Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
The Rate Cuts Are Coming! The Rate Cuts Are Coming!
We now have ample hands, multiple lanterns, and still can’t find the correct path – the rate cuts are coming, it’s just a question of whether…
AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP
Morningstar Wealth will join the AssetMark platform as a third-party strategist, providing advisors with model portfolios and separately managed accounts managed by Morningstar.
John Hancock Investment Management Launches a Multi Asset Credit Interval Fund with Manulife | CQS Investment Management
With CQS’ differentiated expertise in global alternative credit, John Hancock Multi Asset Credit Fund is a strong addition to our growing lineup of liquid and semi-liquid alternative offerings and our larger credit franchise.
GTIS Partners Builds Out Fundraising Team with Appointment of Sharon Liss as Managing Director
GTIS Partners LP (“GTIS”), a global real estate investment firm with a focus on residential and industrial/logistics investments, is pleased to announce that it has expanded its U.S. Capital Markets team with the hire of Sharon Liss as a Managing Director.
Recent News
Total Assets for Open Nontraded REIT Programs at $150 Billion
Total Assets for Open Nontraded REIT Programs at $150 Billion July 1, 2022 As of March 31, 2022, the total assets owned by those perpetual nontraded REIT programs that are...
Research Brief: Housing
Research Brief: Housing June 30, 2022 | Marcus & Millichap Early Signs of Housing Price Recalibration as Higher Interest Rates Stunt Affordability Prospective buyers...
Total Assets for Open Nontraded REIT Programs at $150 Billion
Total Assets for Open Nontraded REIT Programs at $150 Billion June 30, 2022 | James Sprow | Blue Vault As of March 31, 2022, the total assets owned by those perpetual...
Rising Interest Rates, Inflation Lead Investors to Reassess Which CRE Assets to Pursue
Rising Interest Rates, Inflation Lead Investors to Reassess Which CRE Assets to Pursue June 28, 2022 | Buck Wargo | WealthManagement.com Multifamily and industrial continue...
Continuously Offered Nontraded REITs Maintain Positive Returns in May
Continuously Offered Nontraded REITs Maintain Positive Returns in May June 30, 2022 | James Sprow | Blue Vault Eleven of the thirteen continuously offered non traded REIT...
As Housing Demand Softens, Could Building Prices Finally Peak?
As Housing Demand Softens, Could Building Prices Finally Peak? June 28, 2022 | Paul Bergeron | GlobeSt.com Given rising interest rates, housing demand is slowing, according...
More articles…
Strategic Storage Growth Trust to Sell San Antonio Property for $16.1 Million
Apr 14 2016 | DI Wire Strategic Storage Growth Trust Inc., a publicly registered non-traded real estate investment trust, signed an agreement to sell a self storage facility and industrial warehouse/office space in San Antonio, Texas for $16.1 million. The San Antonio...
Apple Hospitality to Acquire Apple REIT 10 for $1.3B
Merger Expected to Close During Third Quarter April 18, 2016 | By Randyl Drummer | CoStar Apple Hospitality REIT Inc. (NYSE:APLE) has agreed to acquire Apple REIT Ten Inc. for $1.3 billion in a merger creating one of the largest select-service hospitality REITs with a...
Nontraded REITs Must Survive on ‘Merit’ Under Fiduciary Rule
April 11, 2016 | by Amy Baxter | Senior Housing News Some senior housing non-traded real estate investment trusts (REITs) may have won a regulatory victory. After much anticipation, worry and outcry from industry, the Department of Labor (DOL) released its finalized...
Thank you to all of the broker dealers and sponsors who have joined us in Atlanta this week for the Second Annual Broker Dealer Educational Summit!
A $2.5 Billion Business-Development-Corporation Fund Halts Redemptions After Limit Reached
Volatile markets have prompted rush of investors to exit nontraded business development companies Updated April 10, 2016 7:51 p.m. ET | By KIRSTEN GRIND and JEAN EAGLESHAM | WSJ It was never easy for investors to get their money out of funds called nontraded BDCs, but...
Resource Real Estate Combines and Expands Sales Force
-Firm adds seven territories to wholesale Resource investment platform- April 08, 2016 10:30 AM Eastern Daylight Time PHILADELPHIA–(BUSINESS WIRE)–Resource Real Estate, Inc. and its affiliated broker-dealer, Resource Securities, Inc. (collectively,...
InvenTrust Properties buys Texas retail center
4/6/2016 3:49 PM | Business Wire via the Daily Herald OAK BROOK — InvenTrust Properties Corp. has acquired Shops at the Galleria, a 99 percent occupied, 537,685 square foot retail center in Bee Cave, Texas. Michael E. Podboy, InvenTrust executive vice president...
Strategic Storage Trust II Agrees to Buy 27-Property Mindful Self-Storage Portfolio for $371M
April 7, 2016 | Inside Self Storage Strategic Storage Trust II Inc. (SST II), a public, non-traded, self-storage real estate investment trust (REIT) sponsored by SmartStop Asset Management LLC, has agreed to acquire a 27-property portfolio from Mindful Storage for...
Inland Real Estate Income Trust, Inc. Declares $9.02 NAV Per Share
April 07, 2016 04:26 PM Eastern Daylight Time | Business Wire OAK BROOK, Ill.–(BUSINESS WIRE)–Inland Real Estate Income Trust, Inc. (“Inland Income Trust” or “the Company”), a publicly registered, non-traded real estate investment trust, announced today...










