Professional Services Perspectives
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Headlines
Wealthtech Addepar Surpasses $5 Trillion of Client Assets Managed on its Platform
For the $5 trillion of assets tracked on the platform, approximately 60% are in marketable securities that are held at custody banks.
Triton Pacific Affiliate Acquires 17 Dunkin’ Restaurants and a Central Manufacturing Facility in Vermont
“Dunkin’ is a well-established leader in the quick service restaurant industry, especially in the Northeast, where there is an extremely loyal customer base.
Report: CRE Expected to Improve in 2024 Amid ‘Enticing Investment Landscape’
There’s no denying that the current market is still challenging for property owners and their investment partners.
Alternative Investment Exchange (AIX) Enters Partnership with Virtus Real Estate Capital
With AIX, investors can now monitor their positions and access distribution and capital-call notices, account statements, and K-1s, all from a single portal.
Recent News
InvenTrust Properties Corp. Launches Tender Offer for Up to $100 Million of its Common Stock
InvenTrust Properties Corp. Launches Tender Offer for Up to $100 Million of its Common Stock October 12, 2021 | InvenTrust Properties Corp. InvenTrust Properties Corp....
SEC Committee Recommends Expanded Access to Private Investments
SEC Committee Recommends Expanded Access to Private Investments October 12, 2021 | Bernice Napach The Securities and Exchange Commission’s Asset Management Advisory...
Tax Plan’s Limits on Alts in IRAs Wouldn’t Just Hit the Wealthy
Tax Plan’s Limits on Alts in IRAs Wouldn’t Just Hit the Wealthy October 12, 2021 | Roger Wohlner A part of the wide-ranging tax package proposed by the House...
What types of assets will Strategic Capital Fund Management’s new $1.5 billion platform invest in?
What types of assets will Strategic Capital Fund Management’s new $1.5 billion platform invest in? Answer: The new platform announced on September 8, 2021, will...
UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds
UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds October 11, 2021 | UMB Fund Services UMB Fund Services (UMBFS), a...
Corey Maple: Legendary’s Unique Strategy
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American Realty Capital Healthcare Trust III to Pay Final Liquidating Distribution
On March 5, 2019, the board of directors of American Realty Capital Healthcare Trust III, Inc. (the “Company”) authorized a final liquidating distribution of $2.29 per share of the Company’s common stock to the stockholders of record as …
Recent Secondary Auction Trading of Nontraded REIT Shares
Central Trade & Transfer is an auction site that conducts regular auctions for illiquid shares of all public nontraded REITS and publicly registered limited…
Hospitality Investors Trust Suspends Share Repurchase Program
On February 28, 2019, Hospitality Investors Trust, Inc. announced that its Board of Directors had suspended the Company’s Share Repurchase Program (the “SRP”). The suspension became effective immediately…
NexPoint Affiliate Demands Medley Capital Corporation Records Regarding Proposed Merger
On February 28, Highland Select Equity Master Fund LP, an affiliate of NexPoint Advisors LP, accused Medley Capital Corp.’s board
Rent Controls in Oregon Won’t Lead to More Affordable Housing
Economics is one social science that provides millions upon millions of data points daily to test its theories. Most introductory










