Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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…
Blue Vault Begins Publishing Q2 2024 BDC Individual Performance Reports
Count on Blue Vault for your Alternative Investment information needs.
Recent News
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...
NexPoint Distribution Team Makes Four New Hires in July
NexPoint, a multibillion-dollar alternative investment firm, announced today the addition of four new sales and marketing professionals. The new hires, who joined the firm...
What the Recent Inflation Numbers Might Mean for Multifamily
What the Recent Inflation Numbers Might Mean for Multifamily August 12, 2022 | Erik Sherman | GlobeSt.com While inflation seems to be moderating, don’t expect the Fed to let...
Research Brief: Inflation
Research Brief: Inflation August 15, 2022 | Marcus & Millichap Multiple Real Estate Sectors Poised to Benefit from July Inflation Slowdown Inflation trend may be turning...
More articles…
Versus Capital Multi-Manager Real Estate Income Fund Surpasses $1 Billion in Assets
Versus Capital Multi-Manager Real Estate Income Fund Surpasses $1 Billion in Assets October 3, 2016 GREENWOOD VILLAGE, Colo.–(BUSINESS WIRE)– Versus Capital Advisors LLC, an asset management firm that specializes in distinctive real asset investment...
Second Quarter 2016 Nontraded BDC and Nontraded REIT Industry Reviews are both available online. Be sure to login to view the latest research and updates on REITs and BDCs.
Second Quarter 2016 Nontraded BDC and Nontraded REIT Industry Reviews are both available online. Be sure to login to view the latest research and updates on REITs and...
Nontraded REIT Share Online Auctions – Update on July 2016 Article
After the publication (published July 18, 2016) of our recent Insights article on auction sites for nontraded REIT shares, we received requests for more information about other options for investors. We have updated our listing to include several other potential contacts for investors seeking competitive pricing for shares in secondary markets. These companies include a new online auction site (CFX Markets) as well as other companies that act as intermediaries between shareholders and potential buyers.
Also included in this list are two companies that engage in third-party tender offers to shareholders in nontraded REITs. Tender offers may be made directly to shareholders if the tendering company obtains a roster of names of all shareholders from the REIT (such provisions are included in bylaws and charters of some companies) or by filing a registered tender offer with the SEC.
Financial advisers’ business models need changing to win over millennial clients: expert
Financial advisers’ business models need changing to win over millennial clients: expert Sep 29, 2016 @ 12:08 pm | By Jeff Benjamin | Investment News Products and services geared toward baby boomers won’t work for the younger generation, according to a...
JLL Income Property Trust Closes $150 Million Credit Facility With Bank of America
JLL Income Property Trust Closes $150 Million Credit Facility With Bank of America September 23, 2016 CHICAGO, IL–(Marketwired – Sep 23, 2016) – JLL Income Property Trust, an institutionally managed, daily valued perpetual life REIT ( NASDAQ : ZIPTAX...
Griffin-American Healthcare REIT IV Acquires Charlottesville Medical Office Building in Virginia
Griffin-American Healthcare REIT IV Acquires Charlottesville Medical Office Building in Virginia GlobeNewswire•September 28, 2016 RICHMOND, Va., Sept. 28, 2016 (GLOBE NEWSWIRE) — American Healthcare Investors and Griffin Capital Corporation, the co-sponsors of...
ADISA Honors Award Winners at 2016 Annual Conference in Las Vegas
ADISA Honors Award Winners at 2016 Annual Conference in Las Vegas GlobeNewswire | September 27, 2016 LAS VEGAS, Sept. 27, 2016 (GLOBE NEWSWIRE) — ADISA, the nation’s largest trade association for the alternative and direct investment space, announced today the...
What items are excluded from the calculation of a nontraded REIT investor’s net worth for the purpose of determining suitability? Click to find out…
What items are excluded from the calculation of a nontraded REIT investor’s net worth for the purpose of determining suitability? Answer: the value of the investor’s home, home furnishings and...
Carter Validus Mission Critical REIT II, Inc. Announces Net Asset Value of $9.07 Per Share of Class A Common Stock and Class T Common Stock
Carter Validus Mission Critical REIT II, Inc. Announces Net Asset Value of $9.07 Per Share of Class A Common Stock and Class T Common Stock September 30, 2016 03:21 PM Eastern Daylight Time TAMPA, Fla.–(BUSINESS WIRE)–The board of directors (the “Board”)...
An Alternative to Alternative Investments
An Alternative to Alternative Investments Article submitted by: Resource As a financial advisor, your goal is to create a well-balanced, sound portfolio for your clients. To accomplish this, you probably ask yourself many questions, including: How can I diversify the...









