Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Which continuously offered nontraded REIT program has posted the highest total return to Class I shareholders YTD through November 2023?
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Inland Acquiring Majority Interest in Devon Self Storage Business
Acquiring a vertically integrated self-storage platform aligns perfectly with Inland’s long-term strategic plans,” commented Tony Chereso, chief financial officer of The Inland Real Estate Group, LLC.
Are Alts a Good Strategy for My Client? Find Out at Alts Summit 2024!
Talking to industry experts, up close and personal, is one of the best reasons to attend the Alts Summit, especially for advisors who are new to the industry.
Capital Square Delivers 146.60% Total Return* to Investors in California Retail DST
Since 2018, Capital Square has taken 27 DST offerings full-cycle that have resulted in an average 171.59% total return and an average 13.40% internal rate of return.
Recent News
506(c): Cutting Edge
In this clip from the panel webinar, 506(c) Best Practices, Louis Rogers (Founder, CEO Capital Square) discusses his company’s experience with...
Sean Raft: 506(c) Selling Agreement
In this clip from the webinar, 506(c) Best Practices, Sean Raft (Urban Catalyst) explains the importance of the selling agreement for a...
The Evolution of 506(c)
In this clip from the panel webinar, 506(c) Best Practices, Deborah Froling (Kutak Rock LLP) explains the history behind and the evolution of 506(c) over the...
Deborah Froling: 506(c) Reasonable Steps to Verify
In this clip from the webinar, 506(c) Best Practices, Deborah Froling (Kutak Rock LLP) explains the reasonable steps to verify through in place...
The Expanding Universe of Business Development Companies and their Real-World Investment Impacts
The Expanding Universe of Business Development Companies and their Real-World Investment Impacts July 20, 2022 | John Rickman | WealthForge A recent blog post from...
Cerulli/Blue Vault Survey: Alternative Investments Enter a “Goldilocks” Phase
Cerulli/Blue Vault Survey: Alternative Investments Enter a “Goldilocks” Phase July 19, 2022 | Cerulli Associates Advisors express growing demand for alternative investments;...
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Blackstone agrees to buy Singapore-listed REIT for $650 mln
Blackstone agrees to buy Singapore-listed REIT for $650 mln June 28, 2017 | Reuters SINGAPORE, June 28 (Reuters) – U.S. private equity group Blackstone Group LLP agreed to buy Singapore-listed and Japan-focused Croesus Retail Trust (CRT) for S$900.6 million...
DOL Asks You if it Should Delay Fiduciary Rule Again
DOL Asks You if it Should Delay Fiduciary Rule Again June 30, 2017 | By Alex Padalka | Financial Advisor IQ The Department of Labor has issued a request for information on the fiduciary rule, comments from which could lead to an eventual delay of its scheduled...
Total Income+ Real Estate Fund Announces 2Q Distribution at a 5.25% Annualized Distribution Rate
Total Income+ Real Estate Fund Announces 2Q Distribution at a 5.25% Annualized Distribution Rate Jun 29, 2017, 18:00 ET | Bluerock’s Total Income+ Real Estate Fund NEW YORK, June 29, 2017 /PRNewswire/ — Bluerock’s Total Income+ Real Estate Fund...
Griffin Capital Company Celebrates Three Year Anniversary for Griffin Institutional Access™ Real Estate Fund
Griffin Capital Company Celebrates Three Year Anniversary for Griffin Institutional Access™ Real Estate Fund June 30, 2017 12:22 ET | Source: Griffin Capital Real Estate-Focused Interval Fund Achieves $1.7 Billion in AUM EL SEGUNDO, Calif., June 30, 2017 (GLOBE...
Renter Demand At Near-Record Levels
Renter Demand At Near-Record Levels JUNE 30, 2017 | BY PAUL BUBNY | Globe St Even with many new apartment properties coming on line, strong demand from renters is shoring up pricing power, says Greg Willett at RealPage. Apartment rent growth may have slowed compared...
Ex-CFO Brian Block found…
Ex-CFO Brian Block found… Guilty June 30, 2017 | James Sprow | Blue Vault A New York federal jury on Friday found the former CFO of American Realty Capital Properties Inc. guilty of securities fraud and related crimes for fabricating numbers in filings to the U.S....
Which REIT was formed in June 2005 and approved a plan of liquidation on January 27, 2017, to sell all of the company’s assets, pay the company’s debts and distribute the net proceeds to shareholders?
Which REIT was formed in June 2005 and approved a plan of liquidation on January 27, 2017, to sell all of the company’s assets, pay the company’s debts and distribute the net proceeds to shareholders? Answer: KBS Real Estate Investment Trust, Inc. Learn more about KBS...
What BDC is the largest by assets under management that is still open to new investors in the independent broker dealer community?
What BDC is the largest by assets under management that is still open to new investors in the independent broker dealer community? Answer: CION Investment Corporation has over $1.5 billion in assets under management, and is the largest open BDC in the industry. Learn...
What are Cap Rates?
What are Cap Rates? June 30, 2017 | by Beth Glavosek | Blue Vault If you spend any time around commercial real estate professionals, chances are good that you’ll hear the term ‘cap rate.’ Short for capitalization rate, the term offers a metric for a real estate...
Financial Advisor to Chair FSI Board of Directors
Financial Advisor to Chair FSI Board of Directors June 29, 2017 | The DI Wire The Financial Services Institute, a trade organization that represents independent financial advisors and financial services firms, has elected new directors for its 2018 board of directors....