Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
Blue Gate Boat & RV Storage Acquires a Premier Outdoor RV and Boat Storage Facility in Chesapeake, Va.
An affiliate company of Madison Capital Group, Blue Gate was formed to capitalize on the growing demand for high-quality boat and RV storage solutions, focusing on the development, ownership and management of these specialized facilities.
New ER Share Class Introduced for ExchangeRight’s Essential Income REIT
The acquisitions enabled by ER shares’ capital raise are anticipated to enhance the Essential Income REIT’s diversification, Adjusted Funds From Operations, and long-term investment capital from DST investors who complete a tax-deferred 721 exchange into the REIT….
If Not 60/40, What? Managers and FAs Weigh In
To complement portfolios, advisors are adding exposure to alternatives through funds focused on specific strategies, preferring niche over multi-strategy funds, industry observers said.
An Advisor’s Guide to Elections and the Markets
YCharts’ latest guide, How Do Presidential Elections Impact The Market? answers the most commonly asked questions that financial advisors hear from clients during an election year.
Recent News
Selections from Q1 2022 Nontraded REIT Industry Review Now Available
Selections from Q1 2022 Nontraded REIT Industry Review Now Available The following sections of the Q1 2022 Nontraded REIT Industry Review are now available to Blue Vault...
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey June 21, 2022 | Holly Deaton | RIAIntel A new survey suggests that financial advisors want all...
Bento Engine Scores $1.1 Million in Seed Funding
Bento Engine Scores $1.1 Million in Seed Funding June 23, 2022 | Holly Deaton | RIAIntel Bento Engine, a fintech company that mines CRM data and alerts advisors when it...
Three Reasons Why A Low Quality Website Hurts Your Business
Three Reasons Why A Low Quality Website Hurts Your Business June 24, 2022 | Marketing Intent Have you ever come across a company and visited their website only to be shocked...
Urban Catalyst Surpasses $100 Million in Fundraising for Its Opportunity Zone Fund II
Urban Catalyst Surpasses $100 Million in Fundraising for Its Opportunity Zone Fund II June 16, 2022 | Urban Catalyst Urban Catalyst, Silicon Valley’s premier Opportunity...
Three Audiences New Asset Managers Need To Understand
Three Audiences New Asset Managers Need To Understand June 24, 2022 | Marketing Intent Are you an asset manager that’s new to offering your products through financial...
More articles…
Corporate Capital Trust II Commences Operations
Wednesday, March 2, 2016 2:00 PM UTC Orlando, Fla., March 02, 2016 — Corporate Capital Trust II, a new non-traded business development company (BDC), announced it has successfully met its minimum offering requirement and commenced investment operations....
The three largest BDCs account for over 60% of industry assets under management.
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Real estate trust buys Trader Joe’s shopping center in Templeton
Posted: 6:06 am, March 1, 2016 | by News Staff | Paso Robles Daily News Company owns and manages 64 grocery-anchored shopping centers –Phillips Edison Grocery Center REIT II, Inc. had announced it has acquired the 21,117 square-foot Vineyard Center in Templeton....
CNL Healthcare Properties Earns Top Honor
Monday, February 29, 2016 5:37 PM UTC | EconoTimes CNL Healthcare Properties, a real estate investment trust (REIT) focused on seniors housing and healthcare facilities, has been named Wealth & Finance International’s Healthcare Real Estate Manager of the Year for...
Carter Validus Appoints Jon Sajeski as Vice President of Healthcare Acquisitions
February 29, 2016 12:42 PM Eastern Standard Time TAMPA, Fla.–(BUSINESS WIRE)–Carter Validus Advisors II, LLC (“Carter Validus”), the external advisor to Carter Validus Mission Critical REIT II, Inc. (“CVMCR II”), is proud to announce that Jon Sajeski has...
Interactive Banking – How Digital Banking Will Affect Branch Bank Real Estate
Guest Blog – Written By Ira Bellinkoff ira@edgerealtyadvisors.com Banks are modernizing by embracing technology, providing more interactive customer experiences and conducting the same amount of work in a branch with a smaller footprint. Large, regional, and...
What’s Delaying the Sale of 14 Ski Areas Worth Hundreds of Millions?
CNL Lifestyle Properties has been trying to find buyers since March 2015 BY MICHAEL SCHRANTZ | FEB 26, 2016, 9:51A | Curbed Ski When CNL Lifestyle Properties announced it was putting its entire portfolio of mountain properties— including 15 ski resorts, a sightseeing...
As of 3Q 2015, the largest nontraded REIT in total assets was Corporate Property Associates 17 – Global, Inc., with $4.54 billion in total assets.
As of 3Q 2015, the largest nontraded REIT in total assets was Corporate Property Associates 17 – Global, Inc., with $4.54 billion in total assets. www.WPCarey.com Corporate Property Associates 17 – Global, Inc. 50 Rockefeller Plaza New York, NY...
RCAP and Cetera sue Lightyear for poaching executives
Suit charges defendant is helping execs break non-compete agreements and then hiring them Feb 26, 2016 @ 12:33 pm | By Bruce Kelly | Investment News RCS Capital Corp. and its brokerage unit, Cetera Financial Group, are suing Lightyear Capital for raiding...
Resource Real Estate Opportunity REIT Announces Sale of Ivy at Clear Creek
-Sale of Houston property earns REIT a 29.7% average annual return- February 25, 2016 10:00 AM Eastern Standard Time PHILADELPHIA–(BUSINESS WIRE)–Resource Real Estate Opportunity REIT, Inc. (“Opportunity REIT”), a non-traded real estate investment trust...










