Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Phoenix American Awarded Honors By Three Industry Publications In First Half Of 2024
Phoenix American was awarded Fund Administration Services of the Year 2024.
LODAS Six-Month Trading Volumes Rose 73%; Transfer-Agent Business Continues Momentum
LODAS enables sponsors to streamline the entire investment life cycle for investors. LODAS addresses time-consuming, inefficient alts processes, making it easier for investors to buy and sell as they choose.
Go Store It Self Storage Names Adam Willey as New Director of Operations
Go Store It Self Storage, an affiliate of Madison Capital Group, has appointed Adam Willey as the new Director of Operations.
Watch: ExchangeRight Surpasses $6 Billion in Assets Managed on Behalf of Investors
The ExchangeRight team is proud to have protected their capital and provided monthly distributions that met or exceeded initial targets, month after month without exception, from the very founding of ExchangeRight over a decade ago.
Recent News
Alts are rockin’ the house!
Alts are rockin’ the house! April 8, 2022 | Ryan W. Neal | Investment News While the biggest bands of the 1960s were The Beatles and The Rolling Stones, the decade also saw...
Gladstone Land Announces Second Quarter 2022 Results
Gladstone Land Announces Second Quarter 2022 Results August 9, 2022 | Gladstone Land Corporation Gladstone Land Corporation (NASDAQ:LAND) (“Gladstone Land” or...
UMB: State of the Market: Non-Traded REITs and BDCs
UMB: State of the Market: Non-Traded REITs and BDCs August 9, 2022 | UMB In times of wild market volatility, alternative investments are alluring panaceas to vulnerable...
What has happened to the share of commercial real estate investment by dollar volume that has gone to Secondary/Tertiary markets in the U.S. through Q1 2022?
What has happened to the share of commercial real estate investment by dollar volume that has gone to Secondary/Tertiary markets in the U.S. through Q1 2022? Answer: 58.0%...
Net Lease Real Estate vs Inflation and Interest Rates
Net Lease Real Estate vs Inflation and Interest Rates August 9, 2022 | Jim Kammert | Four Springs Capital Trust What is in Store for Net Lease Real Estate Investing? In...
Gladstone Commercial Corporation Acquired 246,000 SF, Two4-Property Industrial Portfolio
Gladstone Commercial Corporation Acquired 246,000 SF, Two4-Property Industrial Portfolio August 9, 2022 | James Sprow | Blue Vault Gladstone Commercial Corporation (Nasdaq...
More articles…
The Trendiest Investment on Wall Street…That Nobody Knows About
The Trendiest Investment on Wall Street…That Nobody Knows About PHOTO: CHRISTOPHE VORLET By JASON ZWEIG Nov 4, 2016 11:28 am ET Wall Street Journal Among this year’s hottest investment ideas is one that even many of the people buying it have never heard of. This...
What is a “Subordinated Incentive Listing Distribution” and how is it calculated?
What is a “Subordinated Incentive Listing Distribution” and how is it calculated? For 11 offerings of effective REITs as of September, 2016, the advisor is entitled to receive a listing incentive fee when the REIT’s common shares are listed on a national exchange of...
$103M Resort Retail Portfolio Changes Hands
$103M Resort Retail Portfolio Changes Hands November 7, 2016 | by Keith Loria | Commercial Property Executive CNL Lifestyle Properties has sold a seven-property portfolio of trophy retail assets located within luxury resorts in the U.S. and Canada. Straton Village...
Griffin-American Healthcare REIT IV Enters Agreement to Acquire Evendale Medical Office Building Near Cincinnati
Griffin-American Healthcare REIT IV Enters Agreement to Acquire Evendale Medical Office Building Near Cincinnati Thursday, November 3, 2016 5:30 PM UTC CINCINNATI, Nov. 03, 2016 — American Healthcare Investors and Griffin Capital Corporation, the co-sponsors of...
E-Commerce Demand Shifting Construction from Retail to Logistics, Boosts Absorption to Near-Record Levels
E-Commerce Demand Shifting Construction from Retail to Logistics, Boosts Absorption to Near-Record Levels More Investors Pursue Higher Yields by Backing New Development as Industrial Real Estate Expansion Rolls On November 3, 2016 | By Randyl Drummer | CoStar The...
1031 Buyer Drives Peak Pricing Retention for Well-Located Asset
1031 Buyer Drives Peak Pricing Retention for Well-Located Asset November 1, 2016 | by Adriana Pop | Commercial Property Executive Hanley Investment Group brokered the sale of Raceway Commons, a Panera Bread-anchored shopping destination in Indianapolis. Indianapolis—A...
NAFA appeals court victory for DOL fiduciary rule
NAFA appeals court victory for DOL fiduciary rule The Labor Department is coming off a big win, but will the judgment have legs in this appeal and the five other suits still pending against the regulation? Nov 7, 2016 @ 2:04 pm | By Mark Schoeff Jr. | Investment News...
How many different ways do the 30 open offerings as of September 30, 2016, calculate the “Asset Management Fees” or “Advisory Fees” for managing the REIT’s portfolio?
How many different ways do the 30 open offerings as of September 30, 2016, calculate the “Asset Management Fees” or “Advisory Fees” for managing the REIT’s portfolio? There are at least 12 different methods or explanations used by the current offerings to calculate...
Advisors Jittery As Election, DOL Rule Loom
Advisors Jittery As Election, DOL Rule Loom NOVEMBER 3, 2016 | CHRISTOPHER ROBBINS | Financial Advisor Keep the scented candles and antacids at hand. Financial advisors are feeling most anxious about political and regulatory developments, according to the third...
Phillips Edison Grocery Center REIT I, Inc. Closes 7-Year, $255 Million Unsecured Term Loan Facility
Phillips Edison Grocery Center REIT I, Inc. Closes 7-Year, $255 Million Unsecured Term Loan Facility November 02, 2016 01:00 PM Eastern Daylight Time CINCINNATI–(BUSINESS WIRE)–Phillips Edison Grocery Center REIT I, Inc. (the “Company”) announced that it...









