Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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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.
Inside the VALT with Fred Hubler of Creative Capital Wealth Management Group – Part 1
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Alts Providers Partnering Up To Capture $1 Trillion In Assets, Cerulli Says
Alternatives providers and asset managers are increasingly forming strategic partnerships to access a potential $1 trillion in retail assets, leveraging complementary strengths to reach new client segments, according to Cerulli Associates.
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Recent News
Gladstone Commercial Provides a Business Update
Gladstone Commercial Corporation (Nasdaq:GOOD) (“we” or “Gladstone Commercial”) is a real estate investment trust (“REIT”) focused on...
Mike Huisman: Need to Move Quickly
In this video clip from Alts Week 2022, Mike Huisman (Senior VP, UMB) discusses the need to move quickly in the world of...
CRE Debt Markets Hit Stormy Waters Amid Rising Interest Rates
CRE Debt Markets Hit Stormy Waters Amid Rising Interest Rates November 1, 2022 | Andrew Coen If the commercial real estate lending climate from 2012 to mid-2022 was the...
What makes nontraded REITs so different?
What makes nontraded REITs so different? November 1, 2022 | Mary Or | Wealth Professional Falling property prices and spiking interest rates have doomed real estate...
Phoenix American Onboards New Client – Real Estate Fund Sponsor Leitbox Storage Partners for Fund Administration
Phoenix American Financial Services (Phoenix American) is pleased to announce the onboarding of real estate fund sponsor Leitbox Storage Partners (Leitbox) for fund...
What was the total notional value of interest rate swaps and interest rate caps on the books of nontraded REITs as of June 30, 2022?
What was the total notional value of interest rate swaps and interest rate caps on the books of nontraded REITs as of June 30, 2022? Answer: $58.5 billion in notional value...
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Two New Finance REITs Launch
Two New Finance REITs Launch September 20, 2017 | Mark Heschmeyer | CoStar.com The ranks of alternative CRE lenders continue to grow as two new REITs launched this week: FS Credit Real Estate Income Trust, a nontraded REIT, and Tremont Mortgage Trust, publicly traded...
Four Top Concerns of Today’s Apartment Developers
Four Top Concerns of Today’s Apartment Developers September 26, 2017 | Bendix Anderson | National Real Estate Investor Nothing good lasts forever. Apartment sector experts are scanning the horizon for problems that could hurt their properties, even though apartment...
In Mixed Period for Hotel Sector, Procaccianti Launching REIT
In Mixed Period for Hotel Sector, Procaccianti Launching REIT September 21, 2017 | Mark Heschmeyer | CoStar.com Rhode Island-based Procaccianti Cos., owner of TPG Hotels & Resorts, is forming a new nontraded REIT to expand its hotel investments. The move comes at...
Family Offices Want to Play it Safe When Making Real Estate Bets
Family Offices Want to Play it Safe When Making Real Estate Bets September 25, 2017 | John Egan | National Real Estate Investor Family offices have seen a slight dip in real estate allocations, but new data suggests they’re still sold on the asset class as an...
Of the nineteen nontraded BDCs covered in the Q2 2017 Blue Vault BDC Industry Review, how many are currently open and raising funds?
Of the nineteen nontraded BDCs covered in the Q2 2017 Blue Vault BDC Industry Review, how many are currently open and raising funds? Answer: Thirteen Subscribers may now access the Q2 2017 Nontraded BDC Industry Review Report and Individual Reports Blue...
What nontraded BDC reported assets under management of $5.09 billion?
What nontraded BDC reported assets under management of $5.09 billion? Answer: FS Investment Corporation II Learn more about FS Investments on the Blue Vault Sponsor Focus page. Click Here FS Investments promotes Mike Kelly to president FS Investments...
InvenTrust Properties Acquires Kyle Marketplace
InvenTrust Properties Acquires Kyle Marketplace September 25, 2017 | Luke Schmidt | Blue Vault On September 28, 2017, InvenTrust Properties Corp. announced that it had acquired Kyle Marketplace, a 226,000 square foot H-E-B Plus-anchored center, for $59 million. “This...
Delay in Fiduciary Rule Implementation Causing Issues
Delay in Fiduciary Rule Implementation Causing Issues September 25, 2017 | Luke Schmidt | Blue Vault The proposed delay in the implementation of the Labor Department’s fiduciary rule has created some issues that could hinder the financial services industry. This is...
SEC Discloses Hack of System
SEC Discloses Hack of System September 25, 2017 | Luke Schmidt | Blue Vault On September 20, 2017, SEC Chairman, Jay Clayton disclosed in a statement that a hack was detected last year in its corporate filing system. The agency learned last month that the breach may...
Griffin Institutional Access Real Estate Fund Announces Distribution
Griffin Institutional Access Real Estate Fund Announces Distribution September 25, 2017 | Luke Schmidt | Blue Vault On September 22, 2017, Griffin Capital Company, LLC announced on behalf of Griffin Institutional Access Real Estate Fund the third quarter distribution...
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