Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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
Prospect Capital Management L.P. Announces Strategic Partnership with iCapital
This partnership allows financial advisors to access Prospect’s institutional quality CEF and BDC opportunities managed by Prospect and its affiliates, and now available on iCapital Marketplace.
Asset-Map Announces New Features at AdviceTech.LIVE
“It is our goal to become the single-most effective, holistic financial planning tool for advisors,…”
CIM Buys Coors Field-Area Apartments
The building is on the southern edge of the Five Points neighborhood
Recent News
Inside the V(ALT), with WealthForge
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Bill Robbins: Crossing the Chasm
Bill Robbins (CEO, WealthForge) talks about the fear of being an early technology adopter in this clip from Inside the...
Bill Robbins: A Quantum Leap
Bill Robbins (CEO, WealthForge) talks about what is driving Altigo’s next quantum leap in this clip from Inside the...
Capital Square Promotes Whitson Huffman to Co-Chief Executive Officer
Capital Square Promotes Whitson Huffman to Co-Chief Executive Officer September 12, 2022 | Capital Square Capital Square, one of the nation’s leading sponsors of...
Latest List of Q2 2022 REIT & BDC Individual Performance Pages
Latest List of Q2 2022 REIT & BDC Individual Performance Pages The following Q2 2022 Nontraded REIT pages are now available (newly added pages are in bold font): NTR...
SmartStop Self Storage Commences Roll Out of Self Storage Manager’s New Cloud Version
SmartStop Self Storage Commences Roll Out of Self Storage Manager’s New Cloud Version September 7, 2022 | SmartStop Self Storage, REIT, Inc. Self Storage Manager, Inc. Total...
More articles…
Which nontraded REIT sponsor raised the most capital in Q3 2016?
Which nontraded REIT sponsor raised the most capital in Q3 2016? Answer: Jones Lang LaSalle (JLL) with $174.7 million Learn more about Jones Lang LaSalle on our Sponsor Focused Page. Click...
Resource America Announces Revised Interval Fund Fee Structures
Resource America Announces Revised Interval Fund Fee Structures January 20, 2017 10:00 AM Eastern Standard Time | BusinessWire PHILADELPHIA–(BUSINESS WIRE)–Resource America, Inc. (“Resource”) has revised the fee structures of the Resource Real Estate...
Carter Validus Mission Critical REIT II Revises Primary Offering Prices, Adds Share Class
Carter Validus Mission Critical REIT II Revises Primary Offering Prices, Adds Share Class January 24, 2017 | by James Sprow | Blue Vault As a result of the board of directors’ determination of the estimated per share net asset value, or NAV, of $9.07 as of June...
Carey Watermark Acquires SF Ritz-Carlton
Carey Watermark Acquires SF Ritz-Carlton January 23, 2016 | by IvyLee Rosario | Commercial Property Executive San Francisco—Carey Watermark Investors 2 Inc. has acquired The Ritz-Carlton, San Francisco. The 18-column, nine-story landmark hotel in downtown San...
Griffin-American Healthcare REIT III Completed Acquisitions Totaling More Than $500 Million During 2016
Griffin-American Healthcare REIT III Completed Acquisitions Totaling More Than $500 Million During 2016 January 24, 2017 | by James Sprow | Blue Vault American Healthcare Investors, LLC and Griffin Capital Corporation, the co-sponsors of Griffin-American Healthcare...
Carter Validus Mission Critical REIT II, Inc. Acquires Healthcare and Data Center Properties Totaling Over $100 Million
Carter Validus Mission Critical REIT II, Inc. Acquires Healthcare and Data Center Properties Totaling Over $100 Million January 23, 2017 06:00 AM | Business Wire TAMPA, Fla.–(BUSINESS WIRE)–Carter Validus Mission Critical REIT II, Inc. (“CVMC REIT II”)...
2017 to be year of independent broker-dealer mergers
2017 to be year of independent broker-dealer mergers Jan 22, 2017 @ 12:01 am | by Bruce Kelly | InvestmentNews.com If past is prologue, 2017 should see a steady pace of independent broker-dealer consolidation and mergers and acquisitions. Last year saw transactions...
Blue Vault will host it’s 3rd Annual Broker Dealer Educational Summit in Atlanta, March 13-15. Leading Broker Dealers will hear from leading product sponsors, as well as, meet to dialogue about alternative investment performance and education.
Blue Vault will host it’s 3rd Annual Broker Dealer Educational Summit in Atlanta, March 13-15. Leading Broker Dealers will hear from leading product sponsors, as well as, meet to dialogue about alternative investment performance and...
Corporate Capital Trust Tender Offer and Corporate Capital Trust II NAV Announcement
Corporate Capital Trust Tender Offer and Corporate Capital Trust II NAV Announcement January 19, 2017 | by James Sprow | Blue Vault Corporate Capital Trust is offering to purchase up to 7,612,326 shares of its common stock for cash at a purchase price of $9.00 per...
RIAs merging at a record clip, more breakaways become RIAs
RIAs merging at a record clip, more breakaways become RIAs Multiple forces are driving industry consolidation January 18, 2017 @ 7:00 am | by Jeff Benjamin | InvestmentNews Consolidation in the registered investment adviser space has become fast and furious, with no...








