Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Record growth: Interval funds emerge as key players in alternative investments
“Interval funds’ design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution.” — Kimberly Flynn, XA Investments
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
Recent News
NexPoint Storage Partners Acquires SAFStor to Expand Self-Storage Portfolio
NexPoint Storage Partners, Inc. (“NexPoint Storage”), a self-storage platform affiliated with NexPoint Advisors, today announced that it became the sole owner of...
Blackstone and Starwood Show a Problem With Overseas CRE Investors
Blackstone and Starwood Show a Problem With Overseas CRE Investors December 12, 2022 | Erik Sherman | GlobeSt.com The recent surges in withdrawal requests at Starwood...
Gladstone Commercial Corporation Announces Share Repurchase Authorization
Gladstone Commercial Corporation (NASDAQ:GOOD) (the “Company”) announced that its board of directors has authorized a share repurchase program for up to...
NexPoint Is Named One of the 2022 Best Places to Work in Money Management by Pensions & Investments
NexPoint, a multibillion-dollar alternative investment firm, was recognized in Pensions & Investments Best Places to Work in Money Management Awards. The firm was named...
Maximize Your LinkedIn Potential
Maximize Your LinkedIn Potential December 12, 2022 | Marketing Intent What’s one of the first things people do when they meet you or see one of your posts on LinkedIn? They...
Digging Deeper into Blackstone REIT Repurchases
Digging Deeper into Blackstone REIT Repurchases December 12, 2022 | James Sprow | Blue Vault Looking at the recent repurchases of common shares by Blackstone Real Estate...
More articles…
BDC NexPoint Capital Increases Public Offering Price
On January 4, 2018, NexPoint Capital increased its public offering price from $10.58 per share to $10.60 per share.
Preferred Stocks: Quick Read
Beth Glavosek | Blue Vault | Preferred stock shares have been around for a long time, but what are they and why are they relevant to investors in alternative investments? Capital stack • Holders of preferred stocks have a higher claim on a company’s assets and...
What percentage of the total Net Assets reported by Interval Funds in their most recent filings with the SEC were held by the top six Interval Funds?
Answer: The top six Interval Funds reported Net Assets in their most recent filings with the SEC that comprised 77% of the total Net Assets reported by all Interval Funds.
JLL Income Property Trust Acquires Class A Industrial Asset in Atlanta
JLL Income Property Trust Acquires Class A Industrial Asset in Atlanta January 3, 2018 | JLL Income Property Trust CHICAGO, Jan. 3, 2018 — JLL Income Property Trust, an institutionally managed, daily valued perpetual life REIT...
Alt investments on the rise among RIAs
Based on the success of the RIA industry, the trend of breakaway advisers interested in exploring the independent channel continues to gain momentum.
CNL Healthcare Properties II Acquires On-Campus Medical Office Building
NL Healthcare Properties II, a non-traded real estate investment trust (REIT) focused on seniors housing and healthcare properties, has purchased an on-campus medical office building in Overland Park, Kansas, for approximately $14 million.
Starwood Real Estate Income Trust’s $5 Billion NTR Offering Declared Effective
The SEC declared Starwood REIT’s $5 billion initial public offering effective on December 27, 2017.
InPoint Commercial Real Estate Income, Inc. Announces Origination of $12 Million First Mortgage Loa
InPoint Commercial Real Estate Income, Inc. (“InPoint”), a commercial mortgage real estate investment trust sub-advised by an affiliate of Sound Point Capital Management, LP, announced today that, through its operating partnership, it originated a first mortgage loan for the refinancing of a Class-A office building (the “Property”) located in the Eisenhower Avenue Corridor of Alexandria, Virginia just 10 miles south of Washington, D.C.
Which founder of a leading sponsor of alternative investment programs including a large interval fund with over $800 million in assets as of September 30, 2017, also founded a chain of bagel shops?
Answer: Ramin Kamfar, CEO of Bluerock, also founded Einstein Noah Restaurant Group, Inc.
Which nontraded REIT recently completed the sale of its last remaining property and plans to pay a final liquidating distribution to shareholders in January?
Answer: Behringer Harvard Opportunity REIT I sold Frisco Square in Frisco, Texas, on December 28, 2017, for $53.2 million, the last remaining property in its portfolio.











