Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Capitalizing on Data Center Expansion: The Evolving Risk Profile
Corporate and private investors are increasingly capitalizing on demand for AI services by investing in data centers.
Five Questions with Nate Oltmans: Purpose and Intentionality
“When I connected the dots that I wasn’t saving the world one financial plan at a time, but helping other people overcome worry, fear, and dissatisfaction with their money, I enjoyed every client interaction more.” — Nate Oltmans
Credit-Focused Funds Help Drive Business, ‘Alts’ Industry Growth
Innovatively structured investment vehicles such as business development companies and interval funds centered on credit are stepping in to fill stubborn lending gaps.
Record growth: Interval funds emerge as key players in alternative investments
“Interval funds’ design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution.” — Kimberly Flynn, XA Investments
Recent News
CIM Real Estate Finance Trust, Inc. Increases Fourth Quarter Dividends by 11%
CIM Real Estate Finance Trust, Inc. (“CMFT”) announced today an 11% increase in its monthly dividend rate for October, November and December 2022, from 3.05¢ to 3.39¢ per...
Blue Vault Published Nontraded Preferred REIT and BDC Individual Pages
Blue Vault Published Nontraded Preferred REIT and BDC Individual Performance Pages The following Nontraded Preferred REIT and BDC Individual Performance Pages were published...
Rental Market Tracker: Rents Are Growing Half as Fast as They Were Six Months Ago
Rental Market Tracker: Rents Are Growing Half as Fast as They Were Six Months Ago October 13, 2022 | Lily Katz | Redfin The median U.S. asking rent rose 9% year over year in...
REITs Own 535,000 Properties in the U.S.
REITs Own 535,000 Properties in the U.S. October 13, 2022 | Nicole Funari | Nareit Nareit’s annual update of REIT property counts and estimated gross asset values by state...
NAREE Report: Retail Real Estate’s Post-COVID Reinvention
NAREE Report: Retail Real Estate’s Post-COVID Reinvention October 13, 2022 | Suzann D. Silverman | Commercial Property Executive Retail sector success has long required a...
Invesco Real Estate Income Trust Inc. Closes Two Credit Transactions Totaling $51.8 Million in Commitments
Invesco Real Estate Income Trust Inc. Closes Two Credit Transactions Totaling $51.8 Million in Commitments October 12, 2022 | Invesco Real Estate Income Trust, Inc. Invesco...
More articles…
Griffin Capital Acquires Part of Office Campus in Indiana
Griffin Capital Acquires Part of Office Campus in Indiana May 19, 2017 | by Roxana Baiceanu | Commercial Property Executive The transaction price for the 133,400-square-foot, Class A office building was $29 million. The facility is one of three properties making up...
Phillips Edison to Acquire Limited Partnership, Create $4B Shopping Center REIT
Phillips Edison to Acquire Limited Partnership, Create $4B Shopping Center REIT May 22, 2017 | by TAYLOR WILLIAMS | RebusinessOnline CINCINNATI — Phillips Edison Grocery REIT I Inc. (OTC: PHLD) has entered into an agreement to acquire the real estate assets and...
Blackstone Amasses $755 Million for Up-and-Coming REIT
‘The new Blackstone REIT is steadily adding to its pile of gold with buy-ins from “mom-and-pop investors…”’
Top 10 Restaurant Brands for Retail Landlords
Top 10 Restaurant Brands for Retail Landlords April 12, 2017 | by Donna Mitchell | Despite choppy same-store sales coming in 2016, the current market environment might be just right for ramping up the line-up of restaurant tenants, according to some industry...
The True Value of Inflection Points
The True Value of Inflection Points What will be the big disruptor in 2022? Advisor Group CEO Jamie Price tells advisors to view its inevitable arrival as an opportunity. May 11, 2017 | by Jamie Price | WealthManagement.com I have been reading about the demise of our...
One NTR owned 242 industrial properties as of September 30, 2016, more than any other NTR with industrial property investments. Which NTR was it?
One NTR owned 242 industrial properties as of September 30, 2016, more than any other NTR with industrial property investments. Which NTR was it? Answer: Industrial Property Trust,...
Acosta declines to extend delay of DOL fiduciary rule
Acosta declines to extend delay of DOL fiduciary rule Labor Secretary finds no legal basis to delay implementation; rule to become applicable June 9 Mya 22, 2017 | by Mark Schoeff Jr. | InvestmentNews Labor Secretary Alexander Acosta confirmed Monday night that the...
Industrial Property Trust Acquires $13M DC-Area Asset
Industrial Property Trust Acquires $13M DC-Area Asset May 18, 2017 | by Evelina Croitoru | Commercial Property Executive An affiliate of Industrial Property Trust Inc. acquired a 98,653-square-foot warehouse property in Lanham, Md. for $13.1 million from Perseus...
Finra Report Cards Meant to Cut Broker Fraud
Finra Report Cards Meant to Cut Broker Fraud May 19, 2017 | by Alex Padalka | Financial Advisor IQ The success of Finra’s use of report cards given out to brokers to cut down on trading fraud means the regulator will expand their use to other areas of surveillance,...
Yardi: Rent Growth Drops to 2.0% YOY in April
Yardi: Rent Growth Drops to 2.0% YOY in April May 4, 2017 | by Mary Salmonsen | Multifamily Executive The average U.S. multifamily rent rose by $3 in April, reaching $1,314, according to Yardi Matrix’s monthly survey of apartment markets. At the same time, the...









