Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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How has the debt maturity schedule for the nontraded REIT industry changed over the past two years?
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Investor Relations for Global Funds
Investor relations for a global fund requires a comprehensive and systematized but nuanced approach. The fund administrator is a critical partner, providing the tools, expertise and services necessary…
ElmTree Funds Announces New Early Investor Incentive Program
Founded in 2011 in St. Louis, ElmTree Funds is a private equity real estate firm with an established track record in the commercial real estate net-lease sector.
KKR Acquires Portfolio of Six Class A Industrial Warehouses Across the U.S.
The purchase follows KKR’s recent industrial warehouse investments in Nashville, Dallas and Houston. The addition of this approximately two million square foot portfolio brings KKR’s total warehouse acquisitions…
Recent News
For those 16 nontraded REITs that had open offerings as of June 30, 2022, how many based their asset management fees on their net asset values?
For those 16 nontraded REITs that had open offerings as of June 30, 2022, how many based their asset management fees on their net asset values? Answer: All but four of the...
Highlighting NexPoint Diversified Real Estate Trust
Highlighting NexPoint Diversified Real Estate Trust August 16, 2022 | James Sprow | Blue Vault NexPoint Diversified Real Estate Trust (NXDT) is an externally advised,...
Clearing Up Misconceptions about Alts
Clearing Up Misconceptions about Alts August 12, 2022 | John Rickman | WealthForge Have you ever wondered why alternative investments are called “alternative” investments?...
BNY Mellon’s Pershing Delivers Next-Gen Technology and Integration Capabilities for Smarter, More Personalized, Highly Efficient Experiences
BNY Mellon’s Pershing Delivers Next-Gen Technology and Integration Capabilities for Smarter, More Personalized, Highly Efficient Experiences June 15, 2022 | BNY Mellon...
ExchangeRight Expands Broker-Dealer and RIA Relations Team with Michele Drummond, SVP
ExchangeRight Expands Broker-Dealer and RIA Relations Team with Michele Drummond, SVP August 16, 2022 | ExchangeRight ExchangeRight, one of the nation’s leading providers of...
TD Ameritrade: CRE Market Strong through Second Quarter; Investors Adapting to Market Forces as Headwinds Emerge
TD Ameritrade: CRE Market Strong through Second Quarter; Investors Adapting to Market Forces as Headwinds Emerge August 9, 2022 | Marcus & Millichap TD Ameritrade...
More articles…
For determining suitability of investments in nontraded REITs, what percentage of an investor’s net worth have many states set as the maximum investment in these programs? Click to find out…
For determining suitability of investments in nontraded REITs, what percentage of an investor’s net worth have many states set as the maximum investment in these programs? Answer: 10% of their liquid net...
Inland Securities Names New Senior Vice President – Investment Product Research
Inland Securities Names New Senior Vice President – Investment Product Research Oct 05 2016 | by DI Wire Inland Securities Corporation has hired Denise Faber to serve as senior vice president – investment product research. In this new role, Faber will be...
Shopoff Realty Investments Acquires Las Vegas Apartment Community
Shopoff Realty Investments Acquires Las Vegas Apartment Community LAS VEGAS (Oct. 6, 2016) – Shopoff Realty Investments, a national manager of opportunistic and value-add real estate investments, announced today that the company has acquired a 624-unit apartment...
MVP REIT and MVP REIT II Close $30 Million Credit Facility with KeyBank National Association
MVP REIT and MVP REIT II Close $30 Million Credit Facility with KeyBank National Association SAN DIEGO (Oct. 5, 2016) – MVP REIT, Inc. and MVP REIT II, Inc. (the “REITs”), both publicly registered non-traded real estate investment trusts, entered into a credit...
FS Investments Taps Goldman Sachs’ Steve DeAngelis to Head Sales
FS Investments Taps Goldman Sachs’ Steve DeAngelis to Head Sales Industry veteran joins leading alternatives manager as it expands its distribution channels PHILADELPHIA, Oct., 5, 2016 – FS Investments, a leading alternative asset manager, announced that it has hired...
RREEF Property Trust Continues Portfolio Expansion with Acquisition of Boston-Area Medical Office Building
RREEF Property Trust Continues Portfolio Expansion with Acquisition of Boston-Area Medical Office Building October 3, 2016 NEW YORK–(BUSINESS WIRE)– RREEF Property Trust, Inc. (ZRPTAX, ZRPTIX, ZRPTTX) today announced the acquisition of 40 Allied Drive in...
Strategic Storage Trust II, Inc. (SST II) Announces Closing Date of Primary Offering
SOURCE: Strategic Storage Trust II, Inc. September 30, 2016 17:44 ET Strategic Storage Trust II, Inc. (SST II) Announces Closing Date of Primary Offering LADERA RANCH, CA–(Marketwired – Sep 30, 2016) – Strategic Storage Trust II, Inc. (SST II)...
What year did Congress make the amendment to allow the creation of Business Development Companies (BDCs)? Click to see the answer…
What year did Congress make the amendment to allow the creation of Business Development Companies (BDCs)? Answer: In 1980, Congress passed an amendment to the 1940 Investment Company Act to allow business development companies for the purpose of investing and...
Non-Traded REIT, BDC Sales Suffer As Pricing Shifts
Non-Traded REIT, BDC Sales Suffer As Pricing Shifts SEPTEMBER 28, 2016 | DAN JAMIESON | Financial Advisor Facing a shifting regulatory landscape, sales of non-traded REITs and business development companies look to be off about 50 percent this year. For the same...
Pershing Rolls Out Lower-Minimum Advice Platform, Designed To Help Advisors Comply with the DOL Rule
Pershing Rolls Out Lower-Minimum Advice Platform, Designed To Help Advisors Comply with the DOL Rule September 23, 2016 | By Ben Lee, Contributor | Trust Advisor Commentary on ThinkAdvisor article by Melanie Waddell Pershing wants to make it easier for advisors to...










