Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
“Protecting investors’ hard-earned wealth and providing stable monthly income through economic cycles is our primary goal each time we produce a new offering for our net lease platform.” — Warren Thomas, a managing partner at ExchangeRight
Fred Talk: A Live Huddle for Wealth Advisors
“Fred Talk” — a live-streamed discussion about trends in the alts industry and strategies for wealth advisors led by Fred Hubler!
ExchangeRight’s Essential Income REIT Outperforms Again According to Latest Blue Vault Non-Traded REIT Report
ExchangeRight’s Essential Income REIT was the only nontraded REIT in its comparison class that experienced an increase in NAV per share every quarter from Q1 2024 to Q4 2024, according to Blue Vault’s Q3 2024 NTR Report.
Recent News
BV Added New Q3 2022 Nontraded REIT Pages
BV Added New Q3 2022 Nontraded REIT Pages The following Q3 2022 Nontraded REIT and BDC pages are available to Blue Vault subscribers (bold font indicates newly...
StratCap Launches Institutional Joint Venture With Global Investment Firm
StratCap announced today a joint venture with DataCom, LP, a digital infrastructure investment fund controlled by IBI Investment House. IBI Investment House is an...
Phoenix American Onboards Fund Sponsor Parking Vault for Fund Administration
Phoenix American Onboards New Automated Parking System Fund Sponsor Parking Vault for Fund Administration December 8, 2022 | Phoenix American Phoenix American Financial...
Inland Private Capital Announces Delivery of Class-A Self-Storage Property in Wisconsin
Inland Private Capital Announces Delivery of Class-A Self-Storage Property in Wisconsin December 7, 2022 | Inland Private Capital Inland Private Capital Corporation (“IPC”),...
Rent prices fall for a third straight month in November: RealPage data
Rent prices fall for a third straight month in November: RealPage data December 7, 2022 | Dani Romero | Yahoo! Finance Apartment rents across the U.S. recorded a third...
When did the yield on 3-month Treasury bills recently exceed the yield on 10-year Treasury notes, a potential sign of an impending recession?
When did the yield on 3-month Treasury bills recently exceed the yield on 10-year Treasury notes, a potential sign of an impending recession? Answer: On October 25, 2022,...
More articles…
Fitch Ratings: Slower growth in alts managers’ fee-earning AUM expected to change in 2018
Growth rates for alternative investment managers’ fee-earning assets under management have slowed in recent years, but are poised to speed up in 2018, said a new report from Fitch Ratings.
All smoke, no fire: What’s behind recent equity market valuations?
When valuations appear expensive, we assume there’s a fundamental reason for it.
Corporate Capital Trust, Inc. Announces Results of Tender Offer
Corporate Capital Trust, Inc., an externally managed listed BDC, filed a tender offer on November 14, to purchase for cash up to $185 million in value of the Company’s common stock at a price per share of $20.01.
Vulcan Capital Provides Seed to TriLinc for Global Impact Investments
Vulcan Capital, the multi-billion dollar investment arm of Vulcan Inc., has selected TriLinc Global Advisors (“TriLinc”) to seed the launch of the TriLinc Global Sustainable Income Fund (“TGSIF”).
Of the 45 full-cycle events as of October 31, 2015, which NTR had the highest average annualized total return to early investors?
Answer: American Realty Capital Trust III at 14.63% without DRIP, 18.34% with all distributions reinvested
Phillips Edison Grocery Center REIT I Changes Name to Phillips Edison & Company, Inc.
On December 13, 2017, Phillips Edison Grocery Center REIT I, Inc. formally changed its name to Phillips Edison & Company, Inc.
The top six trends that impact tech CRE strategy
These will impact real estate decisions in 2018 and beyond.
Business Development Corporation of America Prices $150 Million of 4.75% Senior Notes Due 2022
Business Development Corporation of America (“BDCA”) announced that it priced $150 million aggregate principal amount of 4.75% senior unsecured notes.
The Future of Robo Advice
They’re an electronic—in many cases, they’re an electronic platform to do the same things that you would normally do people-to-people.
For the 43 interval funds that have filed with the SEC and declared a fiscal year, how many different fiscal year-ends have been declared?
Answer: The 43 interval funds have declared eight different fiscal year-ends. (February, March, April, June, July, September, October, December)







