Professional Services Perspectives
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Advent of Change
“We’re in a very complex, ever-evolving industry,” Geiger begins. “What makes Advent stand out is the depth of our domain expertise.” With decades of industry experience, long-serving employees and the backing of SS&C, the company’s credentials certainly inspire confidence….
Legitimizing Your Firm
Remember the Saturday Night Live skit with Chris Farley and “the van down by the river?” Well, recently, we had a client come to us that made us think of that, because they wanted us to help legitimize their firm so they didn’t look like they worked out of a van down by the river. Read on to learn where we focused that effort…
Is Every Commercial Office Property in Trouble?
Midway through 2023, media coverage of the challenges many commercial office real estate owners are confronting has reached a feverish level. One may wonder if the sector’s current low vacancy rates and refinancing requirements will ultimately bring down our entire economy. We think not…
How Our Series 7 Securities Licenses Benefit Our Clients
You may think of a Series 7 Securities License as the exclusive domain of financial advisors. But can this valuable credential also benefit those of us in the marketing realm? The answer is a resounding “yes.” Let us introduce ourselves – we are Alise and Cherie, both proud holders of Series 7 Securities Licenses. Here’s why it matters…
Recent News
Capital Square 1031 Acquires Purpose-Built Neuro-Rehabilitation Facility Near Dallas in All-Cash Transaction
Capital Square 1031 Acquires Purpose-Built Neuro-Rehabilitation Facility Near Dallas in All-Cash Transaction The acquisition is on behalf of a Delaware statutory trust...
Prospect Capital Announces Pricing of $150 Million in Aggregate Liquidation Preference of 5.35% Series A Perpetual Preferred Stock
Prospect Capital Announces Pricing of $150 Million in Aggregate Liquidation Preference of 5.35% Series A Perpetual Preferred Stock July 12, 2021 | Prospect Capital NEW...
ExchangeRight Successfully Subscribes an $81 Million DST Offering
ExchangeRight Successfully Subscribes an $81 Million DST Offering July 8, 2021 | ExchangeRight PASADENA, Calif. – ExchangeRight has fully subscribed its $81.11 million...
Phillips Edison & Co. Inc. Files IPO for 17 Million Common Shares
Phillips Edison & Co. Inc. Files IPO for 17 Million Common Shares July 12, 2021 | James Sprow | Blue Vault Phillips Edison & Company filed for an offering of 17.0...
U.S. Hotel Occupancy Down in Week Ended July 3
U.S. Hotel Occupancy Down in Week Ended July 3 July 9, 2021 | S&P Global Market Intelligence Occupancy levels at U.S. hotels for the week ended July 3 were at 65.4%, a...
Cantor Fitzgerald Purchases 180,415 SQFT Biotech Property in Valencia for $92MM
Los Angeles, CA – Newmark Knight Frank (“Newmark”) announces it has arranged the sale of Boston Scientific Neuromodulation Headquarters at Southern...
More articles…
CIM Group Acquires Cole Capital from VEREIT
VEREIT, Inc. (NYSE: VER) on February 1 announced that it closed the sale of Cole Capital (“Cole”) to an affiliate of CIM Group. VEREIT is a publicly-traded real estate investment trust formerly known as American Realty Capital Properties Inc.
SmartStop Asset Management, LLC Announces the Acquisition of a 760-Bed Student Housing Community Near University of South Carolina for $64.5 Million
SmartStop Asset Management, LLC (SmartStop) announced today that certain of its affiliates have acquired Aspyre at Assembly Station, a 400-unit, 760-bed student housing community for $64.5 million. The property is within walking distance of the University of South Carolina.
Strategic Storage Growth Trust, Inc. Acquires 870-Unit Newly Constructed Self Storage Facility Near Miami, Florida
Strategic Storage Growth Trust, Inc., a public non-traded real estate investment trust sponsored by SmartStop Asset Management LLC, announced today its purchase of an 870-unit self storage facility in the Miami suburb of Pembroke Pines, Florida. The facility was completed in early 2018.
Bluerock Residential Growth REIT (BRG) Fourth Quarter 2017 Earnings, Conference Call Set for February 14
Bluerock Residential Growth REIT, Inc. (NYSE MKT: BRG) (the “Company” or “BRG”) will release its financial results for the fourth quarter ended December 31, 2017 before the market opens on Wednesday, February 14, 2018.
Bluerock Value Exchange Appoints Josh Hoffman as President
Over the course of his career, [Josh Hoffman] has successfully completed more than 65 sponsored 1031 like-kind exchange security offering programs representing more than $1.4 billion in property value and more than 7.8 million square feet.











