Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Interval funds vs. tender-offer funds: An overview for investment managers considering a launch
Explore how interval and tender-offer funds bring private strategies to the registered fund market for retail investors.
Part 1 with Fred Hubler: How to Apply the Lessons
Fred Hubler of Creative Capital Wealth Management Group talks about how to apply the lessons from RBA in this podcast clip.
Part 1 with Fred Hubler: Inventory of a Week
Fred Hubler of Creative Capital Wealth Management Group talks about one of the steps in the RBA process – taking an inventory of your week in this podcast clip.
Part 1 with Fred Hubler: Why RBA?
Fred Hubler of Creative Capital Wealth Management Group talks about why he created the Retainer Based Academy in this podcast clip.
Recent News
J.P. Morgan’s New Nontraded REIT Has a Differentiated Investment Strategy
J.P. Morgan’s New Nontraded REIT Has a Differentiated Investment Strategy November 16, 2022 | James Sprow | Blue Vault Introduction J. P. Morgan launched their new nontraded...
Fed’s Bostic says tighter monetary policy hasn’t dented inflation yet
Fed’s Bostic says tighter monetary policy hasn’t dented inflation yet November 15, 2022 | Ann Saphir | Reuters Atlanta Federal Reserve President Raphael Bostic...
Fundamentals of Public REITs Are Strong While Prices Are Low
Fundamentals of Public REITs Are Strong While Prices Are Low November 14, 2022 | Elle Caruso | ETF Trends REITs have been the top-performing asset class in eight of the past...
The Once Red-Hot Life Sciences Sector Returns to “Normalcy”
The Once Red-Hot Life Sciences Sector Returns to “Normalcy” November 10, 2022 | Patricia Kirk | WealthManagement.com As the U.S. commercial real estate market adapts to...
KBS Growth & Income REIT Plans Liquidation
KBS Growth & Income REIT Plans Liquidation November 15, 2022 | SEC In the quarterly report filed by KBS Growth & Income REIT on November 10, 2022, the Company...
Prospect Capital Corporation Announces Launch of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023
Prospect Capital Corporation Announces Launch of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023 November 14, 2022 | Prospect Capital...
More articles…
How Will Tax Reform Affect HNW Real Estate Investors?
The 1031 exchanges will likely survive the tax debate, experts say.
Investment Bankers Say REIT Outlook Remains Healthy
There’s a current of concern drifting through some in the investment banking community over what they view as a maturing real estate market recovery.
TIAA Plans to Introduce a Nontraded REIT
TIAA’s London-based real estate arm is introducing a nontraded real estate investment trust in the coming months, PERE News reported, citing unnamed sources familiar with the vehicle.
How did the median debt ratio for Open Nontraded REIT programs in Q2 2017 compare to Q2 2016?
Answer: The median debt ratio was 42.8% at Q2 2017 compared to 45.5% at Q2 2016.
Building My Practice: What Farmers and Financial Advisors Have in Common
Ron Carson on Why Advisors Should Embrace Complexity.
Which Nontraded REIT program led the industry in DRIP proceeds YTD through Q2 2017?
Answer: Cole Credit Property Trust IV, Inc. reported $51.7 million in DRIP proceeds YTD.
Consumers enjoy the in-store grocery experience: reports
More and more consumers are giving online grocery shopping a try, but a significant segment of the population still says they enjoy the in-store experience, according to some recent surveys.
How many total Interval Funds are currently active and report a positive net assets figure?
How many total Interval Funds are currently active and report a positive net assets figure? Answer: 36 Interval...
Strategic Realty Trust Sells Morningside Marketplace in Fontana, California
On November 1, 2017, Strategic Realty Trust sold an approximately 76,900 square foot retail property located in Fontana, California (“Morningside Marketplace”) to an unrelated third party for $12.7 million.
U.S. companies add most workers in 7 months as storm effect fades: ADP
U.S. companies added the most workers in seven months in October as hiring rebounded from an 11-month low set in September stemming from Hurricanes Harvey and Irma, a report by a payrolls processor showed on Wednesday.











