Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Alterna Equity Partners Announces Closing of Fund I
AEP invests in business services, industrials, healthcare services, technology, transportation & logistics and financial services companies throughout the U.S. with a focus on the south and southeast.
Starwood Capital Group Appoints Matt Smith as Managing Director, Head of U.S. Residential Asset Management
Starwood Capital Group (“Starwood Capital”), a global private investment firm with a primary focus on real estate, today announced that Matt Smith will join the firm in June as Managing Director, Head of U.S. Residential Asset Management.
Aircraft Leasing Investments: Achieving Lift-off Through an Alternative Route
The global commercial aircraft leasing market, according to some estimates, is forecast to grow from roughly $155 billion in 2023 to over $315 billion in 2033.
Navigating The Marketing Maze Of Private Placement Offerings
Feeling overwhelmed by the compliance complexities of marketing your private placement offering? Marketing Intent specializes in helping alternative investment sponsors craft and execute marketing strategies that are not only compliant but also compelling…
Recent News
CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors
CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors June 30, 2022 | CAIS New integrations including SSO, enhanced...
How did the median total return to the 13 continuously offered nontraded REIT programs in May 2022 compare to the NAREIT All REIT Index total return for May 2022?
How did the median total return to the 13 continuously offered nontraded REIT programs in May 2022 compare to the NAREIT All REIT Index total return for May 2022? Answer:...
Thoughts About Effects of Rising Interest Rates on CRE NAVs and Cap Rates
Thoughts About Effects of Rising Interest Rates on CRE NAVs and Cap Rates June 29, 2022 | James Sprow | Blue Vault In this discussion, we focus on the effects of rising...
Treasury bond yields near peak as Fed hikes rates, recession fears grow
Treasury bond yields near peak as Fed hikes rates, recession fears grow June 28, 2022 | Brian Scheid | S&P Market Intelligence The growing likelihood of a recession has...
The Industrial Sector Is Flourishing in Every Corner of the US
The Industrial Sector Is Flourishing in Every Corner of the US June 28, 2022 | Kelsi Maree Borland | GlobeSt.com For more than a decade, industrial product has been one of...
UMB: What does a custodian do for alternative investment managers?
UMB: What does a custodian do for alternative investment managers? June 29, 2022 | Amy Small | UMB Legacy mutual fund managers are likely accustomed to hearing about custody...
More articles…
Broker-dealers eye level commissions to reduce risk under DOL fiduciary rule
Broker-dealers eye level commissions to reduce risk under DOL fiduciary rule Such a strategy is meant to reduce the appearance of a conflict of interest when using commission products in retirement accounts Jul 11, 2016 @ 12:27 pm | By Greg Iacurci |...
KBS Growth & Income REIT Makes Second Acquisition
KBS Growth & Income REIT Makes Second Acquisition July 15, 2016 | by Beth Glavosek | Blue Vault KBS has announced that its Growth & Income REIT purchased the 219,742-square-foot Commonwealth Building in Portland, Oregon for $69 million. This is...
Griffin-American Healthcare Trust IV is now offering Class I shares that will initially be sold for $9.30 each and have no selling commissions or stockholder servicing fees associated with their purchase. What percentage of the offering share price paid to the dealer manager will be paid by the REIT?
Griffin-American Healthcare Trust IV is now offering Class I shares that will initially be sold for $9.30 each and have no selling commissions or stockholder servicing fees associated with their purchase. What percentage of the offering share price paid to the dealer...
House spending bill includes provision to kill DOL fiduciary rule
House spending bill includes provision to kill DOL fiduciary rule Congressional Republicans continue to fight the measure that requires advisers to retirement accounts to act in clients’ best interest Jul 7, 2016 @ 12:25 pm | By Mark Schoeff Jr. |...
Dividend cuts possible at AR Global REITs, analysts say
Dividend cuts possible at AR Global REITs, analysts say The REITs are paying distributions to shareholders that exceed cash flow, in some cases by a wide margin Jul 11, 2016 @ 1:02 pm | By Bruce Kelly | Investment News Investors in a number of AR...
Office Outlook In A Word: ‘Vigorous’
Office Outlook In A Word: ‘Vigorous’ JULY 12, 2016 | BY JOHN SALUSTRI | GlobeSt.com CALABASAS, CA— “Steady office improvement with balanced development buoy investor interest,” says Marcus & Millichap in its quarterly market report. Office vacancy...
JLL-Managed REIT Returns To Office Investment with $122 Million Purchase
JLL-Managed REIT Returns To Office Investment with $122 Million Purchase JLL Income Property Trust Makes its Largest Single-Asset Buy in 12-Year History July 12, 2016 | By Mark Heschmeyer | CoStar JLL Income Property Trust, a non-traded REIT managed by...
Dot Your I’s and Cross Your T’s – Get Ready for the Next Generation of Share Classes
Dot Your I’s and Cross Your T’s – Get Ready for the Next Generation of Share Classes July 13, 2016 – Part Two in a month long series of Share Class blog posts. This week, we’re taking a closer look at some of the more specialized share classes available through...
June Nontraded REIT and BDC Performance
June Nontraded REIT and BDC Performance July 13, 2016 | by Beth Glavosek | Blue Vault The numbers are in, and we have the latest data on nontraded REIT and BDC performance for the month of June. After reaching a high mark in February of approximately...
One NTR had more cash and equivalents on its books ($273.6 million) at March 31, 2016, more than 12 nontraded REITs individually had in total assets on that date. Which REIT?
One NTR had more cash and equivalents on its books ($273.6 million) at March 31, 2016, more than 12 nontraded REITs individually had in total assets on that date. Which REIT? KBS Strategic Opportunity...










