Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Deferred Tax Liability Podcast Clip
Jay Frank, President of Cantor Fitzgerald Asset Management, talks about how to handle the deferred tax liability with the narrowing time gap in this podcast...
Inside the VALT with Jay Frank of Cantor Fitzgerald Asset Management
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What percentage of total industry assets were made up by the ten largest interval funds?
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Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.
The deal will also bring new capabilities to Vistra in the high-volume retail investor space, with the acquisition of Phoenix American’s proprietary technology platform (STAR-XMS), which tracks investors and investment transactions to assist in fund performance reporting.
Recent News
Jason Kale: Uptick in Nontraded REITs
In this clip from Alts Week 2022, Jason Kale (SS&C) discusses the upward trend his office is seeing in nontraded...
ExchangeRight: Liquidity & Exit Strategy
In this clip from Alts Week 2022, Warren Thomas (ExchangeRight) outlines the product’s liquidity & explains how an exit strategy would work out for...
ExchangeRight: Tax Equivalent Yield
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ExchangeRight: Cashflow & FFO
In this clip from Alts Week 2022, Warren Thomas (ExchangeRight) summarizes ExchangeRight’s cashflow & FFO for...
Bluerock: Interval Funds vs. REITS
In this video clip from Alts Week 2022, Josh Hoffman (Bluerock) makes an argument for interval funds over...
Which nontraded REIT recently made its first real estate investment in the “Research Triangle” in North Carolina?
Which nontraded REIT recently made its first real estate investment in the “Research Triangle” in North Carolina? Answer: Hines, the global real estate firm, on...
More articles…
Sierra Income Corporation Increase in Public Offering Price
Sierra Income Corporation Increase in Public Offering Price July 14, 2016 06:16 PM Eastern Daylight Time | Businesswire.com NEW YORK–(BUSINESS WIRE)–A committee of the board of directors (the “Board”) of Sierra Income Corporation (“SIC”) has...
The top ten nontraded REITs in total assets did not change from 4Q 2015 to 1Q 2016, and the REIT with the most total assets remained on top. Which nontraded REIT was it?
The top ten nontraded REITs in total assets did not change from Q4 2015 to Q1 2016, and the REIT with the most total assets remained on top. Which nontraded REIT was it? Corporate Property Associates 17 – Global Learn more about W.P. Carey...
Nontraded REITs Share Online Auctions
Shareholders in nontraded REITs have limited options when attempting to liquidate some or all of their common stock holdings. While most nontraded REITs have share redemption programs, these programs may have been suspended due to liquidity issues, or restricted to redemption requests filed due to death, disability or other hardships. Funding for share redemptions is usually tied to distribution reinvestment programs (DRIP) and in numerous cases the redemption or repurchase of shares has been suspended indefinitely by the boards of directors. Blue Vault reports on the redemptions of nontraded REIT shares by each REIT on a quarterly basis, but a more complete picture of the redemption issue would require a comparison of redemptions granted to redemptions requested. REITs may place limits on the percentage of outstanding shares that can be redeemed in a given period and many REITs do not redeem all of the shares that stockholders have requested, in which case only a percentage of each request may be repurchased.
Industrial Property Trust Inc. Announces Second Quarter 2016 Acquisition Activity
Industrial Property Trust Inc. Announces Second Quarter 2016 Acquisition Activity July 13, 2016 17:53 ET | Source: Industrial Property Trust DENVER, July 13, 2016 (GLOBE NEWSWIRE) — Industrial Property Trust Inc. (“IPT”), an industrial real estate...
The ABC’s of the DOL fiduciary rule
The ABC’s of the DOL fiduciary rule Confusion could be the rule’s greatest by-product due to its broad and somewhat general nature Jul 12, 2016 @ 1:00 am | By Anthony Domino, Jr. | Investment News A casual reading of any financial publication...
Median total returns for nontraded BDCs from 2011 to 2015 performed well. Guess what the average annual return was…
Median total returns for nontraded BDCs from 2011 to 2015 performed well. Guess what the average annual return...
Carey Watermark Investors 2 Completes $154 Million Acquisition of San Jose Marriott
Carey Watermark Investors 2 Completes $154 Million Acquisition of San Jose Marriott JUL 14, 2016, 07:30 ET | News provided by Carey Watermark Investors 2 Top performing Silicon Valley property connected to San Jose Convention Center NEW YORK, July 14,...
Dividend Investors Should Check Into Hotel Stocks
Dividend Investors Should Check Into Hotel Stocks Despite lackluster economic growth, many hotel stocks and hotel REITs look good on the charts. July 13, 2016 | By MICHAEL KAHN | Barrons While I am generally skeptical about the stock market’s recent new...
REITs Become Separate Sector in September
REITs Become Separate Sector in September July, 2016 GMT | Daily Forex Between September 16th and 19th, a new sector will be introduced on Wall Street. Real Estate Investment Trusts (REITS) which own commercial real estate and generate dividends from the...
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 |...





