Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Rethinking Your Marketing Focus: It’s About Your Audience, Not Just Your Firm
By focusing on how your services fulfill the specific needs of financial advisors and investors, your marketing efforts can become more effective and impactful.
The Top Employee and Independent Broker/Dealers
This year, J.D. Power found that satisfaction among employee advisors rose 59 points between 2023 and 2024, while satisfaction among independent advisors dropped by 15 points.
The Essential Income REIT’s Net Asset Value Increases Again
“We are excited to achieve this consecutive increase in the REIT’s Net Asset Value on behalf of the Essential Income REIT’s investors, especially in an economic environment that has been so incredibly volatile,” said Ungerecht.
Blue Vault Publishes April 30, 2024 Interval Fund and Tender Offer Fund IPPs
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
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Recent News
SmartStop Self Storage REIT, Inc. Reports Second Quarter 2022 Results
SmartStop Self Storage REIT, Inc. Reports Second Quarter 2022 Results August 11, 2022 | SmartStop Self Storage REIT, Inc. SmartStop Self Storage REIT, Inc. (“SmartStop”), a...
Alternative Investments in 2022: Capitalizing on Markets in Turmoil
Alternative Investments in 2022: Capitalizing on Markets in Turmoil August 15, 2022 | Cerulli 2022 brings to financial markets elements advisors haven’t seen in years, if...
CMCT Announces 9460 Wilshire as New Flagship Rolls-Royce Motor Cars Showroom for Luxury and Exotic Car Dealer O’Gara Coach
Creative Media & Community Trust (“CMCT”) (NASDAQ: CMCT and TASE: CMCT-L) announced today that it has signed a long-term lease with O’Gara Coach for the approximately...
JLL Income Property adds Las Vegas asset to grocery-anchored portfolio
JLL Income Property adds Las Vegas asset to grocery-anchored portfolio August 10, 2022 | IPE Real Assets JLL Income Property Trust, an open-ended US real estate investment...
Recession Fears Squashing Deals: Bisnow Survey
Recession Fears Squashing Deals: Bisnow Survey August 10, 2022 | Dees Stribling | Bisnow Investors across the country are clamoring for industrial properties right now,...
Hospitality National Report
Hospitality National Report August 11, 2022 | Marcus & Millichap Hotel Sector Puts Most Pandemic Challenges in Rear View; Travel Demand Improving, Although Inflation...
More articles…
When calculating the average rate of return over the life of a nontraded REIT program, which group of investors have the higher average rate of return when a program has a full-liquidity event and an associated capital gain on its common shares?
When calculating the average rate of return over the life of a nontraded REIT program, which group of investors have the higher average rate of return when a program has a full-liquidity event and an associated capital gain on its common shares? When there is a...
CNL Executive to Speak at Industry Conference
CNL Executive to Speak at Industry Conference November 30, 2016 16:23 ET | Source: CNL Financial Group Orlando, Fla., Nov. 30, 2016 (GLOBE NEWSWIRE) — Kirk Montgomery, head of regulatory affairs for CNL Financial Group, will speak at the 12th Annual Western IMN...
JLL Income Property Trust Acquires Premier Apartment Building in Chicago’s West Loop
JLL Income Property Trust Acquires Premier Apartment Building in Chicago’s West Loop Chicago (December 6, 2016) – JLL Income Property Trust, an institutionally managed, daily valued perpetual life REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), today announced the...
Resource Innovation Office REIT Purchases Office Building in Chicago and Announces Stock and Cash Distributions
Resource Innovation Office REIT Purchases Office Building in Chicago and Announces Stock and Cash Distributions November 29, 2016 11:02 AM Eastern Standard Time PHILADELPHIA–(BUSINESS WIRE)–Resource Innovation Office REIT, Inc. (“Innovation Office REIT”),...
Carter Validus Mission Critical REIT II, Inc. Acquires 89,000-Square-Foot Medical Building for $63.6 Million
Carter Validus Mission Critical REIT II, Inc. Acquires 89,000-Square-Foot Medical Building for $63.6 Million December 05, 2016 02:48 PM Eastern Standard Time TAMPA, Fla.–(BUSINESS WIRE)–Carter Validus Mission Critical REIT II, Inc. (“CVMC REIT II”)...
San Diego company scoops up another downtown spot
San Diego company scoops up another downtown spot December 04, 2016 |By STAN BULLARD |Cleveland Business MVP Reit Inc., a San Diego-based public company that invests in automobile parking properties, is the new owner of the Lincoln Building in downtown...
Asset Class Snapshot: Senior Loans
It’s no secret that the vast majority of investment portfolios are typically comprised of various combinations of stocks, bonds and cash equivalents.
Credit Void in Banking
Credit Void in Banking Submitted by CION Investment Group, LLC Between 1992 and 2013, the number of commercial banks in the United States has decreased from 11,463 to 5,937, or approximately -48%. The decrease can be attributed to bank mergers, acquisitions and...
There are two nontraded BDCs that have a no-load share structure. Find out which two BDCs…
There are two nontraded BDCs that have a no-load share structure. Carey Credit Income Fund – I and Credit Suisse Park View BDC, Inc. both are no-load nontraded BDCs. Learn more about these BDCs on their Sponsor Focus Pages: W.P. Carey – Carey Credit...
The first 5 3rd Quarter 2016 Nontraded BDC Review individual pages have been posted to Blue Vault’s website.
The first 5 3rd Quarter 2016 Nontraded BDC Review individual pages have been posted to Blue Vault’s website. Business Development Corporation of America CĪON Investment Corporation NexPoint Capital, Inc. Sierra Income Corporation Terra Income Fund 6, Inc.. You...
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