Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Inland Appoints Jovan Marconi as Chief Information Officer
In this role, Mr. Marconi is responsible for developing and implementing the IT strategy, including application development; data management; AI practices; cybersecurity; and the evolution of the technology infrastructure for Inland.
Go Store It Acquires State-of-the-Art Self Storage Facility in Oak Ridge, Tennessee
Situated on over four acres, Go Store It Oak Ridge has 515 storage units and is currently 91% leased. Its prime location along S Illinois Avenue, a bustling seven-lane thoroughfare with a daily traffic count of 26,857 vehicles, provides high visibility and accessibility.
Watch: Investors Fully Subscribe ExchangeRight’s All-Cash 3 DST with 5.15% Current Cash Flow
ExchangeRight All-Cash 3 DST ’s exit strategy aims to provide investors with a tax-deferred cash-out refinance option in addition to the ability to complete a 1031 exchange, 721 exchange, cash out, or a combination of these options.
Recent News
Update on Bluerock’s Interval Fund
In this video clip from Alts Week 2022, Josh Hoffman (President, BVEX Managing Director, Marketing and Due Diligence for Bluerock) gives an update on their interval fund,...
ExchangeRight’s 2021 Performance Update
In this video clip from Alts Week 2022, Warren Thomas (Managing Partner for Exchange Right) gives a 2021 performance...
Bluerock’s Sale to Blackstone
In this video clip from Alts Week 2022, Josh Hoffman (President, BVEX Managing Director, Marketing & Due Diligence for Bluerock) provides details of the Bluerock...
Hines Global Pays $145M for Houston Tower
Hines Global Pays $145M for Houston Tower July 27, 2022 | Olivia Bunescu | Commercial Property Executive JLL and Buckeye Partners anchor the office property. In a $145...
Cantor Fitzgerald Income Trust, Inc. Closes $118 Million Dollars in Real Estate Related Acquisitions
Cantor Fitzgerald Income Trust, Inc. (“CF Income Trust”), a non-traded real estate investment trust and affiliate of Cantor Fitzgerald, L.P., announced today the completion...
JLL Income Property Trust Acquires Retail Center in Durham, NC
JLL Income Property Trust Acquires Retail Center in Durham, NC July 26, 2022 | JLL Income Property Trust JLL Income Property Trust, an institutionally managed daily NAV REIT...
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Hartman vREIT XXI Declared Effective by SEC
Hartman vREIT XXI Declared Effective by SEC Hartman vREIT XXI, Inc. (“vREIT XXI”) is proud to announce that its initial public offering of approximately $250,000,000 in common shares was declared effective by the Securities and Exchange Commission...
Resource Real Estate Pays $71Mln for Irving, Texas, Apartments
Resource Real Estate Pays $71Mln for Irving, Texas, Apartments Tuesday, July 5th, 2016 | Commercial Real Estate Direct Staff Report Resource Real Estate Opportunity REIT II Inc. has paid $71 million, or $149,160/unit, for Santa Rosa at Las Colinas, a...
When the neighborhood is owned by billion-dollar companies
When the neighborhood is owned by billion-dollar companies By MIKE SCHNEIDER | Jul. 3, 2016 9:42 AM EDT | AP APOPKA, Florida (AP) — Many of the single-family homes in the Piedmont Park neighborhood of Apopka, Florida, used to be owned by families — the...
SEC Investor Advocate Fleming targets fees charged by advisers
SEC Investor Advocate Fleming targets fees charged by advisers Rick Fleming will push the Securities and Exchange Commission to follow through on its review of how brokers and investment advisers disclose their fees to clients Jul 1, 2016 @ 12:02 pm | By...
Capital raise by one sponsor fell from $265.6 million in 4Q 2015 to $6.6 million in 1Q 2016. Which sponsor?
Capital raise by one sponsor fell from $265.6 million in 4Q 2015 to $6.6 million in 1Q 2016. Which sponsor? AR...
Understanding the World of Share Classes
Understanding the World of Share Classes Part One in a Four-Part Series on Share Classes From ABC to Z, the variety of share classes in the investment world seems to have proliferated across the entire alphabet. The differences in share classes really boil down to one...
New in each Blue Vault nontraded REIT Review, beginning 1st Quarter 2016, is a summary of pricing data for REITs listing their shares in a public exchange since 1997 or merging with other REITs. See more…
Now in each Blue Vault quarterly nontraded REIT Review is a listing of the pricing data for all liquidated REITs by listing or merger since 1997. This data includes 14 data points, including Liquidity Type, First-Day Closing Price, 30-Day Closing Price, 1-Year...
US Office: Demand Keeps Outpacing Supply
US Office: Demand Keeps Outpacing Supply JULY 5, 2016 | BY PAUL BUBNY | GlobeSt.com CALABASAS, CA—Among office markets driven by the tech sector, San Jose has been a winner in both vacancy declines and rent growth; Marcus & Millichap reports that...
InvenTrust Closes UHC Student Housing Portfolio Sale
InvenTrust Closes UHC Student Housing Portfolio Sale JULY 1, 2016 | BY ERIKA MORPHY | GlobeSt.com BETHESDA, MD–Walker & Dunlop financed part of the acquisition with a very flexible $672-million Fannie Mae credit facility. At the start of the...
JLL Income Property Trust Buys Two Properties for $186.3 Million
JLL Income Property Trust Buys Two Properties for $186.3 Million JLL Income Property Trust (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), a non-listed, daily valued perpetual life real estate investment trust, purchased two properties totaling $186.3 million at the...








