Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Don’t Let Your Messaging Get Lost: How To Balance Design And Clarity On Your Website
Transforming your website into something edgy and exciting is great, but don’t let your core message get lost. Focus on clear, concise messaging by prioritizing content, using straightforward headlines, and enhancing your design with supportive visuals and effective calls to action.
Recent News
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...
Vestech Selects Altigo to Power its Alts Program
Vestech Selects Altigo to Power its Alts Program November 30, 2022 | Altigo Vestech Securities, a full-service brokerage based in St. Louis, Mo., has selected Altigo as its...
ExchangeRight’s Net-Leased DST Achieves 151.80 to 157.63 Percent Total Returns Including Return of Capital
ExchangeRight’s Net-Leased DST Achieves 151.80 to 157.63 Percent Total Returns Including Return of Capital November 30, 2022 | ExchangeRight ExchangeRight, one of the...
Schorsch SPAC fails to get off the ground
Schorsch SPAC fails to get off the ground November 17, 2022 | Bruce Kelley | InvestmentNews.com The Nicholas Schorsch-backed SPAC — the leisure...
In a Volatile Market, Investors View Early Childhood Education Centers with Greater Interest
In a Volatile Market, Investors View Early Childhood Education Centers with Greater Interest November 28, 2022 | Buck Wargo | WealthManagement.com In an environment of...
ADISA Publishes A Guide to DST 1031 Best Practices (2022)
ADISA Publishes A Guide to DST 1031 Best Practices (2022) November 30, 2022 | ADISA ADISA, the nation’s largest trade association for the alternative and direct investment...
More articles…
Commercial Real Estate a Winner in Tax Bill
The House and Senate tax bills appear to benefit businesses in general, but one sector that may be the biggest winner is real estate.
Multifamily Rental Demand Promises Strong Activity
Prices are increasing and cap rates continue to compress, but with strong rental demand, Lee & Associates experts Warren Berzack and Brian Pohl say to expect robust activity in this EXCLUSIVE video interview.
Generation Y
Kathleen Johnson, Senior Practice Management Consultant, describes how Generation Y is different from previous generations and why financial advisors should focus on marketing strategies that work according to their unique preferences.
Phoenix American Financial Services Announces the Hiring of Ned Montenecourt as Chief Risk and Compliance Officer
Phoenix American Financial Services, Inc. announced today that Ned Montenecourt has joined the firm as Chief Risk and Compliance Officer.
U.S. Listed REITs Traded at 3.3% Median Discount to NAV as of November 30
According to SNL, U.S. equity REITs traded at a median discount to consensus net asset value of 3.3% as of November 30.
Nontraded REIT Review, Q3 2017 Update
December 15, 2017 The “Q3 2017 Nontraded REIT Industry Review – Individual Performance Pages” Section is Now Available! You may access the Individual Performance Pages Section by logging on to the Blue Vault Website, and clicking on...
Which nontraded REIT completed the liquidation of its portfolio and made a final distribution to shareholders in April 2017?
Answer: Hines Real Estate Investment Trust, Inc.
CRE Industry Focused on Tax Cuts for ‘Pass-Through’ Entities as Tax Reform Enters Final Stretch
Apparent Victory for Commercial Property Owners as First Major Tax Overhaul in Three Decades Speeds Toward Completion
How Kroger is ‘redefining the grocery customer experience’
The Kroger Co. is expanding its grocery delivery service in the year ahead amid increasing competition across the retail landscape.
What We Know About Corporate Winners and Losers in U.S. Tax Bill
Here’s how different business sectors may fare under the legislation as it stands.










