Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Deferred Tax Liability Podcast Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about how to handle the deferred tax liability with the narrowing time gap in this podcast...
Inside the VALT with Jay Frank of Cantor Fitzgerald Asset Management
Sorry, but you do not have permission to view this...
What percentage of total industry assets were made up by the ten largest interval funds?
For more in-depth insights, consider becoming a Blue Vault member today!
Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.
The deal will also bring new capabilities to Vistra in the high-volume retail investor space, with the acquisition of Phoenix American’s proprietary technology platform (STAR-XMS), which tracks investors and investment transactions to assist in fund performance reporting.
Recent News
Abby Salameh: Understanding the Needs of the Client
In this video clip from the webinar, Wait! Tell Me Again About Institutions & Alts, Abby Salameh (Chief Marketing Officer, CAIS) addresses the importance of...
Which nontraded BDC raised $224.4 million in capital in August 2022?
Which nontraded BDC raised $224.4 million in capital in August 2022? Answer: Blue Owl Capital Inc. (formerly Owl Rock Capital Advisors) raised $224.4 for Owl Rock Core...
Leitbox Storage Partners Acquires Self-Storage Facility Outside of Atlanta, GA
Leitbox Storage Partners, “Leitbox”, a self-storage investment and development platform, based in Birmingham, Alabama, announced today its acquisition of a self-storage...
Blackstone Private Credit Fund Provides Income Consistency
Blackstone Private Credit Fund Provides Income Consistency September 27, 2022 | James Sprow | Blue Vault Blackstone Private Credit Fund (“BCRED”), a non-traded business...
Solar Energy Overview
Solar Energy Overview September 27, 2022 | Marketing Intent Growth in Solar Energy As part of the renewable energy sector, solar investments are essential to reducing carbon...
Richard Hillson: Access to Quality Institutional Products
In this video clip from the webinar, Wait! Tell Me Again About Institutions & Alts, Richard Hillson (Founder, Hillson Consulting) explains how institutions are not as...
More articles…
Medley Announces Sierra Total Return Fund Now Available to Investors
Medley Announces Sierra Total Return Fund Now Available to Investors June 6, 2017 | Medley Management Inc NEW YORK, June 06, 2017 (GLOBE NEWSWIRE) — Medley Management Inc. (“Medley”) (NYSE:MDLY), an alternative asset management firm, today announced...
Michael Ashner sets sights on another Schorsch REIT
Michael Ashner sets sights on another Schorsch REIT June 1, 2017 | by Rich Bockmann | TheRealDeal Michael Ashner’s Winthrop Realty Trust, one of the activist investors that last year successfully pushed for a change of leadership at the embattled New York REIT, has...
Shopping must-haves for Generations Y and Z are…
Shopping must-haves for Generations Y and Z are… May 30, 2017 | by DEENA M. AMATO-MCCOY | Chain Store Age New attitudes, behaviors and shopping preferences among Generation Z and Millennials are keeping retailers on their toes. Emerging in-store technologies and...
Mark Goldberg to Resign from W.P. Carey
Mark Goldberg to Resign from W.P. Carey June 6, 2017 | The DI Wire W.P. Carey (NYSE: WPC), publicly traded real estate investment trust and sponsor of non-traded investment programs, announced that Mark Goldberg is resigning as managing director and president of...
One diversified NTR has properties in the U.S., U.K., Poland, Germany, Australia, France and Russia. Which NTR is it?
One diversified NTR has properties in the U.S., U.K., Poland, Germany, Australia, France and Russia. Which NTR is it? Answer: Hines Global REIT, Inc....
KBS Strategic Opportunity REIT sells 50 Congress Street for $79 million – Benedict and Sayles of HFF broker sale of 179,872 s/f office building
KBS Strategic Opportunity REIT sells 50 Congress Street for $79 million – Benedict and Sayles of HFF broker sale of 179,872 s/f office building June 2, 2017 | New England Real Estate Journal Boston, MA KBS Strategic Opportunity REIT, a non-traded real estate...
Carey Watermark Investors 2 Acquires the Charlotte Marriott City Center
Carey Watermark Investors 2 Acquires the Charlotte Marriott City Center June 2, 2017 | Carey Watermark Investors 2 NEW YORK, June 2, 2017 /PRNewswire/ — Carey Watermark Investors 2 Incorporated (CWI 2), a non-traded real estate investment trust (REIT) focused...
Are brokers really ready to be fiduciaries?
Are brokers really ready to be fiduciaries? There are plenty of legal risks and compliance pitfalls facing the securities industry following June 9, the official start date for the DOL fiduciary rule June 1, 2017 | by Bruce Kelly | InvestmentNews.com The Department of...
The Fed wants to raise rates this year. One thing could stand in the way
The Fed wants to raise rates this year. One thing could stand in the way May 24, 2017 | by Jeff Cox | CNBC As the Fed sets forth a fairly aggressive path toward higher interest rates, one key element could scuttle those plans. Substantially lower-than-expected...
Real Capital Markets: Grocery-anchored centers continue to thrive
Real Capital Markets: Grocery-anchored centers continue to thrive May 25, 2017 | by Dan Rafter | REjournals.com The retail sector is facing plenty of challenges, with online sales biting into the profits of brick-and-mortar retailers. But there is one traditional...









