Professional SErvices News
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Bluerock Taps Former Morgan Stanley and Perella Weinberg Executive Michael McGrath as EVP, Head of Product Amidst Platform Expansion
Bluerock has appointed Michael McGrath as Executive Vice President and Head of Product to lead its product development and strategy, aiming to enhance investment solutions and capitalize on new opportunities.
HMC Capital Completes Acquisition of StratCap
StratCap, LLC has been successfully acquired by HMC Capital Limited, with HMC aiming to leverage StratCap’s capabilities to build a major digital infrastructure platform and accelerate growth.
Inland Private Capital & Devon Self Storage Announce Delivery of Class-A Self Storage Property in New Jersey
Inland Private Capital Corporation and Devon Self Storage have completed an 86,700-square-foot self-storage facility in Glassboro, New Jersey, marking their eighth project in a 10-property fund focused on self-storage assets nationwide.
LODAS Markets Becomes First to Execute Fully Electronic Secondary Market Trades of Delaware Statutory Trusts
LODAS Markets has successfully completed the first fully electronic trades of Delaware Statutory Trust (DST) assets in the secondary market, marking a significant advancement in the liquidity and efficiency of DST transactions.
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Phoenix American Financial Services Announces New Client Partnership with Ashford Inc.
Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Ashford Inc. Phoenix will fulfill the agent and...
John Trevor: Issue Causing Problems with Billing
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, John Trevor (Parsons Capital Management) explains a key issue that is causing...
Richard Hillson: Focus on Education
In this video clip from the panel webinar, Making Alts More Accessible: Best Practices, Richard Hillson (Hillson Consulting) explains how important education is in the alts...
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022?
How many of the 14 continuously offered nontraded REIT programs reported increases in their respective net asset values per share in September 2022? Answer: Eight of the...
Jeff Bangerter: BV Alts Summit Task Force
In this video clip, Jeff Bangerter (Bangerter Financial Services, Inc.) a 2023 BV Alts Summit task force member invites you to join us March 6-8, 2023 in...
Advisors Want Alts. Here’s How Broker-Dealers Pick Them
Advisors Want Alts. Here’s How Broker-Dealers Pick Them November 28, 2022 | Sam Del Rowe | Financial Advisor IQ Broker-dealers are cautiously adding alternative products to...
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Lightstone Value Plus REIT V Announces $7.98 NAV Per Share
The board of directors of Lightstone Value Plus Real Estate Investment Trust V Inc., (formerly Behringer Harvard Opportunity REIT II, Inc.) a publicly registered non-traded REIT, determined and approved an estimated net asset value per share of $7.98 for the company’s common stock, as of September 30, 2017.
Which new interval fund recently filed a $1 billion offering to invest in real estate and CRE debt?
Answer: Broadstone Real Estate Access Fund, Inc. filed a preliminary prospectus with the SEC on October 13, 2017.
Marketing 101 for Financial Advisors
In the financial services industry where pretty much everything you’re “allowed” to do is strictly regulated, achieving great marketing becomes even more of a challenge.
Commonwealth’s John Rooney Comments on NTR Industry’s Status
Most industry professionals seem to believe something has to give.
Industry Veteran, Brian Buehler, appointed CEO of Triton Pacific Securities, LLC
Triton Pacific Capital Partners, LLC, a private equity firm with asset and investment management services, has appointed 20+ year veteran Brian Buehler as new CEO of Triton Pacific Securities, LLC, the managing broker-dealer for Triton Pacific’s suite of investment offerings.
What’s Ahead for Non-Traded REIT Sector? Rebound Expected in 2018 Driven by Large Institutions, Small Investors Alike
The amount of funds raised by non-traded REITs is expected to hit a 15-year low for 2017 amid increased federal regulatory scrutiny and pressure on companies to reduce their fee structures and increase transparency into their operations.
Investor Focus Shifts In Multifamily
“Investors are looking to engage in secondary and tertiary markets, where they see increasing opportunity,” says Jeff Lee with Capital One Multifamily Finance.
Thomas Sittema Resigns as CEO of CNL Financial Group
CNL said Stephen H. Mauldin and Chirag Bhavsar have been named as co-CEOs of the company.
Corporate Property Associates 18 – Global Announces $8.36 NAV Per Share
Corporate Property Associates 18 – Global Incorporated announced December 6 an estimated net asset value per share (“NAV”) as of September 30, 2017 of $8.36 per share for Class A and Class C common stock, which was 1.5% higher than the NAVs at June 30, 2017 of $8.24 per share.
Which real estate interval fund had $1.711 billion in total assets according to its most recent filing?
Answer: Griffin Institutional Access RE Fund
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