Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Vistra collaborates with 1776ing to enhance alternative investment processing
“1776ing is dedicated to creating a frictionless investment experience and our collaboration with Vistra will amplify this mission.” — Sean O’Toole, Founder and CEO of 1776ing
Five Questions with Ryan Detrick: Navigating U.S. Markets
“Stocks and bonds are what a lot of people think of when they think about investments, but alternatives are becoming more important. As this economic cycle ages, having some non-correlated assets like alts is going to be very important for investors.” — Ryan Detrick
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
“Protecting investors’ hard-earned wealth and providing stable monthly income through economic cycles is our primary goal each time we produce a new offering for our net lease platform.” — Warren Thomas, a managing partner at ExchangeRight
Fred Talk: A Live Huddle for Wealth Advisors
“Fred Talk” — a live-streamed discussion about trends in the alts industry and strategies for wealth advisors led by Fred Hubler!
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Recent News
Gladstone Land Announces Election of Paula Novara as Director
Gladstone Land Corporation (Nasdaq:LAND) (the “Company”) announced that Paula Novara had been elected to the 2025 class of Directors for the Company, effective...
Infinity Financial Deploys on the Alternative Investment Exchange (AIX) Platform
Infinity Financial Deploys on the Alternative Investment Exchange (AIX) Platform October 11, 2022 | AIX Alternative Investment Exchange (AIX), the platform making it easy to...
Capital Square Acquires Luxury Multifamily Community Near Louisville for DST Offering
Capital Square Acquires Luxury Multifamily Community Near Louisville for DST Offering October 10, 2022 | Capital Square Capital Square, one of the nation’s leading sponsors...
Josh Ungerecht: Caution for Advisors
In this video clip from the webinar, How Current Economic Policies Affect Real Estate, Josh Ungerecht (ExchangeRight) cautions advisors in the midst of this current economic...
Josh Ungerecht: Break the Back of Demand
In this video clip from the webinar, How Current Economic Policies Affect Real Estate, Josh Ungerecht (ExchangeRight) takes a macro view of what it will take to get the...
Gladstone Commercial Corporation Announces Monthly Cash Distributions for October, November and December 2022 and Third Quarter Ended September 30, 2022 Earnings Release and Conference Call Dates
Gladstone Commercial Corporation (Nasdaq:GOOD) (the “Company”) announced today that its board of directors declared cash distributions for the months of October,...
More articles…
HEIGHTENED NYC APARTMENT SUPPLY PUTS THE SQUEEZE ON MULTIFAMILY REITS
HEIGHTENED NYC APARTMENT SUPPLY PUTS THE SQUEEZE ON MULTIFAMILY REITS May 2, 2017 | by Orest Mandzy | Trepp I don’t want to sound like Captain Obvious, but a lot of people want to live in New York City. NYC neighborhoods are getting redeveloped left and right as...
House Panel OKs Bill Repealing DOL’s Fiduciary Rule
House Panel OKs Bill Repealing DOL’s Fiduciary Rule May 5, 2017 | Financial Advisor IQ A repeal of the Department of Labor’s fiduciary rule is now more likely as the House Financial Services Committee passes the Dodd-Frank overhaul bill, ThinkAdvisor writes. The bill...
Big Fiduciary Rule Revamp Unlikely: Sources
Big Fiduciary Rule Revamp Unlikely: Sources May 4, 2017 | Financial Advisors IQ Despite continuous and ongoing attempts to repeal or replace the Department of Labor’s fiduciary rule, major changes are unlikely, an unnamed source tells the Wall Street Journal. The DOL...
Sentio Healthcare to Be Acquired for Estimated $14.65 Per Share
Sentio Healthcare to Be Acquired for Estimated $14.65 Per Share May 5, 2017 | by James Sprow | Blue Vault Kayne Anderson Real Estate Advisors (“KAREA”), the real estate private equity arm of Kayne Anderson Capital Advisors, L.P., Sentio Healthcare...
New Series: Why Nontraded REITs?
New Series: Why Nontraded REITs? May 5, 2017 | by Beth Glavosek | Blue Vault If you’re new to the concept of nontraded alternative investments, you may be wondering why financial advisors turn to these products as part of their investment recommendations. The...
How do nontraded REIT sponsors become eligible for “Subordinated Performance Fees”?
How do nontraded REIT sponsors become eligible for “Subordinated Performance Fees”? Answer: If the REIT achieves a non-compounded average rate of return for shareholders in excess of a stated benchmark (typically 6% or 7%) or hurdle rate, the sponsor is entitled to a...
Experts Say Dual-Branded Hotels Are In, And ‘800-Room Marriotts’ Are Out
Experts Say Dual-Branded Hotels Are In, And ‘800-Room Marriotts’ Are Out May 1, 2017 | by Cameron Sperance | Biznow As the hotel industry learns to streamline costs and position itself to be more competitive against entities like Airbnb, many of the...
Trump tax plan could bruise REITs
Trump tax plan could bruise REITs May 1, 2017 | by Will Parker | The Real Deal On Wednesday, Treasury Secretary Steven Mnuchin and National Economic Director Gary Cohn laid out the basic principals of the White House’s tax reform plan. While scant on many important...
Shopping Center REIT Execs Push Back Against Negative Fallout from Retailer Bankruptcies
Shopping Center REIT Execs Push Back Against Negative Fallout from Retailer Bankruptcies May 1, 2017 | by Randyl Drummer | CoStar Retail REITs have been hitting back against the onslaught of negative retail headlines and analyst sentiments during the current round of...
Economy Watch: Commercial Property Valuations Gain in April
Economy Watch: Commercial Property Valuations Gain in April April 28, 2017 | by Dees Stribling | Commercial Executive Property The commercial real estate industry saw its strongest price growth since the election, according to Ten-X’s latest Commercial Real...
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