund Reaches Milestone Six-Year Track Record January 31, 2023 | CION Ares Management LLC CION Ares Management LLC, a joint venture between...
Redemption Requests Raise Eyebrows for Non-Traded REITs
Redemption Requests Raise Eyebrows for Non-Traded REITs January 30, 2023 | Beth Mattson-Teig | WealthManagement.com The wave of capital flowing into non-traded REITs in...
Strategic Student & Senior Housing Trust Announces New Increased Estimated Per Share Net Asset Value
Strategic Student & Senior Housing Trust Announces New Increased Estimated Per Share Net Asset Value January 30, 2023 | Strategic Student & Senior Housing Trust...
Strategic Storage Trust VI, Inc. Acquires First Storage Facility in Edmonton, Alberta, Canada
Strategic Storage Trust VI, Inc. Acquires First Storage Facility in Edmonton, Alberta, Canada January 31, 2023 | SmartStop Self Storage REIT, Inc. Strategic Storage Trust...
Proteus’ Private Equity Platform to Provide Single Access Point to Registered Investment Advisory Clients Investing in Cynosure
Proteus’ Private Equity Platform to Provide Single Access Point to Registered Investment Advisory Clients Investing in Cynosure January 26, 2023 | Proteus, LLC Proteus, LLC...
Capital Square Launches CSRA Opportunity Zone Fund VIII to Develop 348-Unit Class A Multifamily Community in Knoxville, Tennessee
Capital Square Launches CSRA Opportunity Zone Fund VIII to Develop 348-Unit Class A Multifamily Community in Knoxville, Tennessee January 30, 2023 | Capital Square Capital...
More articles…
December Nontraded REIT, BDC Sales Down
Nontraded REITs booked capital raise of $405.7 million in December*, down 2.7% from the $417.0 million in November.
Public Hearing on Investing in Qualified Opportunity Funds Postponed
The public hearing on proposed regulations under section 1400Z-2 of the Internal Revenue Code concerning capital gains invested in qualified opportunity funds
Where Multifamily Investors Are Seeking Opportunities
Over the last three years, a portion of the multifamily investment community has begun to look beyond urban centers like New York, Boston, and San Francisco.
Downside Beta and Upside Beta: REITs Have Generally Protected Against Stock Market Declines
Early January 2019 has seen a continuation of the stock market turmoil that dominated December 2018…
Carter Validus Mission Critical REIT Reached 2% Limit in Q1 2019 SRP
According to the REIT’s Second Amended and Restated Share Repurchase Program (the “Amended & Restated SRP”), which became effective January 1, 2019,…
Which sponsor of a nontraded REIT has been investing in real estate since 1934 and had $988 billion in assets under management, including $45 billion in U.S. real estate as of September 30, 2018?
Nuveen Global Cities REIT is sponsored by Nuveen. The REIT is currently offering up to $5 billion of common stock in a perpetual life offering, featuring monthly Net Asset Values (NAVs). The public offering includes four share classes (T, S, D, and I shares). Teachers Insurance and Annuity Association of America (“TIAA”) is the ultimate parent company of TIAA Global Asset Management/Nuveen.
In the Wake of Stock Market Turmoil: Returns, Volatility, Correlation, Beta, Diversification Benefits, and Forward Expectations for REITs
December 2018 was bitter for investors. Total returns in the broad REIT market were…
Kroger, Microsoft Create Futuristic Grocery Store. Amazon, Take Note
Kroger Co. and Microsoft Corp. are joining forces to bring the ease of online shopping to brick-and-mortar grocery stores…
REIT Outlook and Top Real Estate Issues to Watch for in 2019
The next year is likely to be a good but not great one for real estate, with solid job growth, consumer spending and business activity driving demand for nearly all types of commercial real estate.
Will Appraisals of Big-Box Store Properties Affect Nontraded REIT Portfolio Values?
A January 6, 2019, article in the New York Times reported that big-box retailers are using an aggressive legal tactic to shrink their property tax bills. According to the article,…











