Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Eagle Point Institutional Income Fund Generates 9.9% Annual Net Return and Exceeds $150 Million in Assets
During the month of October 2024, the Fund completed its 28th consecutive monthly distribution payment, which represented a 10.2% annualized distribution rate.
Inland Private Capital & Devon Self Storage Complete Property in Lubbock, TX
IPC’s current self-storage portfolio spans more than $1.7 billion in assets under management.
Cove Capital Acquires Net Lease Asset in Quinlan, TX
“This investment highlights our dedication to acquiring quality assets in strategic locations that provide investment potential for our investors…”
Investors Fully Subscribe Another ExchangeRight All-Cash DST Designed to Provide Strategic Exit Options
“Like all of our offerings, this portfolio is designed to protect investors’ capital to ensure their peace of mind through all economic cycles, including recessions and economic crises.” — Joshua Ungerecht, a managing partner at ExchangeRight
Recent News
Inside the V(ALT), with AIX
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Joe Ujobai: Progress Towards Retail Investors
Joe Ujobai(Chief Executive Officer, AIX) talks about whether progress has been made toward retail investors in the alts space in this clip from Inside the...
Joe Ujobai: Making Alts Easier to Sell & Manage
Joe Ujobai (Chief Executive Officer, AIX) discusses the impact of making alts easier to sell and manage in this clip from Inside the...
Joe Ujobai: Retail Advisors Want Alts Education
Joe Ujobai (Chief Executive Officer, AIX) says retail advisors are willing to learn more about alts in this clip from Inside the...
Bill Robbins: What Drives Altigo’s Product Road Map?
<Bill Robbins (CEO, WealthForge) talks about what drives Altigo’s product road map in this clip from Inside the...
According to the recent Cerulli Associates survey of financial advisors, what factor had the highest response rate for the question “What factor would drive increased alternative allocations?”
According to the recent Cerulli Associates survey of financial advisors, what factor had the highest response rate for the question “What factor would drive increased...
More articles…
What’s Next In Multifamily Innovation?
What’s Next In Multifamily Innovation? SAN DIEGO—From new sustainability features to rooftop urban gardens and more efficient use of space, the next wave of innovations for apartments will make living there cheaper and better for residents, say speakers at NMHC’s...
FSI expects a more business friendly environment in 2017
FSI expects a more business friendly environment in 2017 Lobbying group for independent broker-dealers lays out its annual agenda Jan 31, 2017 @ 1:57 pm | Dale Brown | InvestmentNews.com The political world is still responding to the monumental and unexpected change...
2 BDC Sponsors manage 73.5% of the total industry’s assets. Find out who and how much each manages.
2 BDC Sponsors manage 73.5% of the total industry’s assets. Find out who and how much each manages. Answer: FS Investments manages nearly $12.7 billion in nontraded BDC assets, or 54% of the total industry. CNL Financial Group manages nearly $4.5 billion or 19% of...
A Commercial Real Estate Forecast For 2017
A Commercial Real Estate Forecast For 2017 ATLANTA—Amid a time of uncertainty for what the year will hold for the industry, Trimont Real Estate Advisors’ Brian Ward cites three key trends in this EXCLUSIVE commentary. January 24, 2017 | by BRIAN WARD | GlobeSt....
DOL fiduciary rule not yet caught up in Trump maelstrom
DOL fiduciary rule not yet caught up in Trump maelstrom Speculation mounts as to what is taking administration so long to act Jan 31, 2017 @ 1:07 pm | by Mark Schoeff Jr. | InvestmentNews.com President Donald Trump has been the disrupter that he promised to be. He is...
Medley Launches Sierra Total Return Fund
Medley Launches Sierra Total Return Fund January 31, 2017 09:00 AM Eastern Standard Time | BusinessWire NEW YORK–(BUSINESS WIRE)–Medley Management Inc. (NYSE: MDLY) (“Medley”), a credit-focused asset management firm, today announced the launch of Sierra...
Capital Square 1031 Acquires Medical Office Building Near Raleigh, North Carolina in All-Cash/No Debt DST
Capital Square 1031 Acquires Medical Office Building Near Raleigh, North Carolina in All-Cash/No Debt DST Property is 100 percent occupied by local operator of Fresenius Medical Care, the world’s leading provider of dialysis products and services January 30, 2017 |...
KBS REIT Shareholders Approve Plan of Liquidation
KBS REIT Shareholders Approve Plan of Liquidation January 31, 2017 | James Sprow | Blue Vault KBS Real Estate Investment Trust Inc.‘s shareholders approved the company’s liquidation and dissolution plan at its January 27 annual shareholder meeting....
Blue Vault’s first Interval Fund and Nontraded CEF Review is now available online!
Blue Vault’s Interval Fund and Nontraded CEF Review covers both interval funds and nontraded closed-end funds (CEFs). Strategies of these funds can range from real estate to hedge funds, so research on investment strategy is very important for this diverse set of...
“Usually change is good, and that’s a good thing…”
“Usually change is good, and that’s a good thing…” Blue Vault’s 3rd Annual Summit January 30, 2017 | Stacy Chitty | Blue Vault Blue Vault’s 3rd annual educational Summit will be held March 13-15. The purpose of the meeting is to give leading alternative...







